- Bank of America (New York, NY)
- …the ongoing client /advisor experience. **Qualifications:** + 2-5+ years of general financial services experience + 2 plus years' experience in alternative ... PowerPoint skills. **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Forecasting and Modeling + Monitoring, Surveillance, and Testing +… more
- Bank of America (New York, NY)
- …including review of AML documents **Qualifications:** * 2-5+ years of general financial services experience * 2 plus years experience in alternative ... in business. **Skills:** * Analytical Thinking * Customer and Client Focus * Financial Forecasting and Modeling * Monitoring, Surveillance, and Testing *… more
- Grant Thornton (New York, NY)
- …our world-class audit technology to work collaboratively, solve smarter, and improve the client 's overall financial reporting process. From day one, you'll be ... As an Audit Senior Associate, you'll listen to learn about your client 's operations, processes, business objectives, and risks, and apply that knowledge to enhance… more
- CIBC (New York, NY)
- …**Weekly Hours** 40 **Skills** Analytical Thinking, Business Banking, Business Development, Client Service , Financial Advising, Portfolio Management, ... class" service . Apply acquired industry/company knowledge to the development of client /prospect proposals for financial and strategic solutions to meet … more
- ARAMARK (New York, NY)
- …statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance ... on growth, cost, and productivity, leading people, and delivering financial commitments. Whether focused on multiple sites for a...commitments. Whether focused on multiple sites for a single client or multiple clients, the key success measures of… more
- WTW (New York, NY)
- …quantitative course work + Work experience that demonstrates strong technical and/or client service skills (analyst type of internship preferred) + Strong ... to grow your pharmacy and broader health and benefits financial acumen and client management skills by...proven ability to identify and resolve issues + Strong client service orientation and ability to respond… more
- Raymond James Financial, Inc. (New York, NY)
- …Builds and maintains working relationships through communication and personal meetings with the client the Financial Advisor and the client 's professional ... estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews...leadership skills to provide a high level of customer service . + Cultivating and maintaining effective working relationships at… more
- Sodexo (Queens County, NY)
- …Manage multiple locations + Have oversight of day-to-day operations + Achieve company and client financial targets and goals + Develop strategic plans + Ensure ... for this approximately 4 million dollar operation. This role requires good team-building, financial , and leadership skills. This is a great opportunity for a prior… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- KeyBank (Dewitt, NY)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more