- Scotiabank (New York, NY)
- …responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising ... a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our… more
- Truist (New York, NY)
- …Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on banker's knowledge of sector ... for portfolio and clients in sector 3.Responsible for gaining understanding of client 's strategy, financial objectives, risk tolerance and desired outcomes /… more
- GMHC (New York, NY)
- …technical competencies to effectively manage case documentation, reporting, and client services : Intermediate proficiency in Microsoft Excel, including: ... housing department, overseeing and enhancing the delivery of comprehensive supportive services , including home visits, escorts, social service referrals,… more
- JPMorgan Chase (New York, NY)
- …and scaling digital products + Experience designing for a consumer or financial services settings or another regulated, data-dense industry. + Experience ... vision will be instrumental in crafting solutions that simplify complex financial journeys, strengthen client -advisor relationships, and deliver measurable… more
- Grant Thornton (New York, NY)
- …your knowledge of each client 's operations, processes and risks to support financial statement opinions and enhance IT assurance services - all with the ... clients and your engagement team while working collaboratively to improve the client 's overall financial reporting processes, and help them better understand… more
- TD Bank (Brooklyn, 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
- M&T Bank (Hauppauge, NY)
- …strategies to grow client base .Promote and sell the full array of financial services distributed by the Company to current and new clients. + Coordinates ... Custom Credit, Investment Advisors and Trust Officers to assess client 's current financial situation, goals and objectives...a minimum of 7 years' sales experience in the financial services industry, or in lieu of… more
- TD Bank (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
- 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