- Citigroup (New York, NY)
- …treasury, payment operations, marketing and sales teams. About the role As Client Access & eCommerce Integrations Lead, you will lead the strategic development ... payment acceptance service ensuring seamless connectivity with e-commerce platforms and client systems. This role requires deep expertise in payments, fintech… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- Capital One (New York, NY)
- …industry research publications + Developing and cultivating client , prospective client , buyer, investor, and professional advisor relationships + Mentorship ... taking on a substantial amount of responsibility in transaction execution, client management, and new business development. **General responsibilities** + Working… more
- B&H Photo (New York, NY)
- …stakeholders in education and government institutions. + Serve as a trusted advisor , understanding each client 's specific goals, purchasing processes, and ... shows, while uncovering new opportunities and delivering tailored solutions to meet client needs. Key Responsibilities: Client Relationship Management + Build,… more
- KeyBank (Syracuse, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client /borrower, critical and knowledgeable contributor ... support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.… more
- Brooklyn Defender Services (Brooklyn, NY)
- …with supervisor to review caseload, discuss case strategy, and prepare for trial. + Be an advisor to the client when decisions are made about the case. + Meet ... who work collaboratively to bring about the best outcome for each client . Under the direct supervision of a Supervising Attorney, attorneys defend clients… more
- Citigroup (New York, NY)
- …An individual in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , ... investment relationship in partnership with the Banker + Leverage existing client relationships, local network and investment experience to introduce new ultra-high… more
- Cherry Bekaert (Albany, NY)
- …to serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services ... and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. +...the partner, if needed, in the resolution of any client issues as they arise. + Begin to develop… more
- OEC Group (Queens, NY)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking...+ Leverage cutting-edge tools: Utilize Sugar (CRM) to track client 's information, manage your sales pipeline, and measure success… more
- OEC Group (Queens, NY)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful… more