- World Insurance Associates, LLC. (Rochester, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...& HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors… more
- KeyBank (Albany, NY)
- …expected pull-thru and funding rates, and achieving established benchmarks for client NPS scores. + Serves as a market's residential real-estate options/products ... pipeline; hires, trains and onboards new employees grounded in Key's Financial Wellness mission. + Build strong collaborative relationships with internal partners… more
- City National Bank (New York, NY)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... Works closely with existing and new clients to understand their specific financial requirements and provide effective solutions, while maintaining the credit quality… more
- City National Bank (New York, NY)
- …processes to ensure seamless execution for clients. Maintain ongoing existing client relationships and continue to proactively identify opportunities that increase ... profitability, while mitigating risk for clients and delivering an excellent overall client experience. Proactively seek and attract new client relationships in… more
- Publicis Groupe (New York, NY)
- …financials:** Handle all aspects of project administration, from initial setup and ongoing financial analysis to time and expense approvals, client billing, and ... that promotes high-performing teams and expertly manages both internal and client relationships. This position calls for an expert understanding of project… more
- Banfield Pet Hospital (Middletown, NY)
- …the team when called upon and ensuring quality medical care, exceptional client service, associate engagement and maximum productivity. . Helping create an ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... Financial Advisors and Lending Advisors act as trusted advisors...competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- JPMorgan Chase (New York, NY)
- …at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst ... of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil. As an… more
- Wells Fargo (Tarrytown, NY)
- …Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for ... succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition… more