- TD Bank (Middle Village, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing… more
- JPMorgan Chase (New York, NY)
- …world's most innovative financial organizations. As a Senior Product Associate in Client 360, you contribute to the team by leveraging your expertise in product ... our products and ongoing success. **Job responsibilities** + Partners with the Product Manager to identify new product opportunities that reflect the needs of our… more
- JPMorgan Chase (New York, NY)
- …team/clients. **Required qualifications, capabilities, and skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses ... Manager is an essential member of the Financial Advisor's team. A Relationship Manager works...ability to build effective relationships Chase is a leading financial services firm, helping nearly half of… more
- East House Corporation (Rochester, NY)
- …+ Assists clients with funding and financial matters and insures that Client Financial Contracts are developed and maintained and serves as liaison between ... of admissions and discharges are maximized so that bed days are utilized. Measurables + Client financial contracts are up-to-date 100% of the time + Payment for … more
- JPMorgan Chase (New York, NY)
- …team/clients. Required qualifications, capabilities, and skills: + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...ability to build effective relationships Chase is a leading financial services firm, helping nearly half of… more
- FST Technical Services (New York, NY)
- FST Technical Services Commissioning (Cx) division is one of the leading Cx firms in the country. We partner with clients for quality assurance in the design, ... tested to meet the clients requirements and design intent. The Engineering Manager is responsible to directly manage, support and provide direction and leadership… more
- Bank of America (Manhasset, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Katonah, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Brooklyn, NY)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more
- Bank of America (Brooklyn, NY)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more