Jobs near Wexford: 5,816

Relevance Score ranked on: CLIENT RELATIONS

Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-de...

Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Client

82.8

12mi

Updated: May 27

Registered Client Relationship Analyst

Pittsburgh,

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a clien...

Search Terms: Client Relations, Relationship, Analyst, Registered, Financial Advisor

82.6

12mi

Updated: May 21

Financial Wellness Associate

Wexford

Location:270 Market Lane - Wexford, Pennsylvania 15090 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper convers...

Search Terms: Financial, Wellness, Associate, Client Relations, Business Partner

78.3

0mi

Updated: June 26

Business Banking Relationship Manager II

Wexford

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions...

Search Terms: Relationship Manager, Business, Relationship, Banking, Manager

78.2

0mi

Updated: June 03

Senior Business Banking Relationship Manager - Pittsburgh, PA

Pittsburgh

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a cult...

Search Terms: Relationship Manager, Relationship, Banking, Business, Manager

76.9

12mi

Updated: June 18

Relationship Manager I - BB

Pittsburgh

Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With ...

Search Terms: Relationship Manager, Relationship, Manager, Client Relations, Customer Experience

12mi

Updated: June 09

Sales Assistant - PNC Wealth Management

Sewickley

Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May admini...

Search Terms: Sales Assistant, Management, Wealth, Client Relations, Sales

75.8

6.3mi

Updated: June 09

Financial Advisor - PNC Wealth Management

Pittsburgh (15234)

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making r...

Search Terms: Financial Advisor, Management, Financial, Wealth, Client Relations

74.3

12mi

Updated: June 04

Healthcare Treasury Management Account Manager I

Pittsburgh (15222)

Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of servic...

Search Terms: Account Manager, Management, Healthcare, Treasury, Manager

74.3

12mi

Updated: June 04

Senior Client Solution Specialist

Pittsburgh

Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with st...

Search Terms: Solution, Specialist, Client Relations, Customer Experience, Relationship

74.3

12mi

Updated: June 04

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