- Raymond James Financial, Inc. (Clarence, NY)
- …support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...client -specific reporting as needed for review by the financial advisor + Create and maintain records and files… more
- US Bank (New York, NY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... is the fifth-largest commercial bank in the United States. The Institutional Client Group (ICG) is the relationship-management team that serves our largest clients… more
- CBRE (New York, NY)
- …suppliers, ensuring accurate and timely billing; reconcile budgets and track financial performance across client engagements; coordinate commission calculations ... backbone of our Energy Procurement Services team. This role combines financial operations, process management, and stakeholder coordination to ensure seamless… more
- Dorsey & Whitney LLP (New York, NY)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... skills - Excellent time management and project management skills - Strong client service mentality and cultural sensitivity We prefer that applicants have the… more
- Dorsey & Whitney LLP (New York, NY)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... Problem solver who takes initiatives and ownership of projects, with strong client service and team player mentality; - Mandarin-English bilingual, with Mandarin as… more
- CBRE (New York, NY)
- …**About the role** The Project Manager will provide consulting services for our financial services client account to help achieve the company's strategic ... PMP, and/or CCM designation(s) preferred. + Commercial building security systems and financial services client experience is highly desirable. + Proficiency in… more
- JPMorgan Chase (New York, NY)
- **The Private Client Banking Marketing team is part of the Consumer Bank Marketing organization and is responsible for shaping the vision for how we support our ... segment. Our focus is on offerings designed specifically for this audience-Chase Private Client and JP Morgan Private Client . We are seeking a strategic,… more
- TD Bank (New York, NY)
- …extensive industry experience, build long-lasting relationships and create best-in-class, client -facing presentation materials and financial models. Following ... experience, develop long-lasting client relationships and create best-in-class, client -facing presentation materials and financial models. + Analysts will… more
- UMB Bank (Albany, NY)
- **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and...of education & experience preferred + 5+ years of financial services industry experience, with a minimum of 3… more
- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team and… more