- Citizens (Brooklyn, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... client 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisor who… more
- Capgemini (New York, NY)
- Client Partner ( Financial Services/Capital Markets) Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd ... Cloud, Digital, Data, and AI transformation. **Qualifications:** * 12+ years in senior client -facing roles within IT consulting and financial services. * Proven… more
- Publicis Groupe (New York, NY)
- …through designing the products and services their customers truly value. **Overview** **Senior Client Partner, Financial Services** The Senior Client Partner ... for driving growth and delivering transformative outcomes for top-tier Financial Services clients. This role combines executive-level relationship management,… more
- Allied Universal (New York, NY)
- …and customers we serve. **Allied Universal(R) is hiring a Security Director for a Global Financial Client located in the Hudson Yards area of Manhattan.** As a ... scheduling:** Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime + **Lead and… more
- Citigroup (New York, NY)
- …Client Segments group in Core Trade that will focus on the Niche client segment that includes Financial Institutions (FI), Natural Resources (NR) and ... differentiate Citi Vs our industry peers. Trade Sales and client coverage teams will be the key partners to...and prioritize as needed. + Drive achievement of segment financial performance, revenue performance, and expense management goals as… more
- KeyBank (Rochester, NY)
- …is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will ... deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... summary reports and client -specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client … more
- Bank of America (Utica, NY)
- … financial lives + Fully understands how life events can impact a client 's financial situation and is prepared to actively advise solutions and ... Client Services Representative II- Utica, NY- 2nd Shift...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- World Wide Technology (New York, NY)
- …to form high performance team? Come join WWT today! We are looking for a Client Services Executive to join our Global Enterprise Sales team. **Why should you join ... Global Enterprise Sales?** As a Sr. Client Services Executive you will be a part of...be a part of WWT sales efforts with large financial services customers. Armed with the expertise of our… more
- Bank of America (New York, NY)
- …**Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with ... clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative… more