- Guidehouse (New York, NY)
- …business for the firm + Proven ability to develop senior-level relationships across the Financial Services client ecosystem + A high level of intelligence, ... of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client ...growth + Ability to oversee large, complex, multi-work stream, client service delivery teams ($5M+) and/or manage… more
- ManpowerGroup (New York, NY)
- Our client , a prestigious financial services firm, is seeking an Internal Auditor to join their team. As an Internal Auditor, you will be part of the audit ... **What's in it for me?** + Opportunity to work with a prestigious financial services firm. + Engagement in meaningful work that impacts compliance and risk… more
- JPMorgan Chase (New York, NY)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (Staten Island, NY)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… 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 ...and makes referrals to appropriate internal partners based on client needs + Partners with financial center… more
- KeyBank (Tarrytown, NY)
- …primary client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as… more
- Bloomberg (New York, NY)
- …Sales, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045106 **Description & Requirements** Bloomberg is a ... employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we...landscape - Familiarity with Bloomberg's suite of solutions, our client 's workflows and / or the financial … more
- KeyBank (West Haverstraw, NY)
- …goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we ... conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts.… more
- City National Bank (New York, NY)
- …a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Bloomberg (New York, NY)
- …Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045629 **Description & Requirements** Bloomberg's Electronic ... **You'll need to have:** + Experience selling Electronic trading technology solutions to financial institutions + Client facing experience with FX traders +… more