- Bank of America (New York, NY)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... 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)
- …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
- Bank of America (Brooklyn, NY)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Katonah, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Great Neck, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Brooklyn, NY)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more
- Bank of America (Niagara Falls, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a...client leads and make referrals to appropriate internal service providers based on client needs and… more
- KeyBank (Greece, NY)
- …personally, professionally, and financially. + Accepts and accurately processes all financial service transactions, while identifying opportunities during the ... needs and provide guidance and solutions to assist in client 's financial wellness, both in person and...with customers and transactions. + Exhibits strong sales and service skills, presenting products and services while… more
- Broadview FCU (Albany, NY)
- …Functions/Responsibilities: + Provide financial planning , advice, and related products/ services to members/clients from the approved service offerings of ... to the right place! Summary of Role: To provide financial service s and advice to mid-market...to clients and work ing proactively to grow the Financial Services Group and retain existing clients.… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more