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Client Manager Jobs

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C
Citi
📍 San Ramon California United States• $50K – $65.3K/yr
25 days ago

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the typ

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C
25 days ago

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the typ

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¡Vacantes Zona Norte! Tenemos vacantes en tu localidad (Nuevo León, Durango, Coahuila, Tamaulipas, Aguascalientes, San Luis Potosí, Chihuahua, Zacatecas). Descripción del puesto Abordar proactivamente a nuestros clientes, logrando generar experiencias extraordinarias positivas, a través de la colocación de productos y servicios, apegado a políticas y procesos, tanto de la institución como del socio comercial a fin de lograr los objetivos diarios. Funciones: Identificar y abordar estratégicamente al cliente. Analizar, brindar y promover un asesoramiento adecuado del producto. Utilizar diálogos verbales necesarios para entregar al cliente una Tarjeta de Crédito que cubra sus necesidades y, en consecuencia, haga uso de ella. Ejecutar correctamente el proceso de venta, enfocándose en la experiencia del cliente y el cumplimiento de los lineamientos institucionales. Mantenerse actualizado sobre productos, servicios y políticas. Lograr los objetivos de experiencia del cliente y de colocación de Tarjetas de Crédito. Cumplir con las leyes y regulaciones que rigen la práctica de venta, dirigiéndose con ética y estricto apego a políticas, así como evaluar riesgos de acuerdo con los lineamientos de la institución. Impulsar el cumplimiento de las leyes, reglas y regulaciones aplicables del negocio y del socio comercial, aplicando un juicio ético y reportando cualquier incumplimiento con oportunidad y transparencia. Conocer y lograr sus metas y objetivos. Limpieza y orden del lugar de trabajo. Horarios de trabajo institucionales: Lunes a Domingo, con un día de descanso entre semana asignado entre Lunes y Jueves. Horarios rotativos, de 8 horas diarias. Requisitos: Escolaridad Preparatoria concluida o deseable licenciatura.

REQUISITOS MANDATÓRIOS Conhecimento avançado em Microsoft Project, e demais ferramentas do Pacote Office, devendo ter domínio e aptidão para elaboração de relatórios e gráficos de tabelas dinâmicas em Microsoft Excel. Idioma: Inglês em nível intermediário. A proficiência na língua estrangeira será comprovada através de declaração da empresa ou de certificado de conclusão de curso e/ou treinamento. Para os profissionais de apoio técnico de fiscalização a FISCALIZAÇÃO DO CLIENTE, mandatório o conhecimento básico em atividades de pintura industrial; fabricação e montagem de tubulação metálica; fabricação e montagem de estrutura metálica. ESCOLARIDADE Grau de Instrução: Nível Técnico Técnico Mecânico; ou Técnico em Eletrotécnica; ou Técnico em Automação Industrial ATRIBUIÇÕES Apoiar a interação entre equipes da contratada, prestadoras de serviços e o cliente; Acompanhar diariamente o progresso dos serviços e reportar à fiscalização; Auxiliar na proposta de ações para atender o escopo e prazo, ajudando no controle das atividades; Contribuir com o planejamento, ajudando na criação de micro planejamentos mensais e bimestrais; Informar sobre ameaças ao escopo/prazo e registrar no RAM; Apoiar na elaboração de relatórios e garantir sua submissão para avaliação; Colaborar na programação de atividades com a equipe de planejamento, assegurando recursos; Acompanhar e ajustar o planejamento fornecido pelo cliente, mantendo comunicação com as equipes; Participar de reuniões diárias para coletar informações e ajustar a programação de serviços; Conduzir reuniões diárias para atualizar sobre a situação dos serviços e identificar impedimentos; Apoiar na análise da curva S do projeto e na identificação de planos de ação; Compartilhar informações com a equipe de Programação e Controle e ajudar na emissão de relatórios semanais; Auxiliar na qualidade das informações para o Relatório de Acompanhamento Mensal (RAM); Participar de auditorias e inspeções em campo para garan

