- Dow Jones (New York, NY)
- …including custom content, video, podcasts and events. This role supports the Vice President, Financial Services for their industry sector and must be able to ... is necessary with prior advertising sales or consulting experience preferred + Financial Services sector experience and/or understanding is required + Bachelor's… more
- Charles Schwab (Manhasset, NY)
- …under a condition of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written and verbal communication ... quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in...Financial Consultant(s) + Ability to uncover and meet client needs and effectively manage client expectations… more
- C&W Services (Albany, NY)
- **Job Title** Senior Vice President, Client Services Life Sciences/Manufacturing **Job Description Summary** The Senior Vice President, Client Services ... financial targets and critical milestones. + Building evolving client retention strategies to stay in front of ...+ Builds rapport with Business Development, Marketing & Solutions, Client Services , and other functions (Legal, HR,… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Service Director role for Treasury Services of a global Bank located ... in downtown Manhattan New York. Our client requires 12+ years Client Services...Directors, Segment Heads, key stakeholders, etc. + Represent Global Client Service , leading Incidents, driving Client… more
- JPMorgan Chase (New York, NY)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Bloomberg (New York, NY)
- …Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10041814 **Description & Requirements** Quantitative investment ... Client Quant Developer (SPEC TEAM), Specialist Sales -...need to have:** + Minimum 5 years' experience in Financial Services or a Financial Technology… more
- Citizens (New York, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Bloomberg (New York, NY)
- …Sales - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045049 **Description & Requirements** **Bloomberg is a global ... employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we...have: - Minimum 2 years of experience working in financial services or a financial … more
- Paychex (Rochester, NY)
- …and unleash your potential. Overview Works independently to provide customer service for multiple Paychex products. Ensures good customer relations are maintained ... procedures. Proactively educates and informs clients, and initiates improvements based on client feedback. Has specialized depth and breadth of expertise in multiple… more
- Paychex (Rochester, NY)
- …Overview Under a minimal level of guidance and direction, provides customer service for multiple Paychex products. Ensures good customer relations are maintained and ... procedures. Proactively educates and informs clients, and initiates improvements based on client feedback. Has in-depth knowledge of at least one Paychex product.… more