- JPMorgan Chase (New York, NY)
- …proactive phone conversations that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will...skills** + Bachelor's degree + Two years of financial service experience and/or related sales leadership experience + Series… more
- KeyBank (Pearl River, NY)
- …investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to ... River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client ...base. + Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn… more
- KeyBank (Mahopac, NY)
- …investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to ... Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a… more
- American Express (NY)
- …industry for the Enterprise. This role sits within the B2B Product, Partner, and Client Management Group (BPPC) within Merchant Services - US and is responsible ... help us define the future of American Express. Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains… more
- JPMorgan Chase (New York, NY)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic...to a team that values strong relationships and exceptional client service will directly impact our clients'… more
- Bank of America (New York, NY)
- …5+ years experience in a client facing role within the financial services or a related industry + Preferred : Certified Anti-Money Laundering Specialist ... GM KYC Client Outreach New York, New York **To proceed...collectively help our clients + Partner with colleagues in Banking , Sales, FLU COOs, FLU Change, FLU Business Controls,… more
- JPMorgan Chase (Mount Kisco, NY)
- …qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in ... a passion for helping customers, building relationships, and delivering extraordinary customer service . You are energetic and enthusiastic as the face of Chase to… more
- JPMorgan Chase (New York, NY)
- …delivery of services without compromising quality. + Foster a client -centric culture, ensuring personalized and seamless service delivery. + Promote ... and efficiency of amenity services ; present regular reports on service performance, employee feedback, client feedback, risk management, and improvement… more
- US Bank (New York, NY)
- …accounting or other related field - Typically 10 or more years of banking experience Preferred Skills/Experience - Strong leadership abilities and strategic ... excel at-all from Day One. **Job Description** Manages relationships with Corporate Banking , Commercial Banking , or Community Banking commercial customers.… more
- Scotiabank (New York, NY)
- …and identify cross-selling opportunities to promote Scotiabank's full suite of Global Transaction Banking (GTB) products and services . In this role, you will ... banking business, while strategically managing and expanding existing client relationships to maximize revenue growth. + Serving as...and / or corporate banking or global banking experience. + University degree (Master's degree preferred… more
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