- Bank of America (Jericho, NY)
- …making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial ... and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential...the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in… more
- Bank of America (Yorktown Heights, NY)
- …making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial ... and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential...the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in… more
- Bank of America (Brooklyn, NY)
- …making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial ... and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential...the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in… more
- Amazon (New York, NY)
- …and organization. The ideal candidate will be a detail oriented, experienced planner with the demonstrated ability to respond effectively and efficiently while ... and submission . Organize, execute, and assist with team activities (staff meeting agendas, all-hands meetings, off-sites, and team social events) . Track and… more