- Citizens (Brooklyn, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Capgemini (New York, NY)
- Client Partner ( Financial Services /Capital Markets) Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way ... technology and build a more sustainable, inclusive world. Capgemini's Financial Services Global Business Unit is seeking...senior client -facing roles within IT consulting and financial services . * Proven success managing large… more
- Publicis Groupe (New York, NY)
- …designing the products and services their customers truly value. **Overview** **Senior Client Partner, Financial Services ** The Senior Client Partner ... responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. This role combines executive-level relationship… more
- Allied Universal (New York, NY)
- …and customers we serve. **Allied Universal(R) is hiring a Security Director for a Global Financial Client located in the Hudson Yards area of Manhattan.** As a ... Company Overview: Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- Bank of America (Utica, NY)
- Client Services Representative II- Utica, NY- 2nd Shift Utica, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- KeyBank (Rochester, NY)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more
- World Wide Technology (New York, NY)
- …to form high performance team? Come join WWT today! We are looking for a Client Services Executive to join our Global Enterprise Sales team. **Why should you ... join Global Enterprise Sales?** As a Sr. Client Services Executive you will be a...be a part of WWT sales efforts with large financial services customers. Armed with the expertise… more
- World Wide Technology (New York, NY)
- …best in class results for your customers. **What will you be doing?** The Client Executive will sell broad technical services , solutions, and products to our ... up to 25%. **Responsibilities:** + Position WWT capabilities and service offerings with client business and technology...about Global Enterprise Sales? Check out the Solutions and Services we provide on the platform: ** **https://wwt.com** The… more
- Bank of America (New York, NY)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more