- AON (New York, NY)
- …crafting submissions. + Driving placements within required timeframes and servicing those placements including their renewals; new business opportunities in ... risks and carrier appetites. + Experience in Private Equity backed placements and servicing . + Broad relationships with the carriers that write Middle Market P&C… more
- KeyBank (Massena, NY)
- …clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, ... performance of teller functions. + Proactively work to identify and resolve client servicing issues, escalating as needed + Listen for clues for financial wellness… more
- American Express (New York, NY)
- …for the CVP (Customer Value Portal) platform in partnership with GSG (Global Servicing ,) Capabilities, Strategy, NPD and Ops. + CCP Engagement & Servicing ... the evolution of our CCP engagement approach, partnering with the Servicing Strategy and Transformation team (SS&T,) to strengthen working relationships,… more
- M&T Bank (Rochester, NY)
- …to build customer confidence and trust. + Take ownership of account servicing and error resolution, including resolving complex customer problems and taking complete ... issues as required to ensure timely and accurate resolution, and convert servicing situations to sales/referral opportunities. + Meet with customers entering the… more
- JPMorgan Chase (Brooklyn, NY)
- …embark on an exciting journey in the dynamic world of Global Custody Asset Servicing ? JP Morgan Chase invites passionate professionals like you to join our esteemed ... record will be considered. + Ideally experience within a Custody or Asset Servicing environment (Income / Corporate Actions). + Experience with Asset Servicing … more
- Principal Financial Group (Albany, NY)
- …platforms and client-facing applications specifically for our advising and servicing platform, enabling omni-channel, AI-powered, and deeply integrated servicing ... wealth management platforms and client-facing applications including Salesforce CRM and chat-based servicing . + Grow the team's ability to own and design all… more
- American Express (New York, NY)
- …user experiences, and building strong partnerships with Product, UXR, Marketing, Servicing and Technology. EDEA team enables the world's best digital experiences ... for acquisition, onboarding & servicing through analytics & experimentation. It supports key digital...Push channels) across Global Consumer, Global Commercial and Digital Servicing business units. This role will report to the… more
- Santander US (New York, NY)
- …strong knowledge of the banking industry, and demonstrated experience in servicing high-net worth clients, specifically for LATAM. The Relationship Analyst reports ... knowledge of the Private Banking industry. * Demonstrated experience in servicing high-net worth clients, specifically for LATAM. * Excellent interpersonal and… more
- City National Bank (New York, NY)
- …(eg, Fannie Mae, Freddie Mac, FHA, VA), mortgage insurance providers, and servicing partners. * Monitor reporting requirements and ensure adherence to changing ... where necessary. * Work closely with Legal, Compliance, Risk, Underwriting, and Servicing teams to ensure aligned and compliant processes. * Provide insights and… more
- City National Bank (New York, NY)
- …OPPORTUNITY? Leads the client and operational services activities of the Middle Market Servicing unit. Directs and manages the client and operational services of the ... experience. *WHAT WILL YOU DO?* *Required Qualifications** * Oversee day-to-day client servicing and operation from client servicing handoff to offboarding. *… more