- KeyBank (Brewster, NY)
- …Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2… more
- KeyBank (Cheektowaga, NY)
- …Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2… more
- City National Bank (New York, NY)
- …dues based on information provided by the Relationship Manager. * Performs quarterly financial reviews of client 's financial condition including monitoring ... loan management process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships for clients. Provides… more
- Bank of America (New York, NY)
- …MBA) + Knowledge of private markets **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Management + Presentation Skills + Risk Management ... are guided by a common purpose to help make financial lives better through the power of every connection....Description:** Acts as the senior product representative on a client team and is solely responsible for all product… more
- Citigroup (New York, NY)
- …partner closely with Citi Private Bankers to assist in evaluating the client 's holistic financial situation and opportunities to improve outcomes through ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is...also work closely with Sales leadership to help identify client engagement opportunities to progress strategy and focus on… more
- City of New York (New York, NY)
- …- Prepare and execute the month end closing processing and generates monthly Client Financial Statements. - Participate in and review audits conducted on ... from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual...be limited to: - Approve all payment invoices for client accounts in the FMS automated system before authorizing… more
- Sedgwick (New York, NY)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Director | REMOTE | Casualty/Workers ... experience required** + **Commutable to NYC as needed by Client ** Are you looking for an opportunity to join...comprehensive benefits to take care of your mental, physical, financial , and professional needs. **ARE YOU AN IDEAL CANDIDATE?**… more
- Banco Popular Puerto Rico (New York, NY)
- …clients by listening and uncovering their needs to gain in-depth knowledge of client 's financial priorities and provide the products/services that are most ... Management, Private Banking, Wealth Management, and Branch teams to provide comprehensive financial solutions to clients and expand client relationships and… more
- Bank of America (New York, NY)
- …hire or within 120 days of hire **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Management + Presentation Skills + Risk Management + ... are guided by a common purpose to help make financial lives better through the power of every connection....provide advice on portfolio hedging and positioning based on client 's objectives and risk tolerance; and engage in the… more
- East House Corporation (Rochester, NY)
- …+ Assists clients with funding and financial matters and insures that Client Financial Contracts are developed and maintained and serves as liaison between ... and discharges are maximized so that bed days are utilized. Measurables + Client financial contracts are up-to-date 100% of the time + Payment for client… more