- Bank of America (New York, NY)
- …90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial services /business experience ... are guided by a common purpose to help make financial lives better through the power of every connection....array of Private Bank and the bank's capabilities and services to meet specific client needs. Job… more
- Neuberger Berman (New York, NY)
- …in professional organizations. **Qualifications:** + 2+ years of proven client service /support or related experience in the financial services industry. ... role offers an opportunity to significantly contribute to the team's success and client satisfaction. **Responsibilities:** + ** Client Service ** : Provide… more
- Principal Financial Group (New York, NY)
- … types (endowments, foundations, non-qualified, pension). Operating at the intersection of financial services and technology, Principal builds financial ... **What You'll Do** We're looking for a Director, Client Portfolio Manager to join our...level. Together, we're imagining a more purpose-led future for financial services - and that starts with… more
- Cayuse Holdings (Albany, NY)
- … service delivery, project management or business operations) balancing client interaction, delivery excellence, and profitability with advancing long range ... with key clients + Creation of account strategic and financial plans/roadmap for servicing client needs +...+ At least 5+ years managing IT or professional services with complex, large clients. + Our Client… more
- BlackRock (New York, NY)
- **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of ... global investment management, risk management and advisory services to institutional, intermediary and individual investors. BlackRock offers a range of solutions -… more
- JPMorgan Chase (New York, NY)
- …Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service . **Job Responsibilities:** + Lead, coach, and inspire ... a team of 14 PWA Sales Specialists, including Desk Manager , National Account, and Internal/External Client Advisors....FINRA Series 7, 63. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- SHI (Albany, NY)
- …technology you need to thrive - in our offices or yours.** **Job Summary** The Manager of SHI Services - ServiceNow will lead a post-sales technical team focused ... on the ServiceNow platform. This client -facing leader will provide project and services ...properly trained, well utilized, and are delivering high quality services . The Manager of SHI Services… more
- Bank of America (New York, NY)
- Treasury Sales Client Officer New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales- Client -Officer\_25028326) **Job Description:** At Bank of America, we are… more
- Pfaudler, Inc. (Rochester, NY)
- …related to the Services business and installed base. + Travels to client facilities to service existing accounts, and obtain inquiries and subsequent orders, ... Regional Sales Manager , Services , North America SUMMARY OF...our Global divisions. In working with the Directors of Service , and in conjunction with the inside sales teams,… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency ... reviews across business lines + Create, monitor, and update financial and client data reports; compile and...Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and… more