- TD Bank (Melville, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... PCS I will be expected to participate in basic financial planning discussions and client relationship reviews....banking experience or are just starting your career in financial services , we can help you realize… more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It...* BAJBS or equivalent experience * 5+ years of client facing role at a major financial … more
- CIBC (New York, NY)
- …Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Capital Markets, Client Service , Financial Leverage, Financial Markets ... US Leveraged Finance team in the US works with financial sponsors and corporate clients of CIBC to provide...in the preparation and drafting of marketing materials and client presentations and assist in the presentation of proposed… more
- Sharecare (Albany, NY)
- …experience in a business development, account management, or customer support role in software or financial services + At least 3-5 years of experience in a ... SLAs + Understand and report up to date financial standing of services and Interprets data...changes that may impact Sharecare's ability to efficiently deliver services + Responsible for creating client profile,… more
- City National Bank (New York, NY)
- …units. Analyzes needs of prospects and provides information about Bank products and services that can enhance client 's financial position specifically ... Colleagues with the closing of deals and the implementation of banking services . Interacts with Bank colleagues to discuss prospects/referrals and formulate sales… more
- Sodexo (Bayside, NY)
- …a trusted advisor with a customer service focus. + Achieve company and client financial targets and goals. + Create a positive environment andensure Sodexo ... + Implement Sodexo systems and programs. + Continuously evaluate service to ensure resident and client satisfaction....dietary manager certification (CDM) is plus; + A strong financial acumen; + A strong background in safety and… more
- Project Renewal, Inc. (New York, NY)
- …the Finance Department and Program Director. Maintain filing systems related to client financial records, petty cash transactions, check requests, and purchase ... maintaining inventory of office equipment and manage office equipment service contracts as necessary; purchase of program and office...Case Manager with the development of repayment plans with client . + Conduct client banking on a… more
- JPMorgan Chase (New York, NY)
- …to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions ... firms. Embrace the challenge of shaping the future of client service and make your mark by...of Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of… more
- CBRE (New York, NY)
- Client Service /Marketing Coordinator - NY Consulting & Agency Groups Job ID 234162 Posted 15-Aug-2025 Service line Advisory Segment Role type Full-time Areas ... New York Consulting and Agency Groups are seeking an exceptionally motivated Client Services Coordinator-a hybrid marketing and administrative role-to join an… more
- Raymond James Financial, Inc. (New York, NY)
- …generating new leases, and replacing old leases. Leads calls with the product or service that is most appropriate to the client 's situation based on knowledge ... Attains or exceeds annual assigned budgets for volume and fees + Analyzes client 's financial information available through company systems to assess and… more
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