- JPMorgan Chase (Lake Grove, NY)
- …in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively ... the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client… more
- Citigroup (Getzville, NY)
- …constantly improve client satisfaction, as well as the overall group performance **Responsibilities:** + Deliver overall client satisfaction while at the ... The Client Onboarding Team is responsible for implementing and...efficient process to handle all aspects of onboarding a client so that they are ready to do business… more
- NBT Bank (Williamsville, NY)
- …makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and ... consistent with individual or team goals. + 20% Monitors client investment performance versus risk tolerance and makes appropriate recommendations. + 10%… more
- Santander US (New York, NY)
- …opinion, and providing a recommendation as well as being able to monitor client performance . + Deep understanding of banking products including derivatives, ... both internal and external expectations are met. + Join client due diligence discussions and form an opinion on...You may be evaluated in part based upon your performance of the tasks listed in this job description.… more
- Publicis Groupe (New York, NY)
- …a strong foundation in media channel investment and activation (option to add pending client : ";emphasis on performance media or video or retail media, etc") + ... of contact for clients and internal teams for the client investment portfolio. + Speak fluently to multiple media...pacing and navigating over and underspends by channel, and performance cross channel + Establish processes, where needed, to… more
- University of Rochester (Rochester, NY)
- …billing for assigned FAO(s) associated with program. - Clinical Patient Care or Performance Client Training - Develops and modifies individualized programs for ... This role is responsible for driving athletic training and performance excellence in partnership within our rehabilitation and medical...patient or client treatment working from physician's general or specific order(s),… more
- Win (Women In Need) (Staten Island, NY)
- …+ Managing Performance : Participate actively in team meetings and communicate client needs. Monitor performance against predetermined standards set by Win ... Supervise, coach, and train Residential Aides and Security Guards. + Complete performance evaluations for Residential Aides and Security Guards. + Manage crisis… more
- Bank of America (New York, NY)
- …Risk teammates to assess and deliver credit solutions + Monitors the client 's operating performance and financial condition, proactively identifying issues and ... teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the...worthiness and provides analysis and decisioning on whether a client should receive a credit facility + Partners with… more
- JPMorgan Chase (New York, NY)
- …the Americas. This includes executing trades, engaging with borrowers, and optimizing client lending performance . The trader partners closely with institutional ... clients, counterparties, and internal teams to drive performance and support JPMorgan's broader securities financing strategic objectives. **Job Responsibilities** +… more
- SitusAMC (New York, NY)
- …the principal due under the contract. + Perform a thorough review of the client historical operating performance (analysis of balance sheet, cash flow and income ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...but act local - come join our team! Our client is a British universal bank. They are diversified… more