- Bank of America (New Paltz, NY)
- …by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives ... are guided by a common purpose to help make financial lives better through the power of every connection....Account Management * Client Experience Branding * Client Management * Client Solutions Advisory… more
- Citigroup (New York, NY)
- …new recruits **Qualifications and Skills:** + 5-8 years of experience serving in a financial advisory capacity + Experience in a proactive, successful sales and ... investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior… more
- Deloitte (New York, NY)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (New York, NY)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (New York, NY)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and...on proprietary research known as the Casey Quirk Knowledge Center . As part of our continued growth, we are… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... Financial Advisors and Lending Advisors act as trusted advisors...competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending… more
- Bank of America (Yonkers, NY)
- …by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives ... are guided by a common purpose to help make financial lives better through the power of every connection....Account Management + Client Experience Branding + Client Management + Client Solutions Advisory… more
- KeyBank (Tarrytown, NY)
- …on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with ... effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing… more
- NBT Bank (Williamsville, NY)
- …referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: ... skills + No significant compliance issues + Has developed a process for client segmentation + Demonstrated team player and high quality service provider + Advanced… more
- Mizuho Corporate Bank (New York, NY)
- …Mexico, Brazil and Chile, Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups ... vs Computer Mgt, App volumes (good to have), end user software center Thin/Zero Clients HPDM Imaging, Creating sequences, Imaging: Ghost, PXE boot, VMware… more