- TD Bank (New York, NY)
- …advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex ... Managers, and Investment Advisors who are part of the client -facing Distribution teams are both** **securities-registered** **and insurance-licensed. Additionally,… more
- City National Bank (New York, NY)
- …respond to corporate actions, margin alerts, and low cash balances in client portfolios. * Address margin calls and cash shortfalls through proactive communication ... and areas of improvement to Director of Operations/Trading. * Participate in various Client Service meetings, as a representative of the Trading Team. * Manage and… more
- Pioneer Bank (Albany, NY)
- …to existing Pioneer Bank clients. + Manages, cultivates, and grows a portfolio of credit and deposit clients. + Enthusiastically and professionally represents ... the sales process. + Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. + Performs cost/benefit and risk analysis… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC...effectively execute processes. + Keep close communication with the Client Service team on daily tasks and progress. +… more
- GAF (New York, NY)
- …and meaningful relationships. Expect to juggle competing priorities and client requests/deadlines regularly. + Industry Engagement & Relationship Building: Display ... building science principles. Navigate when to defer to a client 's request vs. when to guide a client...installed by quality craftsmen and women. The full GAF portfolio of solutions is supported by an extensive national… more
- S&P Global (New York, NY)
- …10 **The Team::** As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Equity professionals assist clients in the ... Associate will use valuation techniques and technology-enabled solutions to fulfil these client commitments. On a day‑to‑day basis, Senior Associate will work with… more
- Compass Group, North America (New York, NY)
- …80% of all FM services provided to clients. Our portfolio of solution categories includes Facilities Maintenance&Engineering, ESG Programming, Laboratory ... be responsible for the success of multiple accounts, managing client relations, along with ensuring that the services offered...+ Focuses on the needs and requirements of the client using service based solutions and best practices to… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Overview** Our Human Resources department is… more
- Comcast (New York, NY)
- …Responsible for providing account management & sales support for an assigned portfolio of existing customers for the Xumo Advertising function. Develops and manages ... strategy, spend growth, upsells and renewals. + Builds, maintains and handles client relationships. + Researches and understands client business and goals.… more
- M&T Bank (Buffalo, NY)
- …opportunities and to develop solution proposals that optimize value to the client and the bank's share of operating services. **Primary Responsibilities:** + Sets ... require a deeper / more detailed understanding of the client 's operating environment and technical requirements, and a solid...not limited to the design and development of services, portfolio acquisition and process improvements; act in a liaison… more
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