- Mizuho Corporate Bank (New York, NY)
- …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding is required… more
- JPMorgan Chase (New York, NY)
- …harness the collective power of our firm. **Job summary:** As a Private Bank - Client Skills Training Designer and Facilitator - Vice President on the Client ... will possess relevant experience, a deep understanding of the client skills and practice management concepts that are key...management concepts that are key to an Analyst and Advisor 's success, and interest and skill in building and… more
- Dell Technologies (NY)
- …growth and development opportunities. We look forward to including you in our ** Client Solutions Group** as a **Solutions Engineer** on our team in the Northeast. ... facing sales team. The SE will become a "trusted advisor " to their specific customer and augment the Dell...our customers using the full range of the Dell client portfolio. **You will:** * Collaborate on account plans… 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
- Brooklyn Defender Services (Queens, 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 ... complex cases including major felonies and homicide. + Foster strong attorney/ client relationships. + Work collaboratively on interdisciplinary case teams with… 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
- KeyBank (Tarrytown, 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …clients by fielding inquiries on credit markets and company views, participating in client meetings, and presenting on advisor calls. + Provide customized ... pieces relating to both top down and bottoms up market opportunities for internal and client use. + Assist in training of junior talent on the team. + Provide… more
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