- Raymond James Financial, Inc. (New York, NY)
- …NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch ... specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James...working relationships through communication and personal meetings with the client the Financial Advisor and the client 's… more
- KeyBank (New York, NY)
- …or financial institution (required) **Tactical Skills** + Trusted Advisor: Ability to build trust by taking a client centric approach + Strategic Thinking: ... of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused… more
- Live Nation (New York, NY)
- …with brand partners, delivering industry-leading levels of creativity and customer service. + Develop trust and deep client / agency relationships so you are the ... about music strategy. + Be on top of relevant global market trends, client needs, expectations and opportunities as well as shifts in the competitive landscape… more
- Tompkins Community Bank (Ithaca, NY)
- …and state tax laws while ensuring thorough documentation and audit readiness. + Client and Team Support - Serve as a knowledgeable resource for internal teams ... Maintain comprehensive records of tax-related activities and communications. + Client and Internal Support + Serve as a point...Certificate preferred + A minimum of three (3) years' trust and estate-related experience is preferred + Proficient in… more
- Robert Half (New York, NY)
- …efficiency. You'll strengthen relationships and deepen your abilities to communicate, gain trust , and network with client personnel and professional associates. ... problems, and opportunities to improve the efficiency and profitability of the client 's overall business processes. + You are motivated to learn and interested… more
- Bloomberg (New York, NY)
- …commercial savvy, and industry influence in a role with real impact. **We'll** ** trust you to:** + Lead client engagement by delivering impactful presentations, ... New York - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044436 **Description & Requirements** Bloomberg is a global leader… more
- Chemung Canal Trust Company (Elmira, NY)
- …we serve. + Answers incoming calls to the Company's Contact Center; responds to client inquiries as able or identifies Company personnel to respond to inquiries when ... the banks products and services. + Receives all incoming internet email; responds to client inquiries as able, identifies personnel who can respond to client … more
- Chemung Canal Trust Company (Waverly, NY)
- …and benefits of all company consumer products and services in order to ascertain client needs and to sell in conjunction with those needs. + Adheres to operational ... regulatory procedures to ensure the safety and security of client bank assets. + Maintains an awareness of new...our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking Officer at ... Coordinates loan closings with Relationship Managers. + Actively manages client portfolio as assigned by the Business Banking Sales...institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. If you want to… more
- JPMorgan Chase (New York, NY)
- …and attend platform meetings. Together, we will uphold regulatory excellence and foster client trust , while you gain valuable experience and contribute to our ... dynamic team environment. **Job Responsibilities:** + Review next-day trades to ensure compliance with industry rules and regulations. + Provide support for trade reviews concerning registration exemptions, permissible legal forms, and Blue Sky laws. +… more