- Citizens (Rhinebeck, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Bloomberg (New York, NY)
- 2025 Client Financial Services -...large-scale account portfolio + Previous experience in a customer service or client -facing role + Knowledge of ... solution-finders, with a real passion for providing superb customer service in a fast-paced environment. Exciting. Surprising. Purposeful. Life...employees to be their best. What's the role? Our Client Financial Services team is… more
- NTT America, Inc. (NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Client Growth Office - Banking/ Financial Services Leader to ... New York (US-NY), United States (US). The **Banking and Financial Services Industry Leader** is a critical,...a keen focus on P&L management, strategic account growth, service delivery excellence, and long-term client success.… more
- WTW (New York, NY)
- …strengthening client partnerships and driving WTW's growth in the financial services sector. **Note:** Employment-based non-immigrant visa sponsorship and/or ... and research teams, and stay up to date on financial services industry trends to provide timely,...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- JPMorgan Chase (Brooklyn, NY)
- …field + Qualified accountant or MBA with 6+ years of experience in the Financial Services industry or FP&A experience + Advanced Microsoft Office skills (Excel ... entrusting their business to JP Morgan, we are committed to delivering exceptional service and innovative solutions. The Financial Planning & Analysis (FP&A)… more
- Dow Jones (New York, NY)
- …including custom content, video, podcasts and events. This role supports the Vice President, Financial Services for their industry sector and must be able to ... is necessary with prior advertising sales or consulting experience preferred + Financial Services sector experience and/or understanding is required + Bachelor's… more
- Bank of America (Utica, NY)
- Client Services Representative II- Utica, NY- 2nd Shift Utica, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- Publicis Groupe (New York, NY)
- … Client Finance Analyst role has distinctive responsibilities as well as typical Client Financial responsibilities. It includes, though is not limited to, the ... measurable results and business success for the Clients we service . Saatchi & Saatchi currently maintains a hybrid work...Interacting regularly with various teams and field offices on client budgets and financial reporting + Other… more
- JPMorgan Chase (New York, NY)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of… more
- City National Bank (New York, NY)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...a BA or equivalent 8 years of experience in financial services or an MBA and 3-5… more