- Bank of America (East Hampton, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...controls risk as part of daily activities * Identifies and engages potential… more
- Edward Jones (Chappaqua, NY)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... their most cherished financial goals. **Job Overview** **Position Schedule:** Full- Time Branch Address: 26 S Greeley Avenue, Chappaqua, NY...over nine million clients. Our BOAs are a valued part of the client support team, and… more
- BMO Financial Group (New York, NY)
- …and qualifications for the role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on number of hours regularly ... platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Participates in deal… more
- KeyBank (Tarrytown, NY)
- …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...+ Strong presentation skills. + Ability to work as part of a sales and client servicing… more
- BMO Financial Group (New York, NY)
- …and qualifications for the role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on number of hours regularly ... BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and...and seek to expand our offering to a broader client base. This role is client facing… more
- NBT Bank (Williamsville, NY)
- …line of business partners to the table to deepen the relationship. Prepares and delivers client presentations, individually and as part of a team. + 10% - ... Banking Services : Various benefits and financial planning assistance . Benefits for Part - Time Employees Working 20+ Hours/Week: + Medical Coverage : Includes… 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 ... and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned… more
- Publicis Groupe (New York, NY)
- …experience, ensuring high-quality results and professional growth **Organic Growth and Client Service :** + Engage directly with clients, articulating strategies ... ideas that push the boundaries of what's possible. As part of the global Publicis Media network, we're backed...to growth roadmaps and business plans + Model outstanding client service , convey passion for clients' businesses,… more
- PNC (Albany, NY)
- …. To learn more about these and other programs, including benefits for full time and part - time employees, visit Your PNC Total Rewards ... in a multitude of ways to create value for PNC and the client . Specialty Industry teams augment PNC's core local coverage go-to-market strategy, by providing… more
- Compass Group, North America (New York, NY)
- …and support services company, Compass Group USA is known for our great people, great service and our great results. If you've been hungry and away from home, chances ... tasted Compass Group's delicious food and experienced our outstanding service . We have over 284,000 US associates who work...growth trajectory of Compass' partnership with a large technology client . You will be a key partner to the… more