- KeyBank (Suffern, NY)
- … servicing issues, escalating as needed. + Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition ... high level of integrity. + Excellent time management skills. + This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a… more
- Edward Jones (Greenwich, NY)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing… more
- SMBC (New York, NY)
- …Client Onboarding & Implementation:** + Serve as the primary project lead for client onboarding, managing the entire lifecycle from initial kickoff through to ... process performance and implement innovative solutions to improve efficiency, scalability, and client experience + Partner with senior leadership to define KPIs,… more
- Citigroup (New York, NY)
- … partner closely with Citi Private Bankers to assist in evaluating the client 's holistic financial situation and opportunities to improve outcomes through a ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is...influencing skills, and strong sales experience. **Key Responsibilities:** + Client Engagement - Partner closely with Private… more
- Citigroup (New York, NY)
- …requests and structure bespoke loan proposals that meet the client need while managing overall Firm targets. + Partner with Citi Wealth Integrated Client ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and...competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- JPMorgan Chase (New York, NY)
- …banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management ... you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as...Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with… more
- Citigroup (New York, NY)
- …change, with a balanced risk management mindset, across Product, Operations, Technology and Client partner groups. + Strong collaboration skills and ability to ... business reporting to Core Product Head/Global Custody and will be responsible for managing the overall core product offering. The role will entail setting and… more
- Microsoft Corporation (New York, NY)
- …to customers. Demonstrates Microsoft solutions to prove capabilities, applies architectures to client scenarios, and engages in partner sell-with scenarios to ... including driving employee growth and development, executing projects, and managing performance. Proactively identifies and engages with key customer technical… more