- Bank of America (Jericho, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls ... based on knowledge of client needs and potential product services recommended **Schedule:** * Monday - Fridays and rotating...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Yorktown Heights, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls ... to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 &… more
- Bank of America (Brooklyn, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls ... to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66… more
- Grant Thornton (Melville, NY)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... standards to a particular fact situation (eg, scope of services , business relationships, employment). + Assist in evaluating relationships...to 4 of those years should be at a manager role. + Business related degree (eg, accounting, finance,… more
- AECOM (New York, NY)
- …a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and ... interdisciplinary review of project deliverables. + Lead design efforts as a project manager or lead engineer, and lead design efforts with limited support required… more
- Mizuho Corporate Bank (New York, NY)
- Asset Management One USA Inc is a New York-based asset manager (SEC registered investment adviser and CFTC registered CTA/CPO) with approximately $ 7 b under ... management and $ 15 b under advisory . We are seeking an Assistant Vice President of...including the review of various tax filings + Manage service providers and problem resolution including administrator s ,… more
- Capgemini (New York, NY)
- …areas are **commercial and digital transformation, innovation, business agility, patient services , and patient experience** . Skilled across the product lifecycle, ... on our organization. You will often serve as the on-site client manager , strengthening and expanding client relationships and leading workstreams and small… more
- City of New York (New York, NY)
- …Coordinator and District Manager in the monitoring and evaluation of municipal services and respond to constituent concerns related to these services - ... empowered through the New York City Charter to make advisory decisions on land use, budgets, public policy and...land use, budgets, public policy and to monitor city services . The Board is composed of appointed members who… more
- City National Bank (New York, NY)
- …of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete ... conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of...10 years of experience in a banking or financial services environment required. * Completion of credit training program… more
- Truist (New York, NY)
- …platform 5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives ... Additional responsibilities on internal client management duties as specified by manager and team. **Essential Duties and Responsibilities** Following is a summary… more