3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
Citi Commercial Bank - Relationship Associate – AVP
New York City or Chicago or Washington or Uniondale or Dallas
$88k-$133k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience in client relationship management or banking, knowledge of KYC, credit documentation and regulatory compliance, strong analytical and communication skills, bachelor's degree or equivalent.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOE3+ years fiduciary/ personal trust experience preferred; college degree or relevant experience; knowledge of trust operations, accounting, fiduciary standards, financial products, strong analytical, communication, and sales skills.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years in financial services with sales/relationship support experience; FINRA registrations (Series 7 and 66 or 63/65); proficiency with Microsoft 365 and Salesforce CRM; strong communication and consultative skills.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years in financial services with sales or relationship management experience; Series 7 and 66 (or 63 and 65) required; university degree preferred; proficiency with Microsoft 365 and Salesforce; strong communication and product knowledge.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma, SIE and Series 7 required, Series 63/65/66 as state-required; 1+ year securities or related experience preferred; strong communication, CRM and Microsoft Excel skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.
Greenwich or New York City or Chicago or United States or Canada or Europe or Asia
$100k-$150k/yrOnsiteFull Time
DRW: Technology-driven principal trading firm operating in global financial markets
2+ YOE2+ years in institutional client coverage, sales, or relationship management; familiarity with electronic trading, FIX/API; Python and Java proficiency; Git, SQL, Linux familiarity; strong communication and presentation skills.
FIX, API, Python, Java, Git, SQL, Linux, Microsoft PowerPoint
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
Lessen: Tech-enabled property service platform for real estate management.
Associate's degree or equivalent experience; customer service experience preferred. Requires proficient communication, teamwork, relationship management, organization, problem solving, process orientation, and prioritization.
Senior Client Relationship Associate - Skokie, IL (Hybrid)
Skokie, Illinois, United States
$61k-$90k/yrHybridFull Time
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree, 4+ years in investment advisory/financial services, strong communication, organization, business judgment, CRM experience, and proficiency with Microsoft Office.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
Business Relationship Management Associate Director
New York City or Riverwoods or Kennesaw
$133k-$238k/yrHybridFull Time
Wolters KluwerEuronext Amsterdam: WKL: Provides professional information and software solutions for specialized industries.
8+ YOE6+ MgmtBachelor's required, Master's preferred; 8+ years in operations or enterprise technology with 6+ years managing in matrixed environments; experience with AI/LLMs, cloud platforms, security, and executive communication.
First Eagle Bank: A community bank providing personal and business financial services.
3+ YOEHigh school diploma required (associate/bachelor preferred), 3+ years banking account-opening experience, knowledge of BSA/AML, KYC/CIP, strong customer service and communication, proficiency with Microsoft Office and banking software, attention to detail.
3+ YOE3-4 years professional experience (or minimum 2 years transferable recruiting), BA/BS required, strong communication, research and relationship-building skills; Salesforce/CRM experience preferred.
Fujifilm SonositeTokyo Stock Exchange: 4901: Develops portable ultrasound systems for point-of-care medical diagnostics.
1+ YOEBachelor's/Associate or equivalent experience, 1-3 years sales experience, CRM/Salesforce experience preferred, proven client relationships, ability to meet lead/sales quotas, strong communication and multitasking skills.
Boston or Chicago or New York City or San Francisco or Washington
$250k-$270k/yrHybridFull Time
Teneo: Provides strategic advisory and consulting services to global CEOs.
8+ YOEBachelor's degree,8+ years consulting experience,strong project management,client relationship,communication,problem-solving and business development experience.
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-facing retail sales role: drive sales, build relationships, use store technology for transactions; retail or customer service experience is a plus.
8+ YOEBachelor's degree,8+ years consulting experience,strong project management,client relationship,problem-solving,and business development skills; persuasive communicator.
Northwestern University: Private research university providing higher education and academic research.
2+ YOEB.S. in life science (or equivalent), 2+ years experience in IP development or commercialization, strong communication and relationship-building, experience connecting industry and research.