- Bank of America (Staten Island, 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
- Citigroup (Getzville, NY)
- The Client organization is dedicated to empowering our clients' growth by deeply understanding and anticipating their needs and by harnessing the full power of Citi. ... The organization takes a firmwide view of our client strategy, segmentation and coverage model to ensure every...the department where needed and as directed by their manager . **Qualifications:** + Relevant experience in risk and controls… more
- Publicis Groupe (New York, NY)
- …a full-time Account Supervisor to join our team to help lead a financial services/ insurance client . At LePub, members of the account management department are ... in the agency, with significant experience in leading internal teams, building strong client partnerships and delivering excellent work. They have a 'no task too… more
- TD Bank (Middle Village, NY)
- …clients by 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 (Brooklyn, 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
- Security Services of Connecticut (White Plains, NY)
- …+ Provide high level of customer service and assistance to clients, client employees and visitors in a courteous and professional manner Minimum Qualifications ... be able to communicate instructions in a clear and concise manner. + Must be Customer/ Client focused. + Must be able to actively listen to others. + Must be able… more
- Compass Group, North America (New York, NY)
- Restaurant Associates **Position Title: General Manager - Corporate Dining** **Pay 16** **Reports To: VP of Operational Excellence** **Salary: $95,000 - $115,000** ... Reporting directly to the Vice President of Operational Excellence, the General Manager holds duties related day-to-day operations of a designated client … more
- Bloomberg (New York, NY)
- …- Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The Opportunity: BloombergNEF ... to join our North America commercial team as a New Business Relationship Manager . The candidate will lead BNEF's business development efforts across the New York… more
- KeyBank (Syracuse, NY)
- …of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple, ... Uniform Principal and Income Act, including analysis of total return distributions Client Servicing and Retention + Executes prioritized pro-active client … more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and ... looking for candidates who share our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach.… more