- GMHC (New York, NY)
- …in the development and implementation of individualized care plans that address specific client needs. Client Record & Financial Management: + Supervise ... in driving the department toward exceeding contractual standards and ensuring high-quality client care. This position requires a leader who is not only proactive… more
- American Express Global Business Travel (Albany, NY)
- …communication with client to ensure understanding of expectations and client satisfaction. ** Financial Management** + Strategize with operations leadership ... teams' sourcing and planning tasks for assigned programs, provides client and team support, conducts team trainings, and manages...to analyze, forecast, implement, and run financial and operational measures to track results and ensure… more
- GMHC (New York, NY)
- …Ensure accurate data entry into reporting systems such as eCOMPAS, TREAT, and AWARDS. Client Record & Financial Management: + Oversee staff to guarantee that all ... as it relates to agency, funder, and local/federal laws and regulations and client advocacy. The Sr. Director of Residence Management is responsible for developing… more
- BMO Financial Group (New York, NY)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +...technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. +… more
- BMO Financial Group (New York, NY)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +...technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. +… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure...+ Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory… more
- Citigroup (New York, NY)
- …cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on digital and self-service ... with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the Customer… more
- TD Bank (Flushing, NY)
- …all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with... goals and making investment recommendations aligned to their client 's goals. The role will serve as the central… more
- TD Bank (Brooklyn, NY)
- …all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide ... **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with... goals and making investment recommendations aligned to their client 's goals. The role will serve as the central… more
- Bank of America (New York, NY)
- …large corporate/private equity to core middle market.Requires direct contact with the client , financial sponsors and/or financial intermediaries.This will ... are guided by a common purpose to help make financial lives better through the power of every connection....both internal and external clients. + Easily navigates multiple client and support organizations; able to engage and gather… more