- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- City National Bank (New York, NY)
- …deliver new Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated ... investment management practices * Demonstrated skill set/capabilities in sales, marketing, client experience, business development, analytics, and CRM * Ability… more
- Capital One (Albany, NY)
- …opportunity.** **Basic Qualifications:** + At least 5 years of experience in a Business Client facing role **Preferred Qualifications:** + Bachelor's Degree or ... client -side processes should work with our products and services + Work independently and seek out feedback and...+ At least 7 years of experience in a Business Client facing role + At least… more
- UMB Bank (Albany, NY)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio… more
- TIAA (White Plains, NY)
- …Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under ... and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication,… more
- Datavant (Albany, NY)
- …that complex projects are delivered on time, within scope, and in alignment with business and client objectives. **You will:** + Lead and manage end-to-end ... implementation projects for new business , service , and technology solutions. + Develop...multiple departments. + Partner with Product Management, Technology, and Client Operations teams to design and execute scalable, repeatable… more
- Synchrony (New York, NY)
- …processes to safeguard portfolio integrity. + Lead planning and coordination efforts with client teams to align business plans and strategic priorities. + Mentor ... the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture...Furniture & Electronic portfolios within the Home & Auto business segment you will hold full ownership of credit… more
- US Bank (New York, NY)
- …organization, particularly within the Corporate Bond Market. Reviews and accepts new client relationships based on business line account acceptance policies and ... at-all from Day One. **Job Description** In conjunction with business development officers, responsible for developing and maintaining relationships...procedures. Provides quality service based on client needs, wants, and… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …provide services .Required Skills, Knowledge and Abilities:Solid understanding of a client -facing, HR business partner service model. Strong consultative, ... and its several academic centers and institutes, the HR Business Partner works closely with client leadership,...of a full range and scope of human resources services for one or more client groups,… more