- 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 **Job Description:**...of influence **Required skills:** * 12+ years of private banking or complex financial services experience OR… more
- Citigroup (New York, NY)
- …Licenses: Series 7, 66 (or 63/65) preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Regional Management **Time Type:** Full ... financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and… more
- KeyBank (Tarrytown, NY)
- …delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to ... York 10591 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent...The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment… more
- City National Bank (New York, NY)
- … provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, ... * CLIENT MANAGER* WHAT IS THE OPPORTUNITY? Is primary...preferably one or more of the following: asset management, banking /credit, personal trust, and brokerage services . *… 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 **Job Description:**...collectively help our clients + Partner with colleagues in Banking , Sales, FLU COOs, FLU Change, FLU Business Controls,… more
- American Express (New York, NY)
- …The National Client Group sits within Global Merchant and Network Services , which acquires and manages relationships with the millions of merchants around the ... world that accept American Express. The National Client Group is responsible for overseeing the largest and...merchants and to help them grow by delivering best-in-class service , differentiated products and services . This role… 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
- American Express (Ames, NY)
- …American Express. **How will you make an impact in this role?** **Senior Manager, Client Management (Upstate New York)** This Sr. Client Manager (CLM) position ... various industries and verticals including retail, business, and professional services . Responsibilities include managing and expanding American Express' merchant… more
- Citigroup (New York, NY)
- …Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded + Coach and provide ongoing ... The Senior Client Service Manager accomplishes results through...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more