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11 now customer experience coordinator jobs found

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Finance now customer experience coordinator New York
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SP
Full time
 
Global Head of Market Outreach, New York
S&P Global New York, NY
About the Role: Grade Level (for internal use): 16 The Team: The Market Outreach team is a strategic function within S&P Global Ratings responsible for building and strengthening relationships with the global investment community and other key market participants. The team acts as the voice of the market within Ratings, helping ensure that investor perspectives inform business priorities, analytical thought leadership, and commercial strategy. As Global & Americas Head of Market Outreach, you will lead the global Market Outreach organization while maintaining direct accountability for the Americas region. You will oversee a geographically dispersed team responsible for engaging buy-side investors, asset owners, private market participants, and other influential stakeholders across public and private credit markets. This role combines leadership of the current Global Head of Market Outreach and Americas Head of Market Outreach mandates into a single strategic...

Sep 30, 2026
Bank of America
Full time
 
Merrill Market Client Relationship Manager
Bank of America Williamsville, NY
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Sep 30, 2026
Bank of America
Full time
 
Merrill Market Client Relationship Manager
Bank of America Williamsville, NY
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Sep 29, 2026
SP
Full time
 
Index Manager
S&P Global New York, NY
About the Role: Grade Level (for internal use): 10 The Role: Index Manager, Factor Equity Indices The Location: New York, NY The Team: The role will be part of the Index Management and Production Group (“IMPG”) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This specific role will focus on the management and oversight of Factor Equity indices, ensuring the integrity and accuracy of the indices through thorough research and analysis. The Impact: As an Index Manager, you will play a crucial role in maintaining and enhancing the quality of S&P Dow Jones Indices (“S&P DJI”). Your expertise in these markets will be essential in researching corporate actions, new issuances, and implementing index changes. The candidate will collaborate with internal teams to design and implement methodologies...

Sep 08, 2026
SP
Full time
 
Director Relationship Manager & Sales – Americas Public Finance, New York
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Team The U.S. Public Finance Commercial team at S&P Global Ratings manages client relationships and drives business development across the Northeast and Mid-Atlantic region, partnering with issuers, intermediaries, and senior market participants including CFOs and Treasurers. The team values commercial focus, collaborative execution, and a deep understanding of public finance markets to help clients navigate complex capital markets and credit decisions. Responsibilities and Impact Client Coverage & Relationship Management Maintain and grow revenue for assigned U.S. Public Finance clients across the Northeast and Mid-Atlantic region, developing and executing sales and relationship management strategies aligned with enterprise objectives. Cultivate and maintain senior-level relationships with issuers, intermediaries, and market participants, serving as a credible client advisor on capital markets...

Aug 21, 2026
KeyBank
Full time
 
Mortgage Loan Closer - Buffalo, NY or Cleveland, OH
KeyBank NY
Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Mortgage Loan Closer is responsible for preparing and reviewing closing documents to ensure timely and accurate loan closings. This role works closely with Loan Officers, Processors, Title Companies, and other stakeholders to coordinate all aspects of the closing process. The Closer ensures compliance with investor guidelines, legal requirements, and internal policies while delivering excellent customer service. Essential Functions Review loan files to confirm all conditions are met and the file is ready for closing. Verify title commitments, insurance policies, sales contracts, and other documentation for accuracy and compliance. Input and validate loan data in the loan origination system to generate closing documents. Coordinate with Settlement Agents to obtain and review Closing Disclosures or HUD-1 statements. Ensure closing packages are complete, accurate, and meet agency/investor requirements....

Aug 14, 2026
SP
Full time
 
Head of Index Adoption
S&P Global New York, NY
About the Role: Grade Level (for internal use): 15 The Team: Index Adoption helps our clients build, position, and grow the index-linked products they take to market. The team brings together three functions under one leader. Index Investment Strategy produces the research, data, and commentary that investors, allocators, and financial intermediaries trust, and carries our voice through paid, owned, and earned media. Marketing builds interest in our indices through campaigns, content, events, and scaled engagement that reach our clients’ target audiences. The Client Solutions Group works alongside our clients' distribution teams and joins them in the field, turning interest into adoption and flows into S&P DJI-affiliated investable products. This role will lead and influence highly cross-functional, globally oriented teams focused on building scalable market development programs, deepening stakeholder relationships, and elevating S&P DJI's external voice in...

Aug 14, 2026
SP
Full time
 
Associate Director - Structured Finance Ratings, Esoteric Assets
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Team:     Structured Finance   Esoteric A BS         Credit Ratings is an integral part of the Global Ratings Services team,  comprising  a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The Esoteric   ABS team   assigns credit ratings to securities   backed by non-traditional   collateral like   corporate securitizations, data   centres , triple-net lease s , transpor tation   assets ,   De-Fi, etc.   by analysing underlying asset performance, structural protections, cash-flow mechanics, and downside stress scenarios .     Analysts produce opinions that help issuers and investors compare complex instruments, bringing market-relevant perspectives on topics such as...

Jul 15, 2026
SP
Full time
 
Associate Director, Private Markets Product Management
S&P Global New York, NY
About the Role: Grade Level (for internal use): 12 The Role:  Product Manager, Private Markets Product Team S&P Dow Jones Indices is a leading provider of iconic and innovative index solutions, bringing transparency to global capital markets. Our Private Markets initiative is at the forefront of innovation, aiming to democratize access to private equity, private credit, and real assets while introducing greater efficiency and transparency within these sectors. The Team  The Private Markets Product team is pioneering the development of index solutions within private markets, a new and innovative area. This team is dedicated to breaking new ground and finding solutions that will democratize access to private markets and enhance operational efficiency. We value creativity, collaboration, and a global mindset. Joining this team offers an exciting opportunity to be part of a transformative initiative. The Product Manager will play a key role in developing our...

Jun 24, 2026
SP
Full time
 
Head of Software, Enterprise Solutions
S&P Global New York, NY
About the Role: Grade Level (for internal use): 15 The Team: The Software business operates in a global, highly collaborative environment, partnering across Product, Sales, Customer Experience, Operations, and Technology to shape growth strategy, go-to-market execution, and revenue expansion across the portfolio.  Our primary locations are in the US(NY), UK (London), and India (Gurgaon) with global sales coverage. Responsibilities & Impact: The Head of Software will define and execute the commercial and product strategy for the full product suite, including growth, market positioning, pricing, client engagement, and strategic investment priorities. The role acts as an enterprise leader for the portfolio, connecting market needs, client value, product direction/investment, and commercial outcomes. The successful candidate will bring deep expertise across asset servicing, post-trade ecosystems, tax processing, and regulatory reporting, with the ability to...

Jun 23, 2026
KeyBank
Full time
 
Key Private Bank Senior Relationship Manager
KeyBank Buffalo, NY
Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Jun 05, 2026
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