- 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
- 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
- NBT Bank (NY)
- Pay Range: $20.60 - $28.83 Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue ... process/results and all required government filings. Ensure that all services are delivered within EPIC RPS' documented service...Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits… 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
- 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
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Banker LOCATION: Floating REPORTS TO: Branch Administration Officer CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 ... AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients' first… 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
- Lakeview Health Services (Geneva, NY)
- …and high performing team with a devotion and commitment to client service . Essential Job Functions Overview: Under general supervision, is responsible ... Join our Team ! EMPLOYMENT OPPORTUNITY $2500 Sign-on bonus Title : Financial Assistant - Billing Specialist Job Requisition No.: 1784 Program : Administration,… more
- Bloomberg (New York, NY)
- …, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10036133 **Description & Requirements** Bloomberg is a global ... ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service ,...detailed project plan creation, regular partner meetings and in-person client training. Individuals on the team will… 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