- Scotiabank (New York, NY)
- …You'll Do:** + Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems ... Director, Treasury Management Officer - FinTech and Payment Service Providers - GTB **Requisition ID:** 225560 **Salary Range:** 180,000.00 - 301,500.00 _Please note… more
- Edward Jones (Greenwich, NY)
- …Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via inbound and ... of that team along with the financial advisor . You are the first voice a client...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... position NB's Private Wealth business as an innovator in client and advisor experience. + Own and...tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service … more
- SHI (Albany, NY)
- …security architectures + Drive revenue growth within the professional services team by identifying new opportunities and optimizing service offerings + ... a $15 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge...customer success managers, to ensure a unified approach to service delivery and client engagement + Work… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... Relationship Manager is an essential member of the Financial Advisor 's team . A Relationship Manager works in...service requests as needed on behalf of the team /clients. **Required qualifications, capabilities, and skills:** + 5 plus… more
- Anywhere Real Estate (Buffalo, NY)
- …Client Groups, build trusted relationships, and act as the liaison between Client Groups, brand leadership, and internal service teams. Support onboarding for ... and service delivery benchmarks that ensure operational effectiveness and client satisfaction. Collect and analyze data from global affiliates. 7. **Legal, IP… more
- Deloitte (Jericho, NY)
- …opportunities, manage client accounts, and advance various Deloitte initiatives. The Team : National Federal Tax Services (NFTS) is a national practice within ... Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with the...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... you will be a vital member of the Financial Advisor 's team . Your role will involve close...service requests as needed on behalf of the team /clients. Required qualifications, capabilities, and skills: + 5 plus… more
- Deloitte (New York, NY)
- …professionals that support this important Strategic Growth Offering are based in various service lines across tax. National Federal Tax Services ("NFTS") is a ... a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide....regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists… more
- SHI (Albany, NY)
- …business objectives. + Drive revenue growth within the professional services team by identifying new opportunities and optimizing service offerings. + ... a $15 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge...to work independently and as part of a collaborative team . + Strong client relationship management skills.… more