- ARAMARK (New York, NY)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... on growth, cost, and productivity, leading people, and delivering financial commitments. Whether focused on multiple sites for a...commitments. Whether focused on multiple sites for a single client or multiple clients, the key success measures of… more
- WTW (New York, NY)
- …provides excellent opportunities to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge ... **Description** The Pricing Analyst works within the Financial , Actuarial and Analytics (FAA) team and closely...the future. You will have immediate exposure to real client assignments which will draw on your imagination and… more
- Bank of America (New York, NY)
- …Series 66 (or Series 63 and 65). **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Management + Presentation Skills + Risk Management + ... are guided by a common purpose to help make financial lives better through the power of every connection....Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development,… more
- Raymond James Financial, Inc. (New York, NY)
- …Builds and maintains working relationships through communication and personal meetings with the client the Financial Advisor and the client 's professional ... technical estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and other documents to… more
- KeyBank (Dewitt, 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
- CIBC (New York, NY)
- …**Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Capital Markets, Client Service, Financial Leverage, Financial Markets Analysis, ... US Leveraged Finance team in the US works with financial sponsors and corporate clients of CIBC to provide...in the preparation and drafting of marketing materials and client presentations and assist in the presentation of proposed… more
- Sodexo (Bayside, NY)
- …be a trusted advisor with a customer service focus. + Achieve company and client financial targets and goals. + Create a positive environment andensure Sodexo ... and programs. + Continuously evaluate service to ensure resident and client satisfaction. + Drive employee engagement and resident satisfaction through strong… more
- City National Bank (New York, NY)
- …provides information about Bank products and services that can enhance client 's financial position specifically through government guaranteed products. ... as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, City National Code of Conduct,… more
- Raymond James Financial, Inc. (New York, NY)
- …Attains or exceeds annual assigned budgets for volume and fees + Analyzes client 's financial information available through company systems to assess and ... clients and Commercial Banking Teams. + Targets calling efforts directed towards financial executives, or other C-Suite officers, of privately owned or publicly… more
- Family and Children's Association (Mineola, NY)
- …insurance eligibility, benefits, and authorizations. Communicate insurance coverage details and client financial responsibility as needed. Enter and update ... record requests, verifies insurance coverage and benefits, assists with scheduling client appointments, and the submission of court and probation related documents.… more