- Bank of America (White Plains, NY)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- JPMorgan Chase (New York, NY)
- …to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will ... on one advisor meetings per week to support new business opportunities + Attend client ...format is a plus Chase is a leading financial services firm, helping nearly half of America's households and… more
- IBM (Denver, NY)
- …We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in developing and ... articulating our capabilities in SAP AI-driven testing services . The ideal candidate will possess extensive knowledge of SAP solutions, AI technologies, and… more
- JPMorgan Chase (New York, NY)
- …locally. You will establish, maintain, and build relationships while delivering exceptional client service . As a Market Executive within JP Morgan Advisors, ... involve establishing, maintaining, and building relationships while delivering exceptional client service . You will have the opportunity...top talent + Clear ability to recognize and anticipate advisor and client needs in a proactive… more
- Deloitte (New York, NY)
- …utilize Microsoft platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and thought ... team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers,...A summary of the expectations is provided below: + Client Service : Advise client business… more
- Crane 1 Services, Inc. (Albany, NY)
- …sales contracts, proposals, and pricing based on technical specifications and client requirements. Secondary Responsibilities - Business Development Support ... prepare regular sales activity reports. + Stay informed about company capabilities, service offerings, and emerging technologies to support customer engagement.… more
- AON (New York, NY)
- …relationships, account strategies and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing, selling and servicing ... complex accounts + Provide outstanding and timely service and support to clients, relationship managers...and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing,… more
- Capital One (Albany, NY)
- …they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating ... small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits...client -side processes should work with our products and services + Work independently and seek out feedback and… more
- KeyBank (Hudson, NY)
- …people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in ... sound judgment with clients and transactions. + Exhibits strong sales and service skills, presenting products and services while proactively educating clients… 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