- Comerica (New York, NY)
- …specific area of expertise to include trust administration, investments, insurance in a client service capacity OR High School Diploma/GED AND 6 years equivalent ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various...to include trust administration, investments or insurance in a client service capacity + 5 years of… more
- Wells Fargo (New York, NY)
- …the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's full- service and independent ... The ** Client Relationship Group (CRG)** Product Management organization within...Review and analyze complex & major product lines and services + Execute on and deliver a strategic set… more
- Pinkerton (Albany, NY)
- …is to protect our clients. To do this, we provide enterprise risk management services and programs specifically designed for each client . Pinkerton employees are ... family of industry subject matter experts. The Human Resources Manager will support the regional Human Resources Director by performing various functions, including… more
- Citizens (Rochester, NY)
- …between clients, financial advisor (s), and internal departments + Complete new client onboarding and service requests for existing clients + Schedule/confirm ... primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and… more
- KeyBank (Cohoes, NY)
- …accounts including distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create ... Services Sales Force in achieving sales goals, customer service , business growth and client retention. This...**Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist… more
- Publicis Groupe (New York, NY)
- …and work on client site in order to deliver the first-class services we pride ourselves in **Additional information** Pay Range: $300,000 - $400,000. The range ... accelerate our clients' businesses through designing the products and services their customers truly value. **Overview** This posting is...and more junior consultants + Act as a peer advisor to clients + Lead development of proposals (with… more
- Bank of America (Flushing, NY)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Publicis Groupe (New York, NY)
- …stakeholders at all levels, especially C-level executives, acting as a strategic advisor . + Understand client business models, strategic priorities, and industry ... for clients and the agency. Acting as a trusted advisor to senior executives, you'll combine strategic vision with...and success metrics for enterprise CRM programs to drive client growth and guide strategy development and execution. +… more
- HUB International (New York, NY)
- …annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff. + Participate in the investment due ... enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of… more
- World Wide Technology (New York, NY)
- …are looking for a Consulting Systems Engineer to join our Global Service Providers team. Responsibilities: + Works with telecommunications customers and WWT Outside ... his or her technical specializations. He or she collaborates with the Client Manager(s) on strategic, large and complex opportunities and coordinates additional… more