- Wells Fargo (New York, NY)
- …other Wells Fargo team members to build strong relationships, provide superior service and advice, and enhance other opportunities **In this role, you will:** + ... or functional area, including sharing relevant information with coverage team partners + Lead modifications, renewals, and refinancings of...levels across the enterprise and serve as an expert advisor to leadership to resolve client issues… more
- City National Bank (New York, NY)
- …strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages...clients to discuss and promote all Bank products and services in order to establish a total client… more
- JPMorgan Chase (New York, NY)
- …leader on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to help ... both the client and Wealth Management business grow. You enjoy shaping...guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality… more
- City National Bank (New York, NY)
- …high quality. * Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients. * Keep abreast ... team in the development of HNW and UHNW client facing materials in the areas of Estates and...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- The Falcon Group (New York, NY)
- … services include Architectural, Civil, Structural, Construction Administration, Owner's Rep, MEP Services , and much more. The Team Here at The Falcon Group, ... 180+ experts, we have made it our mission to deliver exceptional customer service to our diverse client base (multifamily, industrial, commercial, and retail… more
- M&T Bank (New York, NY)
- …to create new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with clients to best ... and meet distribution needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors,...Legal and Compliance, to ensure timely delivery of quality service and expand client relationships. + Support… more
- Santander US (New York, NY)
- …Talk to You!** **Position Summary** The Relationship Analyst is responsible for performing client service tasks in a well-organized and timely manner, having a ... is a global leader and innovator in the financial services industry. We believe that our employees are our...needs. The Relationship Analyst operates independently in providing day-to-day client service . The Relationship Analyst plays a… more
- Citigroup (New York, NY)
- …design solutions that deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate ... network spanning 96 countries, we are uniquely qualified to service clients with local and cross-border interests and provide...are handed over from Sales efficiently, prioritizing a seamless client experience. + Attending regular team and… more
- JPMorgan Chase (New York, NY)
- …III at Chase Travel, you will leverage your understanding of travel and customer service to provide exceptional service to luxury clientele. You will work on ... as advising clients on travel, booking arrangements, and delivering excellent customer service with expertise and professionalism. travel and customer service … more
- IQVIA (New York, NY)
- …their campaigns while understanding the entire digital advertising ecosystem. The team ensures clients receive best-in-class service , strategic recommendations, ... through trust, transparency, and consistent communication. Work closely with sales team to anticipate client needs, proactively addressing challenges and… more