- AON (New York, NY)
- …pension accounting, retirement plan management and financing. + Act as a project manager on client accounts and supports senior colleagues on complex projects ... Uses discipline specific best practices. + Uses International Wealth delivery models, tools and resources. + Able to collaborate...plan management and financing. + Act as a project manager on client accounts and supports senior… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... solutions with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for… more
- TD Bank (New York, NY)
- …of heavy interaction with customer accounts and facilitating the allocation of money manager sub-accounts for client type trading for cash and repo transaction ... Operations, Payment and Correspondent Banking Services, Business Services, and Change Delivery . The Global Operations team partners with the front office and… more
- Bank of America (New York, NY)
- …by identifying targeted investment strategies. You will assist in the preparation and delivery of client performance review reports to measure progress to goals. ... development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products… more
- Bank of America (Flushing, NY)
- …coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Minimum ... held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business… more
- WTW (New York, NY)
- …of multi-country issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate Director, you will ... In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble...communication liaison with our clients, trouble shoot issues, create client deliverables, contribute to client management and… more
- JPMorgan Chase (New York, NY)
- …within the Business Services team, you will spearhead the scoping and delivery of treasury consulting services to cutting-edge technology companies aiming to enhance ... market knowledge and expertise in engagements and dialogue with client base + Successfully lead and execute consulting engagements...treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal… more
- Compass Group, North America (Rochester, NY)
- …to internal teams to participating in new business sales presentations and internal client and board leadership. + ServSafe Manager Certification required. + ... specialized and unique brand offerings designed to fit each client and community's diverse needs - from fine dining...virtually as needed. Actively participate in the development and delivery of Quarterly and Annual Business Reviews and other… more
- City National Bank (New York, NY)
- …loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager or Credit ... Manager 's request to facilitate delivery of the credit product and/or or assist in...past dues based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- Deloitte (New York, NY)
- The Tax Transformation Office (TTO) serves Deloitte Tax, focused on transforming client service delivery inclusive of people, process, and technology in order ... Office is responsible for collaborating with business and technology stakeholders to define delivery standards and the standard process to support the delivery … more