- KeyBank (Cohoes, NY)
- …communities. A Financial Wellness Associate (FWA) splits their time between client servicing and transaction support (70% of time), and engaging clients in ... to uncover needs and provide guidance and solutions to assist in client 's financial wellness, both in person and through proactive calling efforts (30% of… more
- Bank of America (Commack, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (New York, NY)
- …existing clients by leveraging the full capabilities of the bank + Analyzes the client 's financial needs and applies knowledge of borrowing and banking to ... recommend financial services that best align with the client 's unique priorities + Presents potential home lending product solutions, submits the mortgage… more
- Bank of America (Newburgh, NY)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- World Wide Technology (New York, NY)
- …teams? Join WWT today! **Why should you join Global Enterprise Sales?** As a Client Executive you will lead WWT sales efforts with local Fortune 500 customers. Armed ... in class results for your customers. **What will you be doing?** The Client Executive will sell broad technical services, solutions, and products to our customers… more
- CVS Health (Albany, NY)
- …and reconciliation deliverables ( client invoicing, service warranty) as well as client financial projects, initiatives and other financial matters ... new team being formed to address a current knowledge gap between the client and rebate/ financial and reporting operations. This team is a client facing group… more
- TD Bank (Middle Village, NY)
- …'s advisor. As an FA you will be a fiduciary and will put the client 's financial interests first when providing ongoing objective financial advice, long-term ... and annual reviews to determine if there have been changes in the client 's financial status or goals or the need for different strategies or products. Once… more
- Truist (New York, NY)
- …Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client... financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- JPMorgan Chase (New York, NY)
- …providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client 's full financial picture. As part of a local team, you will ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Allied Universal (New York, NY)
- …orders, routine responsibilities, and how to respond to emergency situations or specific client needs + Respond to call-offs that occur during the FS's shift, which ... documents to Branch or Corporate office + Respond to client or site emergencies as they arise, including ensuring...consistently and thoroughly (such as delivery of items to client sites, training of officers at sites, standing post… more