- Deloitte (Rochester, NY)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Citigroup (New York, NY)
- Director, Senior Underwriter/Credit Risk Officer - Private Equity/Hedge Funds The Credit Risk Manager will lead the underwriting, spanning various products including ... lending + Facilitate relationships with key clients in Banking and Markets ** CLIENT RELATIONSHIPS / BUSINESS PARTNERSHIP:** + Proven ability to understand nuances of… more
- Scotiabank (New York, NY)
- Director, Financial Institutions Group , NBFI ( Insurance ) **Requisition ID:** 215727 **Salary Range:** 185,000.00 - 250,000.00 _Please note that the Salary Range ... culture. **Title** : Associate Director / Director, Corporate Banking, Financial Institutions Group - Origination - New York, NY **Global Banking and Markets**… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with external ... sales leadership, intermediary specialist teams and the home office relationship group . Primary functions will include efficiently segmenting and driving advisor/COI… more
- Citigroup (New York, NY)
- …Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Client Services Associate is a developing professional role.... inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's,… more
- Citigroup (New York, NY)
- The Client Data & Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is ... focused on enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and providing insight into client … more
- BMO Financial Group (New York, NY)
- …the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned ... portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the...with external advisors of clients on behalf of the private wealth advisor / relationship manager. + Understands and… more
- Maxim Healthcare Services (Buffalo, NY)
- …Caregiver Leave, Parental Leave, Life and Basic Accidental Death & Dismemberment Insurance , Voluntary Group Life Insurance and Supplemental Accidental ... Maxim Healthcare Services is hiring for a Client Coordinator to work with clients, patients and...& weekly paychecks + Health, dental, vision, and life insurance + 401(k) savings plan with company matching +… more
- BMO Financial Group (New York, NY)
- Bank of Montreal's Technology & Innovation Banking Group provides high growth technology companies with a host of strategic, innovative and customized financial ... we coordinate the vast resources, expertise and knowledge within the BMO Financial Group to provide optimum financial solutions. The Technology & Innovation Banking … more
- Citigroup (New York, NY)
- …subject + MBA or Master's degree in a quantitative field preferred **Job Family Group :** Private Client Product Services **Job Family:** RRE Mortgage ... determine the appropriate solution; ensure timely escalations where appropriate. + Investigate client issues with full ownership and ensure a timely resolution. +… more
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