- Bank of America (New York, NY)
- …High School Diploma / GED / Secondary School or equivalent **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Brooklyn, NY)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since… more
- Bank of America (Bronx, NY)
- …experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since… more
- PNC (New York, NY)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness offers a comprehensive suite of ... and deepen existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of… more
- New York Post (New York, NY)
- …and activation opportunities to support client objectives o Development of client , account , competitive, and syndicated research for general and client ... and creative Marketing role will work cross-functionally with Creative, Account Management, Ad Operations, Communications and Consumer Marketing. **Primary… more
- PNC (New York, NY)
- …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... encouraging distribution and use of products across various lines of businesses. * Client relationship management is crucial, focusing on expanding market share with… more
- Metro One Loss Prevention Services Group (Rochester, NY)
- …State and Local regulations and certification requirements. Reports directly to the Region Manager for the national client , working closely with other Metro One ... owner and leader mentality" to establish commitment to the client and account . Job Requirements: Along with...and Life Safety programs and people. Extensive knowledge of federal , New York state and local regulatory agency rules… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides ... facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of lead Financial… more
- Bank of America (New York, NY)
- …50% of the time + BS/BA Degree or equivalent work experience **Skills:** + Account Management + Business Development + Client Management + Client ... Credit, Risk and Service partners to present optimal global solutions to meet client objectives. **Responsibilities:** + Focus on growth of new client … more
- Bank of America (New York, NY)
- …and a Certified Treasury Professional certification or equivalent preferred **Skills:** + Account Management + Business Development + Client Management + ... Credit, Risk and Service partners to present optimal global solutions to meet client objectives. Responsibilities include: + Focus on responsible growth of new … more