- Catholic Charities Family Community Services (Rochester, NY)
- …Screens individuals for program eligibility. + Conducts in-home psychosocial assessments to determine client need and financial status with client and ... caregiver. + Completes full assessments on computer. + Develops and implements comprehensive care plans. + Authorizes and arranges for home care through contracted Aide Agencies/Day Programs. + Authorizes for payment of bills by tracking services. + Monitors… more
- JPMorgan Chase (Clifton Park, NY)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture ... with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select… more
- Broadridge Financial Solutions (New York, NY)
- … client executives, positioning the company as a strategic partner in their financial transformation. + Drive client retention and expansion by aligning the ... cultivating and expanding key partnerships, nurturing a portfolio of top-tier financial services clients, and driving new revenue opportunities. The ideal candidate… more
- CBRE (Manhattan, NY)
- …Manager, you will be responsible for providing consulting services to an assigned Financial services client account to help achieve the company's strategic ... overseeing commercial interiors construction and renovation projects for the client 's North America portfolio. This is a hybrid role...that requires the Project Manager to report to the client 's offices in New York City a minimum of… more
- Compass Group, North America (New York, NY)
- …+ Analyze business unit results versus targets for both Restaurant Associates financial and Client expectations, highlighting potential issues and presenting key ... a dynamic and strategic Director of Finance to drive financial excellence, operational efficiency, and sustainable growth within a...to the SVP of Finance; this role will oversee Financial Planning&Analysis for RA while also working to support… more
- JPMorgan Chase (New York, NY)
- …by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams, including national accounts and ... sales (external & internal). This role is responsible for cultivating deep client partnerships from ideation through successful launches and subsequent growth across… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with the VP ... to ensure client satisfaction with JP Morgan, by helping to pull...three to five years of experience working at a financial services organization focused on Institutional clients. + Knowledge… more
- JPMorgan Chase (Little Neck, NY)
- …make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the ... relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating,… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more