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SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. As a subsidiary of Sun Life, weare alignedwith one of the world's leading financial services comp
Posted 2 days ago
Work involves extensive communication including, but not limited to, verbal, written and electronic, interaction, and collaboration with people on a daily basis in order to provide exemplary service. Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet the
Posted 2 days ago
Works with external clients to resolve day to day issues and direct them to appropriate resources at BNY Mellon Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client
Posted Today
Manage complex and high value client relationships. Create material for use in client and prospect meetings and for other external uses. Develop content for use in team and committee meetings. Apply Nixon Peabody Trust Company's (NPTC) framework for equity research/selection process to existing and prospective holdings, including Fundamental Quality Thresholds (consistent
Posted Today
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a
Posted 9 days ago
The Director, Investor Relations reports directly to the CEO and works closely with the CFO and is responsible for assisting with the development and implementation of a successful investor relations strategic plan for the Company, will interact on regular basis with the executive team and be responsible for the day to day management. Provides critical leadership and info
Posted 7 days ago
Seeking highly diverse candidates! The Client Partner is responsible for managing a book of business for the Financial Services (FS) unit of Publicis Sapient (PS) in Chicago, Illinois. This includes leading relationship within an existing account and identifying and building opportunities with new clients in the region. You should have a proven track record of building bu
Posted 6 days ago
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's
Posted 7 days ago
Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities Develop client engagement strategies and quantify costs of pursuit Lead accountability against Measurable Revenue/Profit Growth within set timelines Review the account metrics with the delivery, operations, and finance teams on regular basis Be p
Posted 8 days ago
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's
Posted 7 days ago
The Staff Accountant is a key member of the Accounting team and works closely with all members of the team in meeting close deadlines, working with various general ledger modules, preparing account reconciliations, and supporting internal and external audits. Positive and team oriented work ethic is critical to this role. Our Investment in You Full time remote work Compet
Posted Today
At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Senior Commercial Real Estate (CRE) Portfolio Manager, under the supervision of the CRE Portfolio Management Team Leader and assigned
Posted 13 days ago
Nixon Peabody is recruiting for a Real Estate Paralegal. This position is within our Community Development Finance practice group for real estate and project finance transactions. We are seeking a self starter and proactive "team player" who is able to work in a fast paced, and demanding work environment. A hybrid work schedule is available for this position. A career at
Posted 8 days ago
As a Client Success Manager on our Client Services team, you will be focused on managing and developing an assigned portfolio of existing accounts to achieve revenue targets and ensure client satisfaction. This role will be responsible for designing and implementing strategic plans for account growth while managing the day to day operations of their client portfolio. This
Posted 8 days ago
salesforce.com, inc.
- New York, NY / Baltimore, MD / Philadelphia, PA / 8 more...
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz
Posted 6 days ago
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