- Broadview FCU (Albany, NY)
- …c ross-sell Credit Union services to qualified members at every opportunity . + Conduct client reviews on at least an annual basis, as required. + Meet or exceed ... Coach RL RB s on quality referrals. + Refer client s with advanced fact patterns to WMG, and...advanced fact patterns to WMG, and when appropriate for client ' s situation. + Process appropriate paperwork for… more
- Google (New York, NY)
- …for common platforms and devices. + Ability to engage and collaborate with client stakeholders and other groups within the customer environment to drive resolution ... teams like Mandiant Security Architects, Detection and Infrastructure Engineers, client Information Technology (IT) resources, and other business resource owners,… 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...our colleagues must think and act to become more client -obsessed, inclusive and innovative. They reflect who we are,… more
- Acxiom (Albany, NY)
- …for continuous improvement. **Facilitate Cross-Functional Collaboration** * Act as a trusted advisor to client marketing, sales, and product teams, fostering ... They will work as an integral extension of the client 's marketing team, contributing to the client ...the client 's marketing team, contributing to the client organization's vision and success. **What You Will Do:**… more
- Grant Thornton (Melville, NY)
- … to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as assigned You have the following ... and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your...day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan,… more
- Leap (New York, NY)
- …candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic ... deep product knowledge and delivers accurate, valuable insights to enhance the client experience. + Adaptable: Thrives in a dynamic, matrixed environment by staying… more
- JPMorgan Chase (New York, NY)
- …events, and local restaurants to provide personalized recommendations. + Arrange client reservations for spa, restaurants, transfers, and rental cars through ... lifecycle to ensure accuracy and completeness. + Assist advisors in organizing client travel expenses and provide necessary information to meet final payment… more
- Publicis Groupe (New York, NY)
- …refine design direction + Drive live walkthroughs and demos to support sales, client success, and product marketing teams + Maintain and evolve our design system, ... Confident communicator who can lead discussions, present to stakeholders, and support client -facing teams + A natural collaborator who works well across product,… more
- JPMorgan Chase (New York, NY)
- …with Board members and business leaders. + Build and maintain strong client relationships. **Required Qualifications, Capabilities, and Skills:** + 5+ years of legal ... ability to innovate and think strategically. + Experience in building and maintaining client relationships. All candidates for roles in the Legal department must be… more
- JPMorgan Chase (New York, NY)
- …interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required ... operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. You will have… more