- KeyBank (White Plains, NY)
- …conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. ... clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a … more
- City National Bank (New York, NY)
- …& personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and ... on clients. * Personal & Business Financials - review financial statements to fully understand a client 's...review financial statements to fully understand a client 's financial health and advise accordingly. *… more
- Compass Group, North America (New York, NY)
- …developing client -facing analytical summaries and extracting insights to drive financial performance. + Provides strategic financial support to the ... cashflow and ROI models when capital investments are required. + Creates client -facing presentations summarizing financial performance, operational metrics, and … more
- Bloomberg (New York, NY)
- …**You'll need to have:** + Experience selling Electronic trading technology solutions to financial institutions + Client facing experience with FX traders + ... Electronic Trading Solutions (ETS) - FX Sell-side Relationship Manager, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service… more
- Bank of America (New York, NY)
- …in the origination and underwriting of transactions. **Responsibilities:** + Analyzes client 's financial performance by comparing it to past performance, ... projections, and industry standards + Reviews financial statements, assesses the client 's compliance with financial covenants, and renews risk ratings, while… more
- Wells Fargo (New York, NY)
- …to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information ... client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft… more
- KeyBank (Mahopac, NY)
- …and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client ...through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a… more
- JPMorgan Chase (Brooklyn, NY)
- …your proficiency in strategic planning and digital literacy. + Protect both the client and the institution from potential financial and reputational damage. + ... 3+ years of experience or equivalent expertise in a client service role within a financial institution....in a client service role within a financial institution. + Excellent influencing, negotiation, and communication skills,… more
- KeyBank (Pearl River, NY)
- …and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client ...through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a… more
- S&P Global (New York, NY)
- …Qualifications:** + 5-7 years of experience in client onboarding or client lifecycle roles within the financial services industry, with managerial experience ... making informed decisions that enhance our effectiveness. Collaboration and a client -centric approach are fundamental to our culture, enabling us to work… more