- AON (New York, NY)
- …client situations. + Uses discipline specific best practices. + Uses International Wealth delivery models, tools and resources. + Able to collaborate effectively; ... of market conditions + Developed relationships with client teams and other specialist teams + Actively involved in continuing personal and professional development… more
- TD Bank (Granville, NY)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results + Accountable for… more
- BlackRock (New York, NY)
- …solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as well as Multi-Asset Model Portfolios and investment ... Relationship Management** + Act as a dedicated client servicing specialist , delivering proactive engagement and exceeding client expectations through tailored… more
- Citigroup (New York, NY)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist , you will manage transactions from inception to ... contact for client inquiries, providing timely and accurate resolutions. + **Sales Support :** Participate in sales calls and client presentations to promote Escrow… more
- Comerica (New York, NY)
- …reporting activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect ... of delivery of services to clients. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops referrals through their… more
- S&P Global (New York, NY)
- …Marketing, to achieve business targets, monitor market trends and competition, and support the evaluation of partnerships to accelerate penetration and adoption of ... Enablement -_** _develop and share competitive, regulatory, and customer insight to support the team in identifying and prioritizing new products and features.… more
- TD Bank (New York, NY)
- …assessment methodology, guidance, and applicable leading practices + Where necessary, support Oversight Functions and their covered businesses with defining and ... logging regulatory issues and/or remedial action plans + Support the review and interpretation of aggregated results and identify methodology deviations, quality… more
- Capital One (New York, NY)
- …identify potential issues. + Prepare clear, organized, and complete documentation to support work performed, including draft findings. + Establish and maintain good ... deliver quality results. Proactively take on additional work to support the team when possible. + Provide coaching, on-the-job...or more areas of compliance, such as consumer, brokerage, wealth management, or trust + 1+ years of experience… more
- S&P Global (New York, NY)
- …skills which will prepare you for relationship management, sales or product specialist roles. **Responsibilities:** * Monitor all client inbound requests via our ... email system and telephony hotlines to address deals and support requests in a timely manner, in coordination with...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- NTT America, Inc. (NY)
- …client value, contributing to personal revenue growth. + Serve as a pre-sales support specialist , developing materials and presenting complex solutions as a ... strategic financial institutions, including top US banks, global payment providers, and wealth management firms. A significant aspect of this role is achieving an… more
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