- First Horizon Bank (New York, NY)
- …+ Conduct regular Treasury Management training sessions and product updates for relationship managers and client support personnel. + Regularly manage and ... sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key...and joint calls on clients for cross sell and client retention and prospects as needed. + Build general… more
- Edward Jones (New York, NY)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay… more
- Scotiabank (New York, NY)
- …pipeline management, the development of business with prospective companies and the relationship management with existing client accounts + Support the relevant ... for executing on a broad range of transactions as well as preparing client presentations and financial analysis. They work closely with the Associates and … more
- JPMorgan Chase (New York, NY)
- …completion of undergraduate program + Demonstrated aptitude for sales and client relationship management **Preferred Qualifications, Capabilities, and Skills** + ... onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities...not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help… more
- Broadridge Financial Solutions (Edgewood, NY)
- …from the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct shareholder ... entry for account maintenance including sensitive financial information + Complete client facing activities including writing return letters and other correspondence… more
- Broadridge Financial Solutions (Edgewood, NY)
- …from the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct shareholder ... entry for account maintenance including sensitive financial information + Complete client facing activities including writing return letters and other correspondence… more
- Carrington (Albany, NY)
- …Management System (LMS), online courses within LMS, content and delivery of associate and management development, on-the job training, new hire training, new hire ... online courses within LMS, content and delivery of overall associate and management development, on-the job training, new hire...and ensure all projects meet or exceed our internal client expectations. + Develop and guide the development of… more
- Broadridge Financial Solutions (New York, NY)
- …leverage insights to inform global strategy and expansion efforts. + Relationship Building: Foster and maintain strong relationships with key stakeholders, including ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more