- Sedgwick (New York, NY)
- …National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Director | REMOTE ... to renewal meetings. + Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs. + Negotiates changes or… more
- KeyBank (Pearl River, NY)
- …work as a collaborative team member. + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the ... Advisors with a focus on our Mass Affluent client base with planning and financial wellness...within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources… more
- S&P Global (New York, NY)
- …in client onboarding or client lifecycle roles within the financial services industry, with managerial experience and familiarity with KYC and regulatory ... such as CLM Pro, Onboarding Accelerator, Outreach360, Request for Amendment, KYC Services , and Managed Service offerings. This individual will be responsible… more
- US Bank (New York, NY)
- …The WPIS will have an independent ability to provide solutions for the client 's financial status using the most advanced tax, wealth transfer, business ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private… more
- KeyBank (Brewster, NY)
- …collaborative team member. + Ability to use standard office equipment, proprietary financial services systems. **Core Competencies** + All KeyBank employees are ... Advisor's focus will be on our Mass Affluent client base with planning and financial wellness...the in person coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- KeyBank (Cheektowaga, NY)
- …work as a collaborative team member. + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the ... Advisor's focus will be on our Mass Affluent client base with planning and financial wellness...Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- City National Bank (New York, NY)
- …commercial credit required. * Minimum 10 years of experience in a banking or financial services environment required. * Completion of credit training program is ... information provided by the Relationship Manager. * Performs quarterly financial reviews of client 's financial ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- City of New York (New York, NY)
- …services and as last resort, institutional placements are provided. The Adult Protective Services Financial Management Services (FMS) acts on behalf of ... - Prepare and execute the month end closing processing and generates monthly Client Financial Statements. - Participate in and review audits conducted on… more
- Citigroup (New York, NY)
- …partner closely with Citi Private Bankers to assist in evaluating the client 's holistic financial situation and opportunities to improve outcomes through ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is...audiences + Ability to travel **Job Family Group:** Private Client Product Services **Job Family:** Investment Leadership… more
- Banco Popular Puerto Rico (New York, NY)
- …and uncovering their needs to gain in-depth knowledge of client 's financial priorities and provide the products/ services that are most appropriate for ... Banking, Wealth Management, and Branch teams to provide comprehensive financial solutions to clients and expand client ...backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers… more