- Catholic Charities Family Community Services (Rochester, NY)
- …for programs. + Keeps accurate mileage and timesheet records. + Maintains up to date client service schedule on agency system (such as Outlook). + Maintain ... client service logs and accurately records trips...travel and meet with clients in all areas where services are offered. + Bi-lingual preferred (Spanish,… more
- JPMorgan Chase (Clifton Park, NY)
- …approach to acquire and deepen client relationships. + 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with ... right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture… more
- JPMorgan Chase (New York, NY)
- Are you passionate about building and maintaining high-net-worth client relationships across banking , lending, and investments? This is a unique opportunity to ... creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted...skills** + A minimum of five years of financial services or service sales experience, established high… more
- JPMorgan Chase (New York, NY)
- …Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services… more
- Bank of America (New York, NY)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking … more
- KeyBank (Dewitt, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...refer to appropriate sales professionals in Retail, Key Investment Services , Private Bank, Mortgage or Business Banking .… more
- JPMorgan Chase (Brooklyn, NY)
- …entrusting their business to JP Morgan, we are committed to delivering exceptional service and innovative solutions. The Financial Planning & Analysis (FP&A) team is ... scenarios. As a leader, you will develop and execute client profitability strategies, directly influencing our growth and ...MBA with 6+ years of experience in the Financial Services industry or FP&A experience + Advanced Microsoft Office… more
- JPMorgan Chase (New York, NY)
- …product service outages and resolve issues with minimal adverse client impact. + Contribute to defining product strategy and guiding platform investment ... As a Vice President Electronic Trading Product Manager within JPM's Electronic Client Solutions (ECS), you will play a pivotal role in developing low-latency … more
- Bank of America (New York, NY)
- …ACRM role will participate in the overall delivery and management of the client service experience for the Market. **Specific responsibilities include, but are ... not limited to:** + Promote the satisfaction of client service expectations while balancing the risk...communication skills + Minimum 3 - 5 years financial services experience preferred + Knowledge of regulatory,… more
- Bank of America (Melville, NY)
- …access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of ... Private Client Advisor II Melville, New York **To proceed...of influence **Required skills:** * 12+ years of private banking or complex financial services experience OR… more