- S&P Global (New York, NY)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... the Role:** **Grade Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P… more
- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...a team + Provide a high level of customer service _Scheff Liddell Wealth Group and its… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...will establish, maintain, and build relationships while delivering exceptional client service . In this role you will… more
- TD Bank (New York, NY)
- …model providing day-to-day account management and oversight, delivering excellent client service , supporting account administration, and developing materials ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Institutional Relationship... client relationships and is accountable for exceeding client 's expectation for service . The AIRM is… more
- Insight Global (New York, NY)
- …and financial statements prepared by delivery teams. * Manage and monitor client deliverables, ensuring service quality and adherence to performance metrics. ... and accounting solutions to clients in the asset and wealth management industry. We are hiring at the Senior...degree in Accounting or Finance * 3+ years of client focused accounting experience in a managed service… more
- Raymond James Financial, Inc. (New York, NY)
- …the wealth management and financial services industries. Our summer associate will gain practical exposure to deal origination, investment analysis, relationship ... to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships,… more
- Citigroup (New York, NY)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act LO is a seasoned...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer, Global Transaction Banking **Requisition ID:** 239662 **Salary Range:** 117,400.00 - 224,700.00 _Please note that ... team, committed to results, in an inclusive and high-performing culture. ** Associate Director, Treasury Management Officer, Global Transaction Banking - New York,… more
- KeyBank (Tarrytown, NY)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) ... including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by… more