- City National Bank (New York, NY)
- …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 ... * Works with Credit Manager and Relationship Manager to approve credit transactions that meet client...and accountable for appropriate quality controls related to the financial products the bank provides, the services … 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...management skills - ability to manage more than one client / major initiative + Strong financial … more
- BMO Financial Group (New York, NY)
- …with internal / external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate client ... technical concepts and completes / leads consistent and reliable technical and financial reports/analyses to support client deliverables. + Understands the… more
- CIBC (New York, NY)
- …the impact of technology. Our client -centric approach leads with M&A and other financial advisory services with full access to the debt, equity, and loan ... industry and financial analysis to assist with the development of client recommendations + Lead industry comparable value and transaction precedent analyses +… more
- City National Bank (New York, NY)
- …flow loans. * Minimum 5 years of experience in a banking or financial services environment required. *Additional Qualifications* * College degree in Business ... the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Sodexo (New York, NY)
- …stakeholders and deliver results in dynamic, client -facing environments. **Corporate Services ** Sodexo provides our corporate service partners with a diverse ... services supported by subcontractors. The role requires strong financial acumen and deep experience managing large-scale budgets, along with expertise… more
- IBM (New York, NY)
- …management, strategic sourcing and consulting experience to join our team of client -facing procurement professionals. Specifically, we are seeking to fill the role ... Project Executive. The Delivery Project Executive is the primary client interface for the delivery of our Procurement BPO... interface for the delivery of our Procurement BPO services to IBM's external clients. In addition, the Delivery… more
- Citigroup (New York, NY)
- …a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ...Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- US Bank (New York, NY)
- …based upon a client 's unique situation + Refer and partner with other financial services within other US Bank channels, as appropriate Discover How You'll ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable… more
- East House Corporation (Rochester, NY)
- …RESPONSIBILITIES Client Services and Goal Achievement:. Partners with each client to develop and implement an individualized Service Plan based on ... with East House staff and external providers to coordinate client services and make referrals as needed.....reviewing overlap, and communication with staff.. Coordinates with Program Manager and Financial Case Manager … more