- JPMorgan Chase (New York, NY)
- …resources and robust governance. We provide customized alternative portfolios tailored to client needs, spanning real estate, private equity, credit, and more. Our ... separately managed accounts and targeted strategy funds. This includes meeting both client and internal reporting requirements. You will collaborate closely with a… more
- TD Bank (New York, NY)
- …supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and ... & Experience:** + Undergraduate degree + 10+ years relevant experience ** Preferred Qualifications:** + Experience with C-Suite communication + Detail Oriented +… more
- TD Bank (New York, NY)
- …and industry standards. + Monitor and assess the Digital Advisor's impact on client outcomes and operational compliance. + Monitor and assess vendor and third-party ... and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and governs the requirements for own… more
- Bank of America (Pittsford, NY)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we… more
- Planned Parenthood of Greater New York (Queens, NY)
- …for addressing client complaints. * Other duties as assigned Clinical Services : SRH Patient Care (15%) * Reviews the patient health history for completeness ... Scrub the schedule and prepare charts for next day services according to information required by visit type and...in accordance with PPGNY supply sales, cash handling, and banking policies. Reconcile audit reports to payments and prepare… more
- Raymond James Financial, Inc. (Syracuse, NY)
- …self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring client records ... promotes personal career growth. Drawing on previous experience in a financial services firm, or upon a degree/diploma within Financial Management or Business… more
- JPMorgan Chase (New York, NY)
- …with discretion and adapt to competing demands while providing exceptional customer/ client service . + Forward-thinking problem solver who actively seeks ... Risk Committees and forums with high touch, best in class service , coordinating complex schedules, arranging leadership offsites, and domestic and international… more
- Citigroup (New York, NY)
- …governments and institutions with a broad range of financial products and services , including consumer banking and credit, corporate and investment ... brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The… more
- City National Bank (New York, NY)
- …THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This ... the key behaviors that indicate adoption and will drive increased sales, optimal service , and greater client satisfaction. * Design, develop and operate… more
- Tompkins Community Bank (Mount Kisco, NY)
- …will serve as an investment expert for TFA. The position manages TFA client investment portfolios within the investment philosophy established by the TFA Investment ... with other TFA business development team members to exceed client expectations in their experience working with TFA. This...other TFC business lines such as Retail & Commercial Banking , Residential Lending and Tompkins Insurance and networking in… more