- KeyBank (New York, NY)
- …a Relationship Manager to ensure that a complete and positive client experience is achieved and maintained. + Responsible for retaining and deepening the ... is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a… more
- Bank of America (Katonah, 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
- American Express Global Business Travel (Albany, NY)
- …and engaged Client Management team, with high will to retain and grow their client portfolio. The Client Manager Director creates a culture to motivate, ... leading one of our largest and most strategic global client and a client management team across...the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and… more
- TD Bank (Flushing, 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
- SitusAMC (Albany, NY)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... team for execution + Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the … more
- 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
- 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
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