- HSBC (Scarsdale, NY)
- …to the valuable banking and wealth clients and increase the Wealth Relationship Manager 's client facing time. While the Wealth Relationship Manager ... the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the...necessary channels to meet their needs. Building an ongoing client relationship based on value and service is critical… more
- TD Bank (Rego Park, NY)
- …all aspects of the client 's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated ... The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners...financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central… more
- TD Bank (New York, NY)
- …all aspects of the client 's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated ... Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or...financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central… more
- The Estee Lauder Companies (Brooklyn, NY)
- …excellent client experiences. This role is accountable to deliver best-in-class client experiences in all stores alongside retail sales targets in their ... formulation as well as a message chosen by our client . Creating soulful Beauty with Care through our craft...and partner to the Head of Field Sales and Retail , always championing the values and culture of the… more
- Bank of America (Flushing, NY)
- …of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service...I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America… more
- Bank of America (New York, NY)
- …of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service...I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America… more
- Citigroup (Hicksville, NY)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- S&P Global (New York, NY)
- …making informed decisions that enhance our effectiveness. Collaboration and a client -centric approach are fundamental to our culture, enabling us to work ... to drive engagement and business success across our Counterparty Manager product suite, which includes solutions such as CLM...and why the product should evolve to meet both client and industry needs. The ideal candidate will explore… more
- H&R Block (Far Rockaway, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining...H&R Block tax office. You'll serve as the front-line manager to provide leadership and development of tax office… more
- Acosta Group (Brooklyn, NY)
- …and 401k options to both FT and PT associates. An Employee Assistance Program includes free, confidential access to counseling, programs, tools and services to help ... happy life. **RESPONSIBILITIES** + Conduct professional product presentations to current Retail customers + Stimulate market growth through new distribution and… more