- 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
- JPMorgan Chase (New York, NY)
- …and play a critical leadership role driving strategic business management across Client Onboarding. In this role, you will partner directly with C-suite leaders ... You will lead high-performing teