- Bank of America (Yorktown Heights, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client ...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Brooklyn, NY)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client ...Has at least one year experience working in the financial service industry and/or a sales environment… more
- JPMorgan Chase (New York, NY)
- …+ Build collaborative internal and external relationships to provide the best in client advice and service , develop the business to ensure a seamless ... If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship … more
- JPMorgan Chase (New York, NY)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... one of the largest and most respected financial firms in the world. Our small size and...solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital… more
- East House Corporation (Rochester, NY)
- …+ Assists clients with funding and financial matters and insures that Client Financial Contracts are developed and maintained and serves as liaison between ... the unit and the Financial Case Manager . + Assists ...maximized so that bed days are utilized. Measurables + Client financial contracts are up-to-date 100% of… more
- Cushman & Wakefield (Albany, NY)
- …report on occupancy cost savings and value add analyses Key Competencies + Client Service Skills + Communication Proficiency (oral and written) + Presentation ... **Job Title** Senior Transaction Manager **Job Description Summary** As a member of...ensure data accuracy + Coordinate legal review of all client leased/owned documents + Ensure accuracy of financial… more
- Cushman & Wakefield (Albany, NY)
- …report on occupancy cost savings and value add analyses Key Competencies + Client Service Skills + Communication Proficiency (oral and written) + Presentation ... **Job Title** Senior Transaction Manager **Job Description Summary** As a member of...ensure data accuracy + Coordinate legal review of all client leased/owned documents + Ensure accuracy of financial… more
- JPMorgan Chase (Richmond Hill, NY)
- …knowledge and ensure a positive client experience + Provide the best in client advice and service while developing the relationship to ensure a seamless ... Transitioning out of US Military Service ? The JPMorganChase (JPMC) US Military Pathways Direct-Hire...our most demanding business areas. As a Business Relationship Manager I, Officer in the Military Pathways Direct Hire… more
- Bank of America (New York, NY)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- City National Bank (Melville, NY)
- …a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client ...on clients. * Personal & Business Financials - review financial statements to fully understand a client 's… more