- TD Bank (Rego Park, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... Transitional FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- Bank of America (Staten Island, NY)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Grant Thornton (Melville, NY)
- …director level. Your day-to-day may include: + Supervising the efforts of multiple client services teams on client engagements; planning, executing, ... at all levels to gather information and perform tax services + Gaining an understanding of client ...+ Insurance industry experience is strongly preferred + Exceptional client service , communication skills, interpersonal, and presentation… more
- TD Bank (New York, NY)
- …segments and channels + Manages assigned resources for optimal efficiency, productivity, and client service and experience + Leads by example in ensuring ... managers, in the consistent and integrated delivery of a legendary US Wealth Client Experience across all segments and channels in the Market, including High Net… 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 ... client relations at all levels through deep/comprehensive understanding of client needs and alignment of our products/ services . + Anticipates changes… more
- JPMorgan Chase (Rochester, NY)
- …and exceeds client expectations. You will be a dynamic and results-driven Client Engagement Manager to join our expanding team. Manages and optimizes the ... with our brand values and business objectives. As the Client Engagement Manager you will also focus...minimum of 3+ years of professional experience in a client /customer service environment is required. + Proven… more
- WTW (New York, NY)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... Providing superior client service in response to day-to-day ...of client deliverables to ensure alignment to client objectives, leverage of optimal WTW services … more
- TD Bank (New York, NY)
- …of all systems, projects and technical interfaces to ensure a high level of service and support to the client and efficient system operation + Researches ... tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade...growth across the TDS franchise. Reporting to the Senior Manager of transaction banking, we are looking for a… more
- TD Bank (West Babylon, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- WTW (New York, NY)
- …associates + Conducting review of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services and solutions, and adherence ... issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate...In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble… more