REQUISITOS MANDATÓRIOS Conhecimento avançado em Microsoft Project, e demais ferramentas do Pacote Office, devendo ter domínio e aptidão para elaboração de relatórios e gráficos de tabelas dinâmicas em Microsoft Excel. Idioma: Inglês em nível intermediário. A proficiência na língua estrangeira será comprovada através de declaração da empresa ou de certificado de conclusão de curso e/ou treinamento. Para os profissionais de apoio técnico de fiscalização a FISCALIZAÇÃO DO CLIENTE, mandatório o conhecimento básico em atividades de pintura industrial; fabricação e montagem de tubulação metálica; fabricação e montagem de estrutura metálica. ESCOLARIDADE Grau de Instrução: Nível Técnico Técnico Mecânico; ou Técnico em Eletrotécnica; ou Técnico em Automação Industrial ATRIBUIÇÕES Apoiar a interação entre equipes da contratada, prestadoras de serviços e o cliente; Acompanhar diariamente o progresso dos serviços e reportar à fiscalização; Auxiliar na proposta de ações para atender o escopo e prazo, ajudando no controle das atividades; Contribuir com o planejamento, ajudando na criação de micro planejamentos mensais e bimestrais; Informar sobre ameaças ao escopo/prazo e registrar no RAM; Apoiar na elaboração de relatórios e garantir sua submissão para avaliação; Colaborar na programação de atividades com a equipe de planejamento, assegurando recursos; Acompanhar e ajustar o planejamento fornecido pelo cliente, mantendo comunicação com as equipes; Participar de reuniões diárias para coletar informações e ajustar a programação de serviços; Conduzir reuniões diárias para atualizar sobre a situação dos serviços e identificar impedimentos; Apoiar na análise da curva S do projeto e na identificação de planos de ação; Compartilhar informações com a equipe de Programação e Controle e ajudar na emissão de relatórios semanais; Auxiliar na qualidade das informações para o Relatório de Acompanhamento Mensal (RAM); Participar de auditorias e inspeções em campo para garan

O
25 days ago

ABOUT ORCHESTRA Orchestra is a strategic communications and marketing company built for today’s complex and fragmented world. From decoding audiences to designing bold strategies, Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span from the highest level strategic business counsel through to tactical execution. Orchestra brings together 700+ people with experience across consumer and lifestyle, technology, nonprofit and philanthropy, real estate, sports, travel, hospitality, and more. Made up of leading firms BerlinRosen , Civitas Public Affairs Group , Derris , Glen Echo Group , Inkhouse , M18 , Message Lab , Onward and Small Girls PR . It also launched Brightmode , a talent acquisition firm for communications professionals, and Versus Media Group , a strategy-first political media team. Learn more at www.orchestraco.com . People of all backgrounds and abilities are strongly encouraged to apply. Orchestra is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow. ABOUT THIS ROLE Orchestra’s Consumer vertical, which brings together Derris and Small Girls PR, is looking for a Senior Vice President who is passionate about earning consumers’ attention. Experience in integrated marketing and communications across earned, influencer, experiential, and other channels is valued. Within the Consumer vertical, integration means building ideas that live beyond a single channel. Our teams collaborate across earned media, influencer partnerships, social content, experiential activations, and paid amplification to create cohesive campaigns that drive cultural relevance and business impact. This person will oversee both

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G
GWI
📍 London• Full-time
25 days ago

Weekly office requirement : Hybrid, 3 days/week Employment type : Permanent As our Account Executive, you’ll: Be a part of our dynamic global Revenue team, reporting to the VP of Sales. You’ll be responsible for helping develop, drive, and execute an account plan to generate new business revenue, as well as year-over-year expansion and growth within your existing accounts, aligned with GWI’s growth strategy across your book of business. Working within your dedicated market segment, you will focus on winning new customers and driving growth and expansion within your assigned book of business. Designing a GTM strategy for your assigned prospect and customer accounts to build a pipeline that enables you to meet and exceed your quarterly and annual sales quota Strategically mapping accounts to understand the full scope of each opportunity Working cross-functionally with internal teams to drive additional value in active opportunities Leading the entire sales cycle with your clients, from opportunity creation through close Establishing and building credibility with prospects from the outset, developing a deep understanding of their business challenges, and presenting needs-based solutions that align with their objectives Tracking all sales activity by managing opportunities and accurately forecasting revenue in Salesforce Building strong collaboration with the CSMs assigned to your accounts to ensure customers drive value from GWI’s products and to identify and nurture additional growth and expansion opportunities Market Insight Stay informed about industry trends, the competitive landscape, and emerging technologies Utilize market insights to refine sales strategies, differentiate our offerings, and maintain a competitive edge What do I need to bring with me? You’ll need to demonstrate the core skills required for this role. Here’s what the team will be looking for: Extensive experience in SaaS, subscription/licensing, API-based, or consumption sales, partic

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AI
25 days ago

About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About AlphaSense: AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent requi

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C
Citi
📍 Palatine Illinois United States• $44.2K – $57.6K/yr
26 days ago

