- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... with the market leadership team , Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- Capgemini (New York, NY)
- …by technology created with purpose. **YOUR ROLE** As a Senior Consultant in our Financial Services team , you'll support the development and delivery of ... and delivery. + **Internal Contribution** : Work with our Financial Services team to drive...the latest in generative AI and financial services to inform your work and client … more
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Banker LOCATION: Wolf Road REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) ... AVAILABILITY: Monday-Friday 8:30am-5:30pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients' first impression of the… more
- JPMorgan Chase (New York, NY)
- …We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service . As an Associate on this team ... monitoring processes. + Partner extensively with colleagues across AM, including client service , product, finance, operations, and technology teams. **Required… more
- Capgemini (New York, NY)
- …role in: + **Leading** the development and implementation of AI strategies to enhance financial services offerings + ** Client delivery including** : + ... and articulation of Capgemini's AI point of view for financial services through thought leadership, client...articulation both verbally and visually + Excellent leadership and team management skills + Ability to work in a… more
- Arrow Financial Corporation (Glens Falls, NY)
- …! Currently, we are looking for an experienced professional to join our Wealth Management Financial Services team as: Financial Services Professional ... sales through in-depth knowledge of products offered that match client financial objectives. > Execute buy and...Participate actively in community as designated by Company community service requirements. What you will need to thrive in… more
- IBM (New York, NY)
- …* Driving substantial revenue growth through strategic expansion within our existing Financial Services client base. * Leading multi-million-dollar ... Financial Services , expertise across Salesforce clouds-including Financial Services Cloud, Sales Cloud, and Service Cloud-and your proven track record… more
- World Insurance Associates, LLC. (Syosset, NY)
- …unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local ... in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital management solutions.… more
- Truist (New York, NY)
- …Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client...team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
- Guidehouse (New York, NY)
- …enhancing the institution's financial stability. + Proven ability to successfully lead client service delivery teams that deliver the highest quality work. + ... You Will Do** **:** As a Project Associate Director at Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise to… more