- BMO Financial Group (New York, NY)
- …for new opportunities. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, ... client portfolios. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical findings to… more
- Wells Fargo (Purchase, NY)
- …growth. Organic growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing client ... for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic...maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex Director will build trust… more
- Wells Fargo (New York, NY)
- …high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, builders, ... financial professionals, bank stores, past customers, and other non-traditional...understanding of sales prospecting and generating referrals + Customer service experience + Experience working with high net-worth clients… more
- BMO Financial Group (New York, NY)
- …the lending portfolio. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, ... generate recommendations. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical findings… more
- St. John Fisher University (Rochester, NY)
- …Job Responsibilities: The Controller serves as the chief accounting and financial reporting officer of the University, responsible for the integrity, accuracy, ... and transparency of all financial operations. Reporting to the VP for Finance &...capital. + Oversees endowment funds, investment portfolios, and debt service obligations. + Executes investment transactions and monitors compliance… more
- CUNY (Queens, NY)
- …This assignment level is only for College Accountants who have five years of full-time service as a College Accountant and have not progressed to Levels 2, 3, or 4. ... extension. - Preparing trial balances, bank reconciliations, operating statements, and financial schedules. - Establishing and maintaining codes for funds and… more
- JPMorgan Chase (New York, NY)
- …Series 63 **Preferred Qualifications, Capabilities, and skills** + Two years of financial service experience preferred and/or related sales leadership experience ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- JPMorgan Chase (New York, NY)
- …capabilities and skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership experience + Series ... helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of … more
- UHS (Johnson City, NY)
- …and surgical program in the region and an excellent referral base. United Health Services Hospitals is a family of health service organizations that exists to ... Bright Horizons and voluntary benefits like pet insurance, legal services , and identity theft protection. Well-Being & Financial... services , and identity theft protection. Well-Being & Financial Security - From day one, PTO starts accruing… more
- UHS (Vestal, NY)
- …Previous experience in Walk In Clinic or Urgent Care setting preferred. United Health Services is a family of health service organizations that exists to improve ... Bright Horizons and voluntary benefits like pet insurance, legal services , and identity theft protection. Well-Being & Financial... services , and identity theft protection. Well-Being & Financial Security - From day one, PTO starts accruing… more