- Wells Fargo (New York, NY)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality....flows and ability to service debt. + Partnering with relationship managers to structure… more
- Wells Fargo (New York, NY)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality....flows and ability to service debt. + Assist in developing pitches for prospective… more
- New York State Civil Service (Albany, NY)
- …on a 24x7x365 basis; some positions may be required to provide this critical service at any time.Reporting to the IES Deputy Technical Director, the IES Technical ... who are developing applications and/or services to ensure the product or service developed is according to specifications. Conduct reviews and resolved issues as… more
- Gelfand Rennert & Feldman (White Plains, NY)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... and music clients. Primary Responsibilities + Prepare mechanical, artist, producer or net profit royalty accountings for independent label clients + Summarize artist… more
- TD Bank (New York, NY)
- …of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller ... to deepen and broaden the existing relationship by providing excellent service , proactively contacting clients, delivering thought leadership across all capabilities… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Advisors. + Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. + ... Communicate effectively, both orally and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at all… more
- Owens Realty Services (Hornell, NY)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- Wells Fargo (New York, NY)
- …and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... analysis of personal and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth… more
- JPMorgan Chase (New York, NY)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... Embrace the challenge of shaping the future of client service and make your mark by delivering high... service and make your mark by delivering high -quality support and innovative financial solutions. As a Client… more