- East House Corporation (Rochester, NY)
- … Client Services and Goal Achievement: . Partners with each client to develop and implement an individualized Service Plan based on assessment ... with East House staff and external providers to coordinate client services and make referrals as needed....overlap, and communication with staff. . Coordinates with Program Manager and Financial Case Manager … more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... funds. For individual investors, the business also provides retirement products and services , brokerage and banking services including trusts and estates, loans,… more
- Bank of America (Elma, NY)
- …the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other ... are guided by a common purpose to help make financial lives better through the power of every connection....is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit… more
- KeyBank (New York, NY)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net...the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client 's needs.… more
- Schwarzman Animal Medical Center (New York, NY)
- …to all Surgical Services , primarily on weekends and as needed for service gaps. This role ensures seamless coordination of patient care, client ... standards, and enhancing client and referring veterinarian (RDVM) satisfaction. Client , Patient, and Surgical Service Coordination + Answer incoming calls… more
- MUFG (New York, NY)
- …- Excellent verbal and written communication skills to include selling of Bank services , negotiating and closing sales opportunities - Financial acumen - working ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for… more
- Solvay Bank (Syracuse, NY)
- …Solvay Bank customers and co- workers in accordance with the Solvay Bank Client Service Standards. + Thoroughly understands, embraces and exhibits Solvay Bank ... and co- workers in accordance with the Solvay Bank Client Service Standards. + Thoroughly understands, embraces...amounts with data displayed on computer screen. + Recognizes client needs for products and services and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …through final implementation. + Work closely with the product managers, sales and client service ; obtain and document business requirements to create, manage and ... & executive teams + Work with product managers and client service teams to assess client... or Business Analyst or User Experience in the financial services or fintech industries + Previous… more
- TD Bank (New York, NY)
- …of all systems, projects and technical interfaces to ensure a high level of service and support to the client and efficient system operation + Researches ... with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade finance needs. The… more
- Solvay Bank (Syracuse, NY)
- …to process new and service existing accounts. They advise customers on financial services , supporting the achievement of retail sales goals, and have ... Mobile Banking Associates provide a complete range of customer services at all of our branch offices, including but...involved in financial transactions, while providing exceptional client service by performing the following duties:… more