- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- Citizens (New York, NY)
- …years of Healthcare banking/corporate finance experience and exhibited competency in client relationship management, financial analysis and credit structuring. + ... will be a senior coverage banker within the Corporate Banking Division with Client and Prospect activities focused on Healthcare Services companies. This role serves… more
- KeyBank (Tarrytown, NY)
- …Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client 's goals in a financial plan. + Develops and maintains an ... Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing,...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Ankura (New York, NY)
- …grow accounting teams of various skill levels. + Oversee and/or contribute to client annual external financial statement audits. + Implement improved processes ... and greater transparency into cash flow reporting and forecasting. + Financial Reporting: Design external financial reporting and management reporting… more
- Tompkins Community Bank (Mount Kisco, NY)
- … client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client 's goals and values. This ... and insurance disciplines to deliver a seamless and holistic client experience. + Deliver personalized financial planning...and holistic client experience. + Deliver personalized financial planning by uncovering client goals, values,… more
- Insight Global (New York, NY)
- Job Description A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for ... FX, and RIA accounts. The person will be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately… more
- Scotiabank (New York, NY)
- …+ Responsible for client balances and revenue targets, in addition to client adherence to financial resources constraints such as balance sheet/leverage and ... to Counterparty Credit Risk and Compliance. + Work closely with the Financial Resource Management team to navigate changing market dynamics, responding to increased… more
- WM (Potsdam, NY)
- …and reporting. Resolve all issues in a timely manner. + Administer client and vendor financial obligations including invoicing, reporting and contracts. ... strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial,… more
- S&P Global (New York, NY)
- …and unrated entities. Directly manage and build on relationships with strategic client accounts and Financial Advisors. Develop the business growth strategies ... leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions. **The Role:** Manage, mentor and coach… more
- CBRE (New York, NY)
- …work alongside senior practitioners to structure complex renewable energy transactions, develop financial models, and support client engagements across M&A, tax ... M&A Financial Analyst, Energy & Renewables Job ID 247142...economics; conduct sensitivity analyses and scenario planning to inform client recommendations. + **Transaction Support** : Support structuring and… more