Client relationship manager jobs in Port Chester, NYCreate job alerts

Strong networking skills with a passion for cultivating long-lasting client relationships * Demonstrated ability to drive sales and manage showroom operations in a competitive, upscale environment If ...

... relationships, set appointments, gather leads from established business partners, assess client or ... You have an upbeat, persistent style and the ability to cold call without fear of rejection, manage ...

Responsible for the preparation and review of quarterly client reporting with respect to private ... Ensure timely distribution of reports to clients and relationship managers. * Review the monthly ...

He/She will also be responsible for client relationship management and will be expected to help build the practice by sourcing new business. The owner is looking to bring on a wealth manager that ...

This key role is responsible for optimizing the client journey, driving revenue growth, and ... Manage vendor relationships: Build and maintain strong relationships with third-party vendors ...

... client expectations. About the Role : Reporting directly to the President and Managing Partner ... Ensure data integrity in our ATS & CRM system with an ability to export reports. * Create ...

The Personal Lines Key Account Manager primary responsibilities are to include building client relationships to identify their insurance exposures and offer insurance solutions. The result is to ...

Summit HR Partners has been retained to conduct a search for a new General Manager for a client ... Familiarity with MS Office and various business software (e.g. ERP, CRM) * Outstanding ...

Travel Our client is looking to add a Registered Nurse to their team. Job Details: * Location ... long-term relationships with healthcare providers based on trust and respect. Our experienced ...

Proficiency in using Git version control for code management and collaboration * Strong command of ... relationships based on trust, respect, and the consistent delivery of excellent results. For more ...

Strong client facing, relationship management and communication skills.

... of client relationships and community involvement; * Communicating value proposition,; managing resource requirements, project workflow, budgets, billing and collections; preparing and/or ...

Through regular interactions with clients, individuals in this role build trusted relationships ... Managing the calendar including coordinating meetings or events with logistics such as material ...

... slots and client needs. * Evaluates programs to identify strengths and opportunities for ... Build positive relationships with members, parents, children, and staff. * Serve as a point of ...

The ideal candidate is a seasoned financial professional with a strong track record in business development, wealth advisory, and client relationship management. You'll be responsible for delivering ...

My client, an up and coming firm specializing in Private Equity and Venture Capital funds, located ... Manage relationships with investors, auditors, and tax advisors to ensure seamless fund operations ...

... management. Key Responsibilities: * Develop and nurture strategic relationships with global ... Proven experience as a Client Partner or similar role within the IT Services industry. * Ability to ...

Territory Management: Build and maintain relationships with financial advisors within your assigned territories, proactively managing the sales process and client interactions. * Advisor Engagement

The responsibilities of this role include managing and reconciling client data in their CRM, running investor reports in Microsoft Excel, assisting the Investor Relations team with new client ...

... outreach to client base to strengthen relationship via email, phone call and text● Utilize ... manage the daily Division of Responsibility and open/close checklist themse lves● Remain ...

Ensure all client data is tracked appropriately in CRM. Qualifications: * Bachelor's Degree * Certified Financial Planner ® designation * 3+ years in financial planning Location: Hybrid: 4x a week ...

A dynamic role at the intersection of relationship management, product expertise, client education and leadership development. * A collaborative environment where your contributions will support the ...

Coordinate and manage the full lifecycle of advertising campaigns, ensuring each team and league involved meets the client's expectations and contractual obligations. * Relationship Building : Build ...

Hedge Fund - Treasury Associate Our client a growing hedge fund based in Stamford, CT has a high ... • Manage and process cash reconciliation efficiently • Conduct regular cash forecasting and ...