- Celonis (New York, NY)
- …skills, build lasting client relationships, and establish yourself as a trusted advisor , paving the way for significant career growth within Celonis. Your journey ... Managing customer accounts **What You'll Do:** + Consult with customers using systems analysis to **identify core business challenges** and determine **how Celonis… more
- Citigroup (New York, NY)
- …with the data and system process flows. * Be a trusted and informed advisor /partner to regional teams and lines of business staff members. * Prepare and present ... technology to the current business environment * Act as advisor or coach to new or lower-level analysts and...5-8 years of relevant experience in business analysis or systems analysis. * 3+ years of Data Analysis/ Data… more
- University of Rochester (Rochester, NY)
- …administrative support for the e5 and Take Five Scholars Program, including advisor initiatives, special programming, and the Advisor Assignment process. + ... to document underload trends. + Pulls and organizes data from internal systems . Formats and maintains Excel reports to support team analysis and decision-making.… more
- LiveRamp (New York, NY)
- …ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate ... adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain… more
- University of Rochester (Rochester, NY)
- …regional compliance with university policies and procedures. + Serves as the advisor to Department and Faculty leadership for faculty related matters. + Works ... serve on committees to facilitate the smooth flow of systems that support operations. + Approve account expenditures and...well as with external constituents. + Acts as an advisor to leadership with regard to university policies, HR… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more
- City National Bank (New York, NY)
- …trust accounts. * Gather client account performance data using various reporting systems ; check this data for accuracy. * Generate properly formatted portfolio ... reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new...Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum… more
- JPMorgan Chase (Pittsford, NY)
- …team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work ... expertise, and contribute to the continuous improvement of our processes and systems . **Job Responsibilities:** + Monitor and analyze active account and book reviews… more
- JPMorgan Chase (Rochester, NY)
- …internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is ... client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships… more
- SHI (Albany, NY)
- …cultivate new business, expand existing accounts, and position SHI as a trusted Cisco advisor . Candidates must reside in the New York/New Jersey area, as this role ... as the primary Cisco subject matter expert and trusted advisor to SHI account executives and customers, providing deep...using Microsoft Outlook, Word, Excel, PowerPoint, and various business systems such as AX, SalesCenter, CRM, and PBI. -… more