- M&T Bank (Hauppauge, NY)
- …The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial clients at M&T Bank. This position involves ... analyzing financial statements, monitoring loan portfolio, and ensuring compliance with...ensuring compliance with credit policies and regulatory requirements. This client facing role serves as a critical link between… more
- Citigroup (New York, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Huntington, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Hewlett, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- AON (New York, NY)
- …position will be responsible for owning and developing a set of client relationships, delivering insights to Equities businesses across the industry's leading ... relationship managers are passionate about helping our clients succeed and manage client relationships with over 90 sell-side brokers independently - this includes… more
- Scotiabank (New York, NY)
- …to management as required + Relationship Management, Collaboration and Communication + Managing partner , business line, sales and vendor (if any) relationships ... stakeholder and partner teams, the individual will be leading and managing the end-to-end GTM efforts from a product perspective, with the overarching objective… more
- CBRE (Albany, NY)
- …presentations, and other client -facing materials. + Set and measure operational and financial goals for client accounts. + Provide oversight on profit and ... With expertise across various life sciences categories, CBRE is a leader in managing highly-regulated spaces within the industry. About the role! We are hiring an… more
- Broadridge Financial Solutions (New York, NY)
- …will play a pivotal role in deepening relationships with our existing client base while driving new revenue opportunities. This is a high-impact leadership ... role, responsible for shaping client strategy, delivering world-class service, and maximizing value for...of relevant account management and sales experience, ideally in financial technology, financial services, or related B2B… more
- JPMorgan Chase (Brooklyn, NY)
- …client instructions, completions and reconciliation + Monitor internal and external client inquiries, resolve non-routine issues and closely partner with ... Custody Client Operations professional at JP Morgan Chase, are...JP Morgan Chase, are responsible for the forefront of managing and safeguarding our clients assets with precision and… more
- Citigroup (New York, NY)
- …Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and ... consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more