- Compass Group, North America (New York, NY)
- …our current operation and shaping the growth trajectory of Compass' partnership with a large technology client . You will be a key partner to the client team ... companies and experiences** As the leading foodservice and support services company, Compass Group USA is known for our...and deliver growth to maintain Compass' position as our client 's preferred partner + Act as the… more
- Bank of America (New York, NY)
- …Assist clients in navigating the bank by liaising with the Client Service , Fulfillment, Credit and other partner teams + Prepare account schematics, proposal ... client portfolio reviews, and upsell Treasury products and services as needed + Produce pricing/cost benefit models and...** Job Qualifications:** + 2+ years of experience in Financial Services or the Treasury Group of… more
- M&T Bank (New York, NY)
- …of client relationships. + Remain current on products and services , internal policies and procedures and external developments, including regulations, which may ... products for high-net-worth (HNW) and ultra-high net worth (UHNW) clients to meet client needs. Seeks opportunities to solicit new business by expanding wallet share… more
- JPMorgan Chase (Brooklyn, NY)
- …seize opportunities in various global markets. **Job Responsibilities:** + Provide excellent client service and support to internal and external clients daily ... to identify product enhancements and technology improvement opportunities + Collaborate with Client Service Teams and manage client expectations and… more
- KeyBank (Evans, NY)
- …goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we ... **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key...needs and provide guidance and solutions to assist in client 's financial wellness both in person and… more
- KeyBank (Champlain, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... client servicing issues + Listen for clues for financial wellness opportunities during client conversations, and...with customers and transactions + Exhibits strong sales and service skills, presenting products and services while… more
- TD Bank (New York, NY)
- …you've got years of banking experience or are just starting your career in financial services , we can help you realize your potential. Through regular leadership ... business management areas, broader organization, and enterprise as appropriate. Merchant Services Operations Manager leads a large and/or highly complex, and diverse… more
- Wells Fargo (New York, NY)
- …and 80 markets nationwide providing industry expertise, customized solutions, and local service to support the diverse financial needs of customers. Commercial ... Banking provides products and services , including credit and treasury solutions, to customers with...retain, and grow moderate to high complex and strategic client relationships through the art of relationship management, by… more
- Citigroup (New York, NY)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** New ... excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer...and offer solutions through a wide range of products, services and tools based on client profiling.… more
- Citigroup (New York, NY)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** New ... excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer...and offer solutions through a wide range of products, services and tools based on client profiling.… more