- Bank of America (Brooklyn, NY)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- JPMorgan Chase (New York, NY)
- …an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
- Robert Half-Robert Half Corporate (New York, NY)
- …oversee and drive the search engagement process which includes client management, search strategy development, position specification development, candidate ... assessment, offer negotiation and onboarding facilitation. Cultivate and expand trust-based client relationships with executives and secure search engagements by: +… more
- Atlas (New York, NY)
- …hyperscale data center owners, semiconductor manufacturers, and large contractors. Serve as account manager for select strategic clients and work across teams ... match capabilities to emerging client needs and industry trends. + Client Relationships and Account Management: Develop and strengthen relationships with key… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...Finance and Planning Analyst reports to the Planning Team Manager and aggregates and reports financials that contribute to… more
- City National Bank (New York, NY)
- …team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and ... within the assigned territory. Analyzes the requirements of the client /prospect and presents recommendations on applicable treasury management products/services that… more
- WTW (New York, NY)
- …to grow your pharmacy and broader health and benefits financial acumen and client management skills by working on cutting edge projects alongside leaders in the ... the future. You will have immediate exposure to real client assignments which will draw on your imagination and...and evaluate responses to RFPs + Serve as project manager ; contribute to project plan creation and assist the… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming correspondence and any other client… more
- Publicis Groupe (New York, NY)
- …reporting, and billing reconciliation. You'll identify and implement optimizations, build client decks and status documents, and attend client meetings ... You will work within the full Omni/Shopper team to report results and foster client and vendor relationships. Most importantly, you must possess a strong inner drive… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely.../ policies and guidelines with support from senior portfolio manager . + Responsible for active credit management of a… more