- PNC (New York, NY)
- …you will provide innovative solutions including personal banking and investing solutions, retirement plan services , health and benefit accounts, student debt ... is preferred: professional services , manufacturing, healthcare, wholesale, general services . **Job Description** + Handles relationship management activities… more
- Bank of America (Melville, NY)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- WTW (New York, NY)
- …segments. As a Global Benefits Consultant you will provide consulting advice and services to multinational companies concerning retirement as well as broader ... variety of different business, cultural, language and regulatory environments. Our Global Services and Solutions line of business helps these companies navigate the… more
- American Express (Albany, NY)
- …prioritize and act with a sense of urgency. **Minimum Qualifications:** + Experienced relationship manager with proven ability to learn quickly, develop strong ... **How will you make an impact in this role?** **Global Merchant and Network Services ** (GMNS) is the merchant network of American Express that acquires and maintains… more
- Allied Universal (New York, NY)
- **Company Overview:** Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of ... that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending… more
- Bank of America (Buffalo, NY)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- TD Bank (Bayside, NY)
- …TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in products, services ... to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team...and money, and exceed their needs + Utilizes Customer relationship management tools to proactively play a key role… more
- Arrow Financial Corporation (Glens Falls, NY)
- …opportunity may be perfect for you if you have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in ... Platform. Works with customers to identify needs and explain products/ services with the goal of converting service ...appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. > Able to travel, using… more
- Grant Thornton (Melville, NY)
- …+ Researching and consulting on various tax matters + Maintaining a good working relationship with clients as the primary service team contact and working ... Corporate Tax Solutions Family generally has the primary tax relationship with the client, and you will help with...with the engagement management for multiple clients for your service line - all with the resources, environment, and… more
- TD Bank (New York, NY)
- …the operating model and infrastructure capabilities that support the Payments and Deposit Services of TD Securities. Our mission is 'To Deliver World Class ... Service ' to all internal and external clients as we...including regulatory, cybersecurity, payment products, SWIFT, and Correspondent Banking Services related projects for TD's global footprint. Our projects… more
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