- Deloitte (New York, NY)
- …Proven problem-solving capabilities + Experience serving clients or directly working within the financial services industry + Solid experience in financial ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...the place for you! The Team National Federal Tax Services (NFTS) is a national practice within Deloitte Tax… more
- Broadridge Financial Solutions (New York, NY)
- …clients and will manage the product lifecycle, collaborating cross-functionally (sales, client service , operations, technology, legal, and marketing) to ensure ... in product management, direct leadership over product teams preferred. Experience in financial services or fintech strongly preferred. + Direct experience… more
- Bank of America (New York, NY)
- …This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high ... are guided by a common purpose to help make financial lives better through the power of every connection....participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving… more
- GMHC (New York, NY)
- …and SURE Housing program. These programs are integrated with case-managed services , financial coaching, behavioral health supports, and community partnerships ... + Ensure accurate and timely submission of monthly funder reports. + Oversee client rent collection and HASA-related processes, and financial documentation to… more
- City National Bank (New York, NY)
- …of the CPA and FA. They will understand investment methodologies, operational processes and client services that CNR provides. WHAT WILL YOU DO? * Proactive ... a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more
- City National Bank (New York, NY)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves...clients to discuss and promote all Bank products and services in order to establish a total client… more
- JPMorgan Chase (New York, NY)
- …decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees ... & Estates Practice is an integral part of the services we offer to clients. With over 170 years...out the firm's fiduciary duties and to provide superior client service . * Ability to partner with… more
- City National Bank (New York, NY)
- …of the branch. Provides expertise in all aspects of providing exemplary client service . Successfully completes Onboarding Workshops, and all relevant ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Represents the Bank by...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Broadridge Financial Solutions (New York, NY)
- …initiatives, and driving process improvements to support business growth and exceptional client service . You will work closely with cross-functional partners ... product enhancements and process improvements. + Partner with product, technology, and client service teams to support transformation initiatives, including Tax… more
- KeyBank (New York, NY)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net...the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client 's needs.… more