- TD Bank (West Babylon, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing… more
- Capgemini (New York, NY)
- …role in: + **Leading** the development and implementation of AI strategies to enhance financial services offerings + ** Client delivery including** : + ... creation and articulation of Capgemini's AI point of view for financial services through thought leadership, client briefings, and industry presentations.… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as ... and advisory services to clients around the world. #bmocapitalmarkets The Financial Institutions Group (FIG) team is recruiting for an Associate to join the… more
- Insight Global (New York, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) * Ensures all Continuing… more
- Bank of America (White Plains, NY)
- …industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Banco Popular Puerto Rico (Bronx, NY)
- …experiences and backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including ... and uncovering their needs to gain in-depth knowledge of client 's financial life priorities in order to...a large corporation that offer a wide variety of services and financial solutions to our customers,… more
- Cushman & Wakefield (New York, NY)
- …The primary objective of the position is to maximize the value of the client 's assets; achieving the operational and financial goals and objectives by ... services ), capital planning, and a strong discipline of financial management and related analysis. To be successful, the...assurance of all Cushman & Wakefield facilities management account services and adherence to the client 's real… more
- Citigroup (Glen Cove, NY)
- …and maintaining branch vault cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on ... assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the… more
- CIBC (New York, NY)
- …and capital markets banking partner to our clients, across multiple products and services . The Financial Institutions Investment Banking ("FIG") team has deep ... industry and financial analysis to assist with the development of client recommendations + Lead industry comparable value and transaction precedent analyses +… more
- SolomonEdwards (Albany, NY)
- …Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial , operational, and technology consulting and ... committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit **SolomonEdwards** **Position Summary:**… more