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty

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C
Citi
📍 San Francisco California United States• $50K – $65.3K/yr
26 days ago

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty

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V
VSCO®
📍 San Francisco• $135K – $145K/yr
26 days ago

About VSCO For years, we've helped photographers create their work. Now we're building what comes next. VSCO exists for photographers. Not as a side feature, not as an afterthought, but as the whole point. We build the connected system photographers rely on, and we've spent over a decade earning the trust of a global creative community that takes the craft seriously. Photography is at an inflection point. AI is reshaping what's possible for creative work, and that's where our mission shines. VSCO is building the full photographer's workflow: from creating and editing your work, to delivering it to clients, to running your business. All of it built thoughtfully, with photographers leading the way. We believe the future of photography tools creates more space for creativity, handling the busy work so photographers can focus on the craft. If you care about craft, community, and what technology can unlock for creative people, this is the work. We're a mission-driven and focused company where your work ships quickly, is meaningful, and reaches tens of millions of people worldwide. You'll have a real say in what we build and how we build it. We hire people who don't wait to be asked, naturally connect the dots, care about the quality of what they ship, and believe the best outcomes come from building together. About The Role VSCO is looking for a Senior Accountant to join our Accounting team and play an important role in both the day-to-day execution and continued evolution of our accounting operations. Reporting directly to the Director of Accounting, this is a hands-on role with meaningful ownership across the month-end close, general ledger, audit readiness, and accounting systems and automation. You’ll own key areas of the close while also helping us build smarter, more scalable processes as VSCO continues to grow. This is a great opportunity for an accountant who has built a strong technical foundation and is ready for greater ownership, visibility, and the opportuni

aiaccountingfinance
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W
WPP
📍 London
26 days ago

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. Why we're hiring: WPP Enterprise Technology provides Technology services for WPP, the world’s largest communications services group. As a creative transformation company, WPP is helping its clients transform the future through extraordinary work. WPP ET is an integral part of that journey, and we are proud to provide technology for some of the world’s most creative brands. Define the PAM target architecture and controls model, ensuring privileged access is secured by design across the global estate. A retained architecture role setting standards for Kyndryl and engineers. What you'll be doing: • Design the PAM architecture, controls model and onboarding patterns. • Set standards for privileged-account discovery, vaulting and session control. • Assure partner-delivered PAM designs and changes. • Embed least-privilege and zero-trust principles. • Advise the product owner on platform direction. • Set the architecture, patterns and guardrails that Kyndryl implements and operates within. • Assure that partner-deliver

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C
Citi
📍 Washington District Of Columbia United States• $47.5K – $62K/yr
27 days ago

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty

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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Thank you for your interest in JLL! We have Graduate Trainee Programs with structured learning & development, mentorship, and internal networking events lasting 12-24 months. Some programs include rotational opportunities depending on the business line. Capital Markets – 24 months with rotational opportunities Finance – 24 months with rotational opportunities Project Development Services/ Work Dynamics – 12 months with no rotation Applications typically open in January/February, with offers extended by March/April. Please apply here if you're interested to join us for any of the above. We will reach out should you be shortlisted. We regret to inform that only shortlisted candidates will be contacted Location: On-site –Singapore If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements. We’re interested in getting to know you and what you bring to the table! At JL

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ABOUT DERRIS Derris is part of Orchestra, a strategic communications and marketing company built for today’s complex and fragmented world. From decoding audiences to designing bold strategies, Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span from the highest level strategic business counsel through to tactical execution. Orchestra brings together 700+ people with experience across consumer and lifestyle, technology, nonprofit and philanthropy, real estate, sports, travel, hospitality, and more. Made up of leading firms BerlinRosen , Civitas Public Affairs Group , Derris , Glen Echo Group , Inkhouse , M18 , Message Lab , Onward and Small Girls PR . It also launched Brightmode , a talent acquisition firm for communications professionals, and Versus Media Group , a strategy-first political media team. Learn more at www.orchestraco.com . People of all backgrounds and abilities are strongly encouraged to apply. Orchestra is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow. ABOUT ROLE Derris is looking for a Senior Account Executive, Integrated Communications to be responsible for leadership and strategic planning across a variety of clients, with a focus on influencer initiatives and helping brands activate across emerging platforms. The ideal candidate will have experience working across industries and is comfortable leading account teams with several team members. We’re looking for someone who is passionate about contributing to company culture and leadership, while also helping grow and mentor junior staff. Location: This role is based in our New York, NY office on a hybrid basis. Derris staff are in-office 3 days per week

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