- Morgan Stanley (New York, NY)
- …career - a place for people to learn, to achieve and prosper. The Prospect Management & Client Coverage team is embedded within the broader Strategic ... **Job:** **Wealth Management * **Title:** * Prospect Management and Client Coverage Associate/AVP* **Location:** *New York-New York* **Requisition… more
- JPMorgan Chase (Los Angeles, CA)
- …As a Vice President, Client Specialist Business Manager within JP Morgan Wealth Management , you will be responsible for providing sales support to a team of ... The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve...Client Specialists, leading a team of Client Specialist… more
- HUB International (Wilmington, MA)
- …and Puerto Rico. We currently have an opportunity for a **Commercial Insurance Client Advisor - Management Liability Insurance (Potential for Hybrid Work** ). ... and insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect ** Identifies and advises insurance buyers and… more
- JPMorgan Chase (San Francisco, CA)
- …the lead wealth partner. You will help identify the banker's best wealth management prospects, uncover the prospect 's financial needs and objectives, and ... The Client Specialist is a sophisticated wealth expert that...and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services… more
- JPMorgan Chase (Columbus, OH)
- …for maintaining the Client Service vision, strategy and day to day management of over 1800 Asset Management clients across the Institutional, Sub Advisory, ... well as partner with colleagues in Institutional Sales and Client Portfolio Management to form an integrated...with RFP Team to provide information and/or responses to prospect questions, in support of the full client… more
- Neuberger Berman (New York, NY)
- …to client / prospect interests, etc. + Support the team with client and prospect contact management , including CRM maintenance. + Assist with new ... **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide.… more
- WTW (Houston, TX)
- …advice in key risk areas + Identify and close potential cross-sell opportunities Client Management : + Maintain consistent / high quality touch points by ... individual prospect sales strategies and develop unique prospect programs + Align with individual client ...of claims + Participate in stewardship meetings + Support Client Management team in identifying and closing… more
- JPMorgan Chase (Plano, TX)
- …and relationship management skills to ensure an exceptional level of client satisfaction. You will embody "The JP Morgan way" of intent-driven Client ... important partner for Sponsor Payments Executives, Commercial Bankers, Treasury Management Officers, Client Service Professionals and other...or PortCo market partners to participate in pitches for prospect clients to show the value add of the… more
- Citizens (Wynnewood, PA)
- … client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing ... relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal stakeholders and… more
- Morgan Stanley (Atlanta, GA)
- … client account alerts * Supports the team by organizing and arranging client / prospect data, preparing financial plans, client reports, and other ... Advisors in daily business practices, including but not limited to, telephone coverage , business travel arrangements, coordination of client meetings, prepare… more