- BMO Financial Group (New York, NY)
- …solution to the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience ... plans. Continuously assesses and improves the work processes for sales and service management, risk management and...ensure quality of execution. + Acts as the daily sales contact for the client for … more
- BMO Financial Group (New York, NY)
- …with investors, understands their portfolio, and matches the firm services and products to client needs. + Works closely with sales , trading and research teams ... BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and...around the world. #bmocapitalmarkets Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail… more
- Bank of America (Bronx, NY)
- …experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support ... help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- Bank of America (Rochester, NY)
- …environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- The Brattle Group (New York, NY)
- …clients who count on us. We want to add team members committed to excellence, client service , and collaboration to advance the program and function we are ... work in a fast-paced environment with competing time-sensitive deadlines + Outstanding client service mindset - responsive, proactive, and dedicated to producing… more
- City National Bank (New York, NY)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- Sodexo (New York, NY)
- … for all digital tools in our portfolio as well as a partner to our sales and operations teams to deliver desired client outcomes. Key responsibilities of the ... supply management and client contracts. + Excellent time management and customer service orientation. **Who We Are** At Sodexo, our purpose is to create a better… more
- M&T Bank (Bronx, NY)
- …and employee experience, digital engagement, transactions/operations, servicing, and sales . Has personal production responsibility. Consistently meets with business ... **Primary Responsibilities:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the… more
- Citigroup (New York, NY)
- …of contact for client inquiries, providing timely and accurate resolutions. + ** Sales Support:** Participate in sales calls and client presentations to ... to ethical conduct and sound business practices. **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services **Time… more
- Prestige Employee Administrators (Melville, NY)
- …and Prism preferred Required Experience: + + Minimum of ten years or equivalent client and sales experience in group employee benefits + Thorough understanding ... will function strategically for the overall scope of the client . They will be the primary lead for benefit...retention and growth opportunities + Lead team of Benefits Specialist in day-to-day management + Conduct presentations and meet… more