Private Client Relationship Manager
Flagstar Bank
Flagstar Bank in Staten Island, NY seeks an Assistant Relationship Manager to build and maintain client relationships and deliver high-level service within the Private Client Group. The role supports business development, onboarding, and cross-functional coordination to meet client needs. Responsibilities include handling client inquiries, enabling smooth onboarding, and assisting with prospect outreach and cross-sell activities while maintaining data integrity and compliance with KYC/AML #J-18808-Ljbffr
- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...SuggestedTemporary workWork at officeImmediate start
$135k - $180k
...Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community... ...existing skills and learn new ones Role summary:The Private Client Relationship Manager role is responsible for the day-to-day management of the...SuggestedFull timeTemporary workLocal areaFlexible hours- ...At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...SuggestedTemporary workWork at officeImmediate start
$90k - $100k
...Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific...SuggestedFor contractorsWork at office$85k - $115k
...market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly... ...Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service...SuggestedHourly payFull timePrivate practiceLocal area$100k - $125k
...fast, and how we take care of our clients is core to everything we build.... ...handling complex, long-cycle relationships across architects, interior designers, developers, and private clients working on significant projects. You’ll manage multiple active client relationships...$127.9k - $291.9k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...the marketplace.EY's FSO EDGE Private practice provides comprehensive... ...effective long-term relationships and manage workflow effectively...Private practiceSummer holidayLocal areaFlexible hours$103.1k - $188.9k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...The opportunityEY's FSO EDGE Private practice provides comprehensive... ...complex tax and client relationship matters to senior management...Private practiceSummer holidayLocal areaFlexible hours$106.5k - $195.1k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice... ...deliverablesBuilding effective long-term relationships with our clients,...Work experience placementSummer holidayImmediate startFlexible hours$130k
...women nationwide. We work with clients across the country, with... ...and New York. We are hiring a Private Client Director to join our leadership... ...years building deep, trusted relationships with UHNW women through... ...Stylist, or Client Relations Manager at a retailer such as...- The Affluent Banking team is focused on managing the Affluent business and innovating the Private Client program for an increasingly competitive and dynamic customer... ...forums and be a trusted partner by developing relationships with Product Owners, Fraud / Risk, Operations,...
$100k - $130k
...informed decisions to improve their risk management outcomes, modernize their benefits... ...Position Summary Independently leads client strategy and service on the largest and... ...~ Establishes and maintains effective relationships with clients, co-workers, and underwriters...Work experience placement- Job SummaryThe Program Manager will aggregate and analyze feedback from multiple listening posts—including Tell Us, client complaints, and survey programs—to identify trends, root... ...teams. It offers broad exposure across the Private Bank, including senior leadership,...
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the...Work experience placement- ...research, scalable technology, and hands-on client expertise. Our mission is to deliver... ...portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection of... ...investment leader, managing public and private assets for clients around the world and on...Full timeWork at office
- ...Software Sales Executive (Associate Client Development Director) who... ...our Investment Banking and Private Capital Markets clients. The... ...initiatives, existing client relationships, phone prospecting, and email... ...develop new prospects to build and manage a sustained pipeline of over...Full timeLocal areaRemote workFlexible hours
- ...Our ideal candidate will be a strategic, execution-oriented Client Relationship Manager with experience in a Technical Account Managerial role with a focus in Information Technology. In addition to staying abreast of industry trends, RFA’s competition and best practices...Work at office
$120k - $129k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of... ...plan Job Description The role As a Client Relationship Manager (CRM) for the Retirement, Insurance...Full timeContract workPart timeWork at officeHome officeFlexible hours- ...Relationship Manager — REMOTE (San Diego) REMOTE | 55K-65K Base + Residuals Coastal Pay is a rapidly scaling financial technology company operating... ...who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in...Remote workFlexible hours
- ...As a Management Trainee, you'll have the opportunity to: Learn and Grow: Engage in our immersive 3-6 month training program to gain... ...customized permanent benefits for their families. Foster Strong Relationships: Build positive and impactful relationships with various...Permanent employmentTraineeshipRemote workFlexible hours
$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family investment...Work at officeLocal areaRemote work$190k - $220k
...professional who would be keen to move into client development role. The role will be... ...interest from those at BDM and Senior management level. Within the role you will be supporting... ...Associate Director, implement a client relationship plan with the firms global client base,...Full time$115k - $125k
...learn more. Base pay range $115,000.00/yr - $125,000.00/yr Additional compensation types Annual Bonus and Stock options Client Relationship Manager at Ethic New York, NY What you’ll do: As a Client Relationship Manager at Ethic you will develop and cultivate strong relationships...Full timeWork at officeRemote work3 days per week- ...Your Opportunity As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch...Local area
- ...exceptional interpersonal skills and interest in client services? We are looking for a professional... ...and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment...Work experience placement
$200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct... ..., mentor, and develop Managers and Senior Managers, providing... ...long-term client relationships and identifying opportunities...Work at officeRemote work- ...automobiles, watercraft, fine arts, jewelry, and related exposures• New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar marketsQualificationsQualified candidates will possess 7-10+ years of...
- Goldman Sachs is seeking a Private Wealth Advisor to develop tailored wealth management solutions for ultra high net worth individuals. The role involves building and nurturing client relationships while leveraging Goldman Sachs' investment platform. Ideal candidates will...
- ...Van Wyck & Van Wyck is seeking an Associate Project Manager, Private Clients, to manage luxury events in New York. Candidates must have at least 5 years of experience in high-end hospitality and event production. This role involves meticulous planning, vendor management...
- ...About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-... ...RESPONSIBILITIES INCLUDE: Be a leader within the Private Client Service / Estate and Trust practice of... ...Maintaining existing business relationships and cultivating new ones Maintaining...Full time
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