- Bank of America (Freeport, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** *… more
- BGB Group (New York, NY)
- …necessary + Attends client /review meetings to answer queries, capture comments, and support client in presenting new ideas/concepts or defend agency work + ... trust through provision of strategic recommendations + Partners with manager and Account team to provide the client...to complete projects to greater brand team, and shared services Local (tri-state) client engagement travel as… more
- City National Bank (New York, NY)
- …loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager or Credit ... and supported; and the data and analytics used to support the decision are accurate and calculated correctly. *...past dues based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- Bank of America (Staten Island, NY)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- IQVIA (New York, NY)
- **Junior Consultant, Arc Bio Communications** ** Client service :** + Supports project teams on client projects. + Monitors various aspects of a client ... of project team members (including Partners). + Provides daily client services from project start to end....and Others;_** + Aligns and engages the team to client projects; provides direction, empowerment and support … 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
- Bowery Residents Committee (Manhattan, NY)
- …case management for a small caseload of clients. + Facilitate one group session to support client engagement and program goals. + Assist in the development and ... provide program orientation, and conduct facility tours. + Develop initiatives to improve client retention and engagement. + Support clients in their transition… more
- Bank of America (East Setauket, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Brooklyn, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- City of New York (New York, NY)
- …suite programming portfolios. - Support the suite with ensuring successful client intake, referrals to services , and management of appropriate client ... WILL INCLUDE BUT NOT BE LIMITED TO: - With support of the FWS manager and the...the Citywide Doula Initiative and those providing mental health support services . - Facilitate referrals into the… more