- KeyBank (West Sand Lake, NY)
- …conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As ... to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first,… more
- KeyBank (Voorheesville, NY)
- …conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As ... to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first,… more
- Win (Women In Need) (Brooklyn, NY)
- …boundary setting to help clients achieve their goals. * Initiate and complete client intake information into AWARDS database system and compiles supporting ... is responsible for a caseload of up to 25 client families. He or she is responsible for case...Manager will work with the Program Director to prevent client families from becoming homeless. Responsibilities: * Commit to… more
- Publicis Groupe (New York, NY)
- …and positive working relationships with production, creative, finance, other departments ** Client Relationship:** + Communications: Attends client meetings and ... between account teams, vendors and clients + Presentations: Organizes/manages client presentations. Influence and diplomacy in written and verbal communications.… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... implementation of modern measurement plans and longer terms roadmaps for the client . Working closely with internal cross-functional teams and Analytics leads are… more
- KeyBank (Syracuse, NY)
- …financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system , and personal meetings. Captures the client 's goals in a ... The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the … more
- Raymond James Financial, Inc. (New York, NY)
- …policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- Bank of America (New York, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... loan mortgage originations must register with the federal registry system and remain in good standing. Since this position...+ Recommends banking and investments strategies that align with client financial goals and needs + Triages client… more
- Bank of America (Glen Cove, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... loan mortgage originations must register with the federal registry system and remain in good standing. Since this position...+ Recommends banking and investments strategies that align with client financial goals and needs + Triages client… more
- Publicis Groupe (New York, NY)
- …brands. **Overview** The Supervisor, Search is responsible for leading a portfolio of client digital accounts towards stated client and company objectives and is ... to partner with clients to address measured Media landscape and work with client partners across multiple digital fields to propose and defend media spend across… more
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