- Edward Jones (Chappaqua, NY)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along ... clients. Our BOAs are a valued part of the client support team, and we credit much...Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service … more
- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... position NB's Private Wealth business as an innovator in client and advisor experience. + Own and...tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service … more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- Guidehouse (New York, NY)
- … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... accountable to develop business with new buyers within key client /s, drawing upon industry and client connections...customer and customer experience, the mix of programs and services , and level of support provided +… more
- AON (New York, NY)
- …varying complexity. + Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to ... varying complexity. + Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to… more
- Bank of America (New York, NY)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- JPMorgan Chase (New York, NY)
- …business strategies. You will work closely with senior leadership within Securities Services to provide outstanding Business Management support across business ... Join the Securities Services Business Management team as a high-performing Vice...business budget process. You will act as a trusted advisor to Business Heads, collaborate with Front Office Product… more
- Deloitte (New York, NY)
- …organizations to analyze their contract portfolios and process. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll ... Senior Consultant, Tax Technology Consulting - Legal Managed Services Would you enjoy being part of a...a complex and dynamic business environment. You will be client -facing and responsible for delivering first class service… more
- Deloitte (New York, NY)
- …that support this important Strategic Growth Offering are based in various service lines across tax. National Federal Tax Services ("NFTS") is a national ... a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide....the purpose of delivering results for our clients. NFTS service lines provide tax planning and compliance support… more
- Capgemini (New York, NY)
- …influence at mid to senior business levels. Working with various levels: VPs, Advisor Partners, Client Communities, Capgemini Bid teams + Experience in working ... global team of Business Transformation consultants in the Business Services , Intelligent Automation team. You will have a focus...as needed (ie Invent, Insights and Data). You will support Go-to-Market teams and align closely with other Global… more
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