- Unknown (New York, NY)
- …allocation. The role requires an individual with an entrepreneurial mindset, a strong client - service orientation, and experience within an RIA, private bank , ... candidate will be part of a collaborative culture that values deep client relationships and offers institutional-level investment capabilities. The role is designed… more
- Unknown (New York, NY)
- …estate, tax, and financial planning. An entrepreneurial mindset and a strong client - service orientation are essential, as is experience within an RIA, ... private bank , or boutique wealth management firm environment. The role...position is suited to a professional who values deep client relationships and is adept at working in a… more
- RMS Computer Corporation (New York, NY)
- Our Client a Major Global investment Bank is seeking Development Program Project Manager Core Engineering Infrastructure Project Manager * Core Skills & ... voice design, procurement and integration * Multimedia and TV service design, procurement and deployment * Computer procurement and...coordinated to a satisfactory manner to avoid any damage Client technology rooms or systems * Ensuring that all… more
- Unknown (New York, NY)
- Vice President, Investment Banking About the Company Flourishing full- service investment bank Industry Accounting Type Privately Held About the Role The Vice ... drive advanced financial modeling and valuation analysis, and prepare compelling client presentations that support transaction strategy and execution. Building and… more
- Unknown (New York, NY)
- Managing Director - Head of Technology About the Company Dynamic investment bank Industry Accounting Type Privately Held About the Role The Managing Director - Head ... sector (including SaaS, fintech, cybersecurity and IT services). You will manage client relationships at senior levels, lead deal teams from pitch through execution,… more
- JPMorgan Chase (Brooklyn, NY)
- …lifecycle management and bank loans for large institutional clients. As a Client Service Analyst within the Security Services Custody Client operations ... **Description** The Corporate Investment Banking - Client Service Analyst is a part of the broader Security Services Custody Client Operations team… more
- NBT Bank (Rochester, NY)
- Pay Range: $74,726.00 - $114,583.00 Manage delivery of exemplary client service by overseeing all personnel and processes related to personnel servicing the ... clients assigned to the Client Service Specialist (CSS) team. Provide appropriate...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Banker LOCATION: Wolf Road REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) ... AVAILABILITY: Monday-Friday 8:30am-5:30pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients' first impression of the… more
- NBT Bank (NY)
- Pay Range: $20.60 - $28.83 Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue ... Education and Experience: + Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience + ASPAA… more
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Supervisor LOCATION: Wolf Road Branch REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - ... team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening,… more