- Broadridge Financial Solutions (Albany, NY)
- …experience required. + Minimum of 4 years of experience in client service , account management, or financial services . + Familiarity with project ... to be a trusted partner in providing world class service delivery to our Bank and Broker client...acumen with the ability to interpret and discuss complex financial products and services . + Outstanding communication… more
- Grant Thornton (New York, NY)
- …analytics, automation and artificial intelligence solutions to deliver client services efficiently and effectively + Support engagement Manager and/or Senior ... environment risk factors. + Work with project team and client to deliver services in accordance with...priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as ... research and advisory services to clients around the world. #bmocapitalmarkets We are...technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables **Salary:**… more
- Citigroup (Brooklyn, NY)
- …policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70%...service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help… more
- KeyBank (Copake, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... client servicing issues + Listen for clues for financial wellness opportunities during client conversations, and...with customers and transactions + Exhibits strong sales and service skills, presenting products and services while… more
- BMO Financial Group (New York, NY)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... recommendations. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more
- SHI (Albany, NY)
- …a client -facing subject matter expert. This role involves identifying client needs, recommending suitable services , and building long-lasting relationships ... in client meetings, engaging internal support resources, defining solution sets/ services and driving sales process via our alignment proposals. + Expert… more
- Bank of America (Vails Gate, NY)
- …to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- TD Bank (New York, NY)
- …point of contact. The Fixed Operations team strives to create efficiency, improve client service levels and reduce operational risk. If you are industrious, ... groups globally to mitigate risk and deliver world class service to our global client base. They...with customer accounts and facilitating the allocation of money manager sub-accounts for client type trading for… more
- Compass Group, North America (Rochester, NY)
- …of menus which deliver the business and menu expectations of a wide range of client budget and service expectations. To achieve this goal, you will have access ... Fresh! Lead with Excellence! An industry leading hospitality food service group, Unidine is driven by its exceptional people...to participating in new business sales presentations and internal client and board leadership. + ServSafe Manager … more