- Citigroup (New York, NY)
- …internal stakeholders including Front Office Sales and Trading Desks, Compliance, Legal, Finance and HR; alongside having significant interaction with our external ... base, playing a key role in the overall client experience. We have a Client relationship group, dedicated to overseeing the Organizational service performance… more
- Educational Alliance, Inc. (New York, NY)
- …The Data Management Coordinator maintains and fully utilizes VIVE, NYC Aging's client information tracking system, as well as other required internal and external ... New Yorkers. + Collaborate with Older Adult Program staff and the Finance and maintain up-to-date records of participants, accurate tracking of services delivered,… more
- City National Bank (New York, NY)
- …loan management process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships for clients. Provides ... structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager, Team Manager or Credit Manager's request… more
- City National Bank (New York, NY)
- …duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses ... and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and… more
- Atria Wealth Solutions (Corning, NY)
- …and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update ... client needs ensuring investment objectives and goals are progressing...team-oriented culture Desired Qualifications + Undergraduate Degree in Business, Finance , or related field + Certified Financial Planner (CFP)… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... analytics, and insights, content and creative production, communications and strategy, finance and marketing, and sociology, psychology, and other liberal arts… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... analytics, and insights, content and creative production, communications and strategy, finance and marketing, and sociology, psychology, and other liberal arts… more
- KeyBank (Syracuse, NY)
- …support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. ... Relationship Managers. Viewed as a value-add financial advisor by the client /borrower, critical and knowledgeable contributor to the deal team and respected… more
- Neuberger Berman (New York, NY)
- …teams to translate complex investment strategies and market views into clear, client -focused messaging and content + Support sales teams with timely product ... adherence to regulatory standards + Monitor market trends, competitor activity, and client needs to inform marketing strategy and product enhancements + Project… more
- New York State Civil Service (New York, NY)
- …see below for additional details), which are organized according to specific client agency groupings. Across these practice groups and sections, the bureau's ... including constitutional challenges to statutes and regulations enforced by their client agencies; labor and employment litigation emanating from their client… more