- Bank of America (Rochester, NY)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... and managing client relationships to considering a client 's complex financial picture and guiding them...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Paychex (West Henrietta, NY)
- … to effectively utilize product(s). + Performs a professional and thorough transition of the client to the ongoing client service team by conducting an ... passion and unleash your potential. Overview Acts as project manager on behalf of Paychex and the client... and an internal account analysis review with the service partner to ensure a strong transition and a… more
- TD Bank (New York, NY)
- …with 5 - 10 years' experience in Commercial Card Product Management, and/or Financial Services Product Management + Previous Product experience required. + ... provides a wide range of capital market products and services to corporate, government, and financial institution...ability to consult with clients and GTB partners regarding service preferences and client requested enhancements to… more
- City National Bank (New York, NY)
- …* Exhibit strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more
- Citigroup (Huntington, NY)
- …limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more
- Citigroup (Hewlett, NY)
- …limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** Hewlett… more
- ARAMARK (New York, NY)
- …a District Manager include Revenue Growth, EBIT, Margin, Consumer Satisfaction, Client Loyalty, and Employee Engagement. In this role, frequent travel to ... statements for the district. Provide oversight and take ownership to deliver client and company financial targets using Aramark systems. Understand performance… more
- CBRE (Albany, NY)
- …Development Manager (Transformation Pricing) Job ID 230042 Posted 07-Aug-2025 Service line GWS Segment Role type Full-time Areas of Interest Sales Support ... estimates, overhead, operating expense budgeting, fee analysis, benchmarking, and other financial analytics. Interact with client through participation in… more
- Comunilife (Long Island City, NY)
- …provide case management services for a caseload of clients. The Case Manager prepares comprehensive assessments and service plans. Home visits and Fieldwork ... services + Conduct comprehensive assessments and develop comprehensive service plans that identify mutually agreed upon long and...services . + Provide support and education to the client on budgeting to meet financial obligations.… more
- AON (New York, NY)
- …organised, and can confidently interact with clients of all seniority in the Financial Services industry. These attributes, alongside a deep knowledge of ... relationship management/consulting experience in banking, capital markets or broader financial services industry (previous Institutional Equities experience a… more