- Citizens (Schenectady County, NY)
- …and more.Required QualificationsHigh School degree or GED required2 years of sales and customer service experience, demonstrating an ability to meet or exceed ... Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for UsAt Citizens, you'll find a customer -centric culture… more
- Citigroup (New York, NY)
- The Customer Service Senior Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the ... Customer Service team. The overall objective of...Customer Service team. The overall objective of this role is...description provides a high-level review of the types of work performed. Other job-related duties may be assigned as… more
- Citigroup (New York, NY)
- The Customer Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with ... the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support.… more
- Bank of America (New York, NY)
- …Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** ... Private Wealth Relationship Manager New York, New York **To...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- BankOnBuffalo (Buffalo, NY)
- …* 1865 Wealth Advisors Job Type Full-time Description The Wealth Partner Team Leader provides outstanding personalized service to their ... marketing and business program development. They cater to the customer with a focus on growing and protecting the...impact on the communities in which they live and work . KEY RESPONSIBILITIES + Work closely with… more
- Bank of America (New York, NY)
- …building wealth , and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting ... Wealth Management Banking Specialist - Private WM New...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **To...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/ Wealth -Management-Client-Associate\_25019110) **Job Description:** Merrill Wealth Management is… more
- JPMorgan Chase (New York, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... needs. As an Event Associate/Project Manager within JP Morgan Wealth Management, you will play a crucial role in...to ensure superior event execution and adherence to guidelines. Work onsite as needed. + Manage event budgets, pay… more
- Bank of America (New York, NY)
- …and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending ... Credit Product Specialist, Global Wealth & Investment Management New York, New York...and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth.… more
- JPMorgan Chase (New York, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you...self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and… more
- Tompkins Community Bank (Syracuse, NY)
- …Headquarters in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by ... delivering comprehensive wealth planning and coordinated financial strategies aligned with each...professionalism are essential to fostering trust and delivering exceptional service in a dynamic and client-focused environment. Position Goals:… more
- JPMorgan Chase (Rochester, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service ,...+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business… more
- Citigroup (New York, NY)
- …motivate, and influence others. + Excellent verbal and written communication skills Customer service orientation. + Required: US FINRA Registration: SIE; Series ... The Wealth Group Executive is accountable for management of...line referrals and to provide the most transparent Citi customer experience. + Responsible for the execution of Citigold… more
- US Bank (New York, NY)
- …products/services - Excellent interpersonal, verbal and written communication skills - Exceptional customer service skills - Ability to identify and resolve ... you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the primary, daily contact between Wealth… more
- Citigroup (New York, NY)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Citigroup (New York, NY)
- …through the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our clients + Possess an expert knowledge ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- TD Bank (New York, NY)
- …Req 9 experience ** Customer Accountabilities:** + Understands and supports the Banks Customer Service Strategy + Considers the impact of advice and decisions ... employees and stakeholders + Provides the highest level of Customer service when dealing with internal partners,...we believe that all colleagues, no matter where they work , are customer facing. As we build… more
- NBT Bank (Williamsville, NY)
- …a process for client segmentation + Demonstrated team player and high quality service provider + Advanced knowledge of all broker dealer advisory platforms Unique ... to discuss sales ideas, referral opportunities and results of customer meetings. + 5% Other duties as required Physical...Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year,… more
