- SMBC (New York, NY)
- …relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... history, SMBC Group offers a diverse range of financial services , including banking , leasing, securities, credit cards,...a diverse client base to local markets and the organization's extensive… more
- Bank of America (New Rochelle, NY)
- …mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and ... client requests and makes referrals to appropriate internal service providers based on client needs and...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Arrow Financial Corporation (South Glens Falls, NY)
- …including: quoting and placement, policy changes, cancellations, payments, and client correspondence. > Remain current on products/ services , industry ... for you if you have experience in: * Customer Service Excellence * Small Commercial Sales and Support *...Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New… more
- JPMorgan Chase (New York, NY)
- …looking for candidates who share our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach. ... business related matters, including, but not limited to marketing, deep client engagement, product development and sales/retention strategy. As a Managing Director,… more
- SMBC (New York, NY)
- …relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... history, SMBC Group offers a diverse range of financial services , including banking , leasing, securities, credit cards,...a diverse client base to local markets and the organization's extensive… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Job Description:** ** Preferred Qualifications:** TD Securities is a market leader in Mergers & Acquisitions ... and strategic advisory across a broad range of industries. The advisory services offered through our M&A business works in partnership with clients as they evaluate… more
- Citigroup (New York, NY)
- …transparency. **Qualifications:** + 6-10 years of experience + Experience in the Financial Services industry, specifically within Banking + Degree in Finance or ... The Equity Capital Markets (ECM) Investment Banking Vice President (VP) is a senior level...equity capital markets alternatives based on in-depth analysis of client 's existing financial instruments compared against recent market activity… more
- PNC (New York, NY)
- …regular basis. Some responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services , both in and out of PNC's ... and required certifications/licensures needed to be successful in this position. ** Preferred Skills** Book Of Business, Client Relationship Building, Credit,… more
- JPMorgan Chase (Brooklyn, NY)
- …for Clients/Funds/Investors to reviewing KYC/AML. We also will work closely with Accounting/Tech/ Client Service /Product to implement change and deliver the best ... for Clients/Funds/Investors, and reviewing KYC/AML. You will collaborate with Accounting, Tech, Client Service , and Product teams to implement change and deliver… more
- JPMorgan Chase (New York, NY)
- …millions of consumers, small businesses, corporations, governments, and institutions. As a Client Center Meeting Coordinator within our Amenity Services , you ... is one of the largest and most prominent financial services firms in the world. Headquartered in New York...embodiment of our commitment to hospitality and exceptional customer service . Your responsibilities will include escorting clients to their… more
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