- Charles Schwab (Pittsford, NY)
- …with our clients is a key component of our business strategy. Our Client Relationship Specialists will pursue this mission through: + Delivering unparalleled ... Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) Building… more
- University of Rochester (Rochester, NY)
- GENERAL PURPOSE: To function as an Industry Specialist focused primarily on fostering career preparedness of and developing employment opportunities for MBA ... + MBA or degree/coursework in management consulting preferred + Customer/ client -facing work experience such as management consulting, recruitment management,… more
- M&T Bank (Rochester, NY)
- …matters. Maintain exemplary relationships with new and existing customers. Resolve client requests and/or issues independently, escalate when necessary. + Assist ... Know Your Customer (KYC) policies. Assist the KYC Officer and Relationship Manager with the BSA/AML/KYC process, adhering to procedures, regulatory requirements,… more
- Bank of America (Rochester, NY)
- Private Bank - Trust Senior Associate Buffalo, New York; Rochester , New York; Albany, New York **Job Description:** At Bank of America, we are guided by a common ... difference. Join us! **Job Summary:** The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer… more