- Public Consulting Group (Albany, NY)
- …PCG's project teams to ensure alignment between service offerings and client needs for successful project delivery. . Support business development ... support inclusive, student-centered outcomes. **Key Responsibilities:** . Guide client organizations with forward-thinking practices that promote inclusion, equity,… more
- PNC (Buffalo, NY)
- …the sales efforts of the business through the introduction and expansion of financial services to the client . + Executes risk management practices through the ... to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will...manage a full book of business of 80-90 investment client relationships, which can range from 1 client… more
- The Salvation Army (Syracuse, NY)
- …The Salvation Army of the Syracuse Area Adult Day Program for Senior Services Position Overview: The Neighborhood Advisor is tasked with providing Outreach ... Overview Neighborhood Advisor , Case Management Full-Time, Hourly, Non-Exempt with Health...case management and housing crisis intervention, supportive and/or intensive support along with advocacy services for clients… more
- Insight Global (New York, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... Job Description The Financial Advisor (FA) role is a three-year program with...A FA will need to leverage their experience to service the unique and complex needs of wealth clients… more
- Bank of America (New York, NY)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution + Has a...+ A working knowledge of small business products and services **Skills:** + Client Management + … more
- Bank of America (Commack, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Eastern Long Island Market Hampton Bays,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (Newburgh, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - Albany/Hudson Valley Market Katonah, New York;Newburgh,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- City of New York (New York, NY)
- …as quickly as possible. Information Technology Services (ITS) is DSS's technology services organization. ITS mission is to support the daily, emergent, and ... support DSS/HRA/DHS public assistance, housing, Medicaid, SNAP, and employment service programs. - Support the Agency's mission to promote self-sufficiency… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... the individualized needs of each customer and with the client 's best interest in mind. **Primary Responsibilities:** + *Based...interests in mind; offer an array of products and services best suited to meet those needs; sell and… more
- H&R Block (Albany, NY)
- …Generate business growth, increase client retention, and offer additional products and services + Provide clients with IRS support + All certification levels ... means you'll serve clients with diverse tax and business services needs year-round. You'll have the support ...client relationships + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in… more