- First Horizon Bank (New York, NY)
- …Word, and Excel **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... financial plan, and matching customer needs with appropriate products and services . Monitors customer information/products, financial plan and market trends… more
- BlackRock (New York, NY)
- …client experience **Desired Skills:** + 5+ years' work experience within the financial services industry, preferably in a technical capacity. + Multi-asset ... to do with their money and the products and services they need to secure a better financial...all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and it's… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Job Description:** The Commercial Card Client Success Lead is responsible for overseeing and managing the Client ... with a particular emphasis on virtual card solutions to meet evolving client needs. With proven experience prospecting to the C-Suite and senior-level leadership… more
- Bank of America (New York, NY)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing… more
- Bank of America (Staten Island, NY)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... and financial skill * Knowledge of banking products and services * Strong computer skills including Microsoft applications and previous experience utilizing… more
- Neuberger Berman (New York, NY)
- …Responsibilities:** **Investments** **:** Partner with PAM portfolio managers in delivering client service related to existing investments. Advise clients and ... base. The SRM will manage high net worth client relationships across all products and services ,... that can be provided to enhance the overall client experience and help clients achieve their financial… more
- Outreach Development Corporation (Richmond Hill, NY)
- …do: Accurate collection and tracking of information related to the client 's/family's financial information, participation and/or qualification for Medicaid ... Office Manager - FT Outreach is a non-profit organization that...developing and delivering the highest quality evidence-based behavioral health services and training. For more information, please visit www.opiny.org… more
- Deloitte (Jericho, NY)
- …have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and ... extend enterprise resilience, agility and remediation. Our professionals address client needs which span the organization and impact strategy,...+ A minimum of 8+ years working in the financial services or consulting industry related to… more
- Insight Global (New York, NY)
- …client success, client delivery, account management, or solution advisory within financial services , fintech, or digital channels * Ability to lead a team ... oversight skills, especially for multi-step or multi-country implementations Preferred Backgrounds * Client Success Manager /Senior CSM in payments or fintech *… more
- Grant Thornton (New York, NY)
- …in a rapidly growing, fast-paced, interactive, results-based team environment. + Exceptional client service and communication skills with a demonstrated ability ... As a Real Estate/Construction Advisory Manager , you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all phases… more