- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +...if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full… more
- IBM (New York, NY)
- …embraces your unique skills and experience . **Your role and responsibilities** The Client Partner acts as a strategic advisor and trusted point of contact ... * Experience in managing expectations, resolving conflicts, and ensuring client satisfaction. * Excellent Communication Skills * Strong verbal and written… more
- Neuberger Berman (New York, NY)
- …and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. ... client -facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and tools.… more
- KeyBank (New York, NY)
- …Americas - New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full ... Degree Bachelor's degree or 7+ years of related job experience (required) + Master's Degree Masters in Business Administration...Advisor : Ability to build trust by taking a client centric approach + Strategic Thinking: Deploys a long-term,… more
- KeyBank (Tarrytown, NY)
- … is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- JPMorgan Chase (Brooklyn, NY)
- …client expansion and retention strategies proactively. + Focus on overall client experience and scorecard objectives; exceed satisfaction and profitability ... relationship building skills + Demonstrable track record evidencing an exceptional client experience with measurable results and the ability to proactively… more
- KeyBank (Otisco, NY)
- …that no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience culture, being present with every client and teammate ... York 10549 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team… more
- KeyBank (Poughquag, NY)
- …that no bank will fight harder for them. **Responsibilities** + Embodies a strong client experience culture, being present with every client and teammate ... York 12570 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team… more
- World Wide Technology (New York, NY)
- …+ Demonstrated experience working with geographically dispersed (global) teams + Experience as a Client Partner on technology-oriented projects and programs ... **Sr. Technical Delivery Manager ** **_Onsite requirement 2-3 days a week_** **_Global...** **_Onsite requirement 2-3 days a week_** **_Global Financial experience needed_** **Why WWT** At World Wide Technology, we… more
- World Insurance Associates, LLC. (Syosset, NY)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... In addition to the work, you do with your manager daily, you'll have the opportunity to participate in...do not offer remote internships) + Prior customer support experience preferred. + Possess strong organization / administrative and… more