- Amazon (New York, NY)
- …your business savvy and thoughtful pragmatism. Further, you embrace supporting diverse client needs in an adaptable and situationally appropriate manner. Last, at ... with employees, supervisors, and staff to ensure exceptional customer service ; and follow all federal, state, and local laws...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Wells Fargo (New York, NY)
- …registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience ... banking, credit and investment financial solutions and services + Identify client needs and goals...expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a… more
- Bank of America (Middletown, NY)
- …culture **Required Qualifications:** + Has proven success in consultative sales in financial services or in business-to-business sales + Ability to demonstrate ... focus on relationship development and deepening + Thorough knowledge of small business financial products and services + Familiarity with CRM platforms and other… more
- JPMorgan Chase (New York, NY)
- …qualifications, capabilities, and skills** + A minimum of 4 years of financial services experience + Demonstrated success in cultivating and maintaining ... right by clients at every opportunity + Foster a client -centric planning process and ensure implementation of financial...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (New York, NY)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- CBRE (Albany, NY)
- …to motivate and negotiate effectively with key employees, top management, and client groups to take desired action. ** FINANCIAL KNOWLEDGE** Requires in-depth ... Business Intelligence Director Job ID 229566 Posted 29-Jul-2025 Service line GWS Segment Role type Full-time Areas of Interest Data & Analytics, Facilities… more
- BlackRock (New York, NY)
- …account management and/or new business role (in a similar discipline preferred: financial services , alternative investments, B2B SaaS sales, solution selling) + ... knowledge of the financial market data space, alternative assets, and financial services industries + Sales motivated, team-focused attitude, and willingness… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as ... research and advisory services to clients around the world. #bmocapitalmarkets We are...technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables **Salary:**… more
- M&T Bank (New York, NY)
- …of client relationships. + Remain current on products and services , internal policies and procedures and external developments, including regulations, which may ... products for high-net-worth (HNW) and ultra-high net worth (UHNW) clients to meet client needs. Seeks opportunities to solicit new business by expanding wallet share… more
- Deloitte (New York, NY)
- …Our dedicated M&A professionals apply deep knowledge and decades of experience offering services ranging from M&A strategy to financial , operational, IT and ... growth and enable them to compete effectively in their industry + Managing service excellence by identifying key client business issues, determining client… more