- Bank of America (Hewlett, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- TD Bank (New York, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) +… more
- Bank of America (Garden City, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- TD Bank (Rego Park, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) +… more
- TD Bank (West Babylon, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) +… 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 ... and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes… more
- Bank of America (New York, NY)
- …(CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bowery Residents Committee (Manhattan, NY)
- Job Summary: We are seeking a dedicated and client -centered Clinical Intake Coordinator to join our team. This role is responsible for overseeing various aspects of ... client intake, case management, and administrative tasks to ensure...and program success. + Serve as the senior on-site manager on Sundays and as needed during the week.… more
- Bank of America (New York, NY)
- …responsibilities include underwriting and negotiating new transactions, partnering with client -facing teammates to consult on sales opportunities, and providing the ... product expertise to deliver effective client solutions. Job expectations include providing...Qualifications:** + 5+ years' experience in commercial banking, leasing, insurance , finance or rating agency industries with significant credit… more
- Citigroup (New York, NY)
- …a consistent and highly effective TTS model to focus on 1) New Client Conversion, 2) Incoming Subsidiary and Corridor Flow Capture and 3) Technical Expertise ... while helping to directionally support North America deliver on the ambitious client growth goals. Citi's Services division offers the industry's most comprehensive… more