- Citigroup (Hewlett, NY)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** Hewlett ... 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
- JPMorgan Chase (Rochester, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . + Ability to partner with client 's other ... there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more...inherent in the structure and underlying assets, and the client 's expectations + Cross-selling of JPM products/ services ;… more
- Citigroup (New York, NY)
- …+ 6-10 years experience working in a Global Custody role within a regulated Financial Services company, preferably in Investor Services domain. Some ... change, with a balanced risk management mindset, across Product, Operations, Technology and Client partner groups. + Strong collaboration skills and ability to… more
- AIG (New York, NY)
- …with AIG's Global Multinational Business Model, to deliver targeted MN client service and stakeholder experience. + Engage and partner with internal and ... client and broker survey results. Ensure world class service is delivered to our global clients and broker...meet tight deadlines and service standards. + Partner with and direct shared services team… more
- City of New York (New York, NY)
- …and meeting the program needs of the client agencies. - Responsibility #8: Partner with Real Estate Services ' Design and Project Management (D&PM) unit to ... to purchasing over $1 billion annually in goods and services for more than 80 City agencies what we...and efficient control of the entire leasing process for client agencies. - Responsibility #10: Confer and partner… 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
- Compass Group, North America (Pearl River, NY)
- …management (FM) division of Compass Group USA, a Gold-level Corporate Sustaining Partner of the International Facility Management Association (IFMA), and a Platinum ... Energy Engineers (AEE). ESFM self-performs 80% of all FM services provided to clients. Our portfolio of solution categories...leader for Compass One. In the eyes of the client , this is the person that best represents our… more
- JPMorgan Chase (New Hyde Park, NY)
- …delivery of new accounts and full suite of products and services . Leverage service team to deliver an outstanding client experience + Protect the firm by ... provide a high-touch experience by building relationships and providing financial advice with a focus on client ...Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of… more
- PNC (New York, NY)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services , both in and out of PNC's branch footprint, ... within the marketplace. You will serve as a strategic partner to clients by adding value and providing best-in-class...ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses… more
- Compass Group, North America (New York, NY)
- …in contract services hospitality management with proven ability in cultivating client Engagement and retention. Reporting to the COO, from R/A's NYC Corporate ... sessions for operational excellence, and contributes to R&D efforts to keep services ahead of market expectations. **Key Drivers** ** Client Engagement** :… more