Jobs near Pelham: 19,855
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Relevance Score ranked on: CLIENT
Branch Banking Client Consultant II
Jackson Heights
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Ba...
Search Terms: Banking, Consultant, Client, High School, Financial
76.6
11mi
Updated: November 05
Business Execution Consultant - Client Engagement Team
NEW YORK
Assist the Head of Client Engagement with oversight of client engagements by coordinating with various businesses on project management, client nominations, tracking of invites and registrations, reporting on the efforts to stakeholders and preparing post event recaps. Gathering of key details regard...
Search Terms: Engagement, Business, Consultant, Client, Leader
76.1
14mi
Updated: November 05
Vice President Client Acquisition and Retention
Bronx
FULL TIME - Monday-Friday 8 am-5 pm - 7 years experience in call center management, sales or client intake within the healthcare or personal care services sector. Pay Range: $150,000 bonus opportunity (may be negotiable depending on experience)Vice President Client Acquisition and Retention. At Ela...
Search Terms: Vice President, Acquisition, Retention, President, Client
75.3
8.6mi
Updated: November 02
Client Care Coordinator, Evergreen Residence Family Shelter
Bronx
Provide individual and/or group counseling services to assist clients and their families to achieve healthy relationships, emotional stability, personal development and/or adjustment. Counsel clients regarding issues such as: abusive behavior, family dynamics, healthy personal choices, substance abus...
Search Terms: Care Coordinator, Family, Client, Coordinator, Healthcare
74.6
8.6mi
Updated: October 30
Private Client Financial Advisor - Brooklyn, NY (Borough Park)
Brooklyn
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the cli...
Search Terms: Financial Advisor, Advisor, Private, Financial Planning, Client
73.9
17mi
Updated: November 02
Private Client Financial Advisor - Midtown, Manhattan
New York
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the cli...
Search Terms: Financial Advisor, Advisor, Private, Financial Planning, Client
73.8
14mi
Updated: October 31
Private Client Financial Advisor - Canal Street, Manhattan
New York
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the cli...
Search Terms: Financial Advisor, Advisor, Private, Financial Planning, Client
73.8
14mi
Updated: October 31
Summer Student - Client Experience
New York
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe e...
Search Terms: Continuous Improvement, Experience, Client, Student, Summer
73.8
14mi
Updated: October 31
Wealth - Integrated Client Engagement Manager - Director
New York
Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region. Responsible for tracking for reporting purposes and managing revenue share agreements around partnership intr...
Search Terms: Director, Manager, Wealth, Engagement, Client
73.6
14mi
Updated: October 30
Branch Banking – Client Consultant II
Flushing
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Ba...
Search Terms: Banking, Consultant, Client, High School, Financial
73.3
8.4mi
Updated: October 18
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