- City National Bank (New York, NY)
- …a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- ARAMARK (Buffalo, NY)
- …and directs all activities related to the Engineering department and will have client financial accountability, and be in compliance with the standards ... Will also focus on meeting and exceeding operating and financial goals, client objectives, KPI metrics, and...to manage in a diverse environment with focus on client and customer services is a key… more
- H&R Block (Flushing, NY)
- Our Company A Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. Maintains client ... taxes, and other reports, as needed. + Perform payroll services as requested by the business client ...concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …We Are We are a full- service business operations firm that provides accounting, financial and consulting services to a diverse client portfolio. Our ... of the variation, we are committed to delivering high-quality financial services and support across the entire...client relations and providing ongoing support + Maintaining client financial reports and dashboards + Contributing… more
- BGB Group (New York, NY)
- … financial meetings to ensure accurate internal data and to support client financial status communications Qualifications Required + At least 3 years ... or timing that may impact agency resource requirements + Local (tristate) client engagement travel as needed/required Financial Management + Maintains accurate… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …to deliver high-quality service + Build and manage long-term client relationships + Provide guidance on financial planning, budgeting, forecasting, ... guiding teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries… more
- JPMorgan Chase (Brooklyn, NY)
- …capabilities, and skills** + 3+ years of experience or equivalent expertise in a client service role within a financial institution. + Excellent influencing, ... Join our dynamic team as a Client Service Delivery Associate I and...and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will… more
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... track of life changing events that could affect a client 's financial plan and adjust the plan...servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions… more
- MUFG (New York, NY)
- …and reporting. **Qualifications:** + Minimum 12-15 years of experience working with Financial Services & Banking organizations + MBA degree in Finance ... insights, client strategy development, and cross-business execution to enhance client growth, operational efficiency, and financial performance across global… more
- KeyBank (Mahopac, NY)
- …Branch Huddles and Debriefs. + Work in a branch environment to provide in-person client services . + Assist Private Client Advisor in engaging licensed ... (required) + Bachelor's Degree (preferred) **Work Experience** + Experience in financial services or related field (preferred) **Licenses and Certifications**… more
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