- Compass Group, North America (New York, NY)
- …the successful operation of Dining Services . The Director ensures client , customer service /satisfaction with efficient cost effective management that both ... on various levels to include management, client , customer and associate levels + Excellent financial , budgetary, accounting and computational skills… more
- JPMorgan Chase (Hopewell Junction, NY)
- … with care and sincerity. + Ability to quickly and accurately learn products, services , and procedures. + Client service experience or comparable experience. ... customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, ... goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. +...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Manages the delivery of contracted services to clients to ensure that SLAs ( service level agreements) and KPI ... from home. Responsibilities: + Manage the delivery of contracted services to clients in alignment with SLAs and KPIs....experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service … more
- Kestra Financial (Wappingers Falls, NY)
- …+ Supports Lead Advisor including managing client needs regarding service , asset allocation, case design and financial planning + Responsible ... The Associate / Service Advisor reports to the Lead...servicing. This position requires a strong understanding of the financial services industry and products, and is… more
- JPMorgan Chase (New York, NY)
- …qualifications, capabilities, and skills** + A minimum of 4 years of financial services experience + Demonstrated success in cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate ...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- BMO Financial Group (New York, NY)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... The Technology Investment Banking team is hiring an experienced Associate to join the team in either San Francisco,...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more
- The Arc Erie County NY (Williamsville, NY)
- …initiatives that increase revenue, expand services , and strengthen long-term financial stability. + Achieve targeted growth in service reach, community ... + Demonstrate measurable positive changes in key performance indicators, including financial metrics, service outcomes, and organizational effectiveness. + Be… more
- Broadridge Financial Solutions (Edgewood, NY)
- …training to broaden industry knowledge and experience. Qualifications: + 2-3 years experience in a client service or client -facing role. + Ability to work in ... way, come join the Broadridge team. Were hiring a Client Relationship Administrator to be the first point of...and provide support across our suite of products and services . You will communicate with existing clients in person,… more
- Huron Consulting Group (NY)
- …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change.… more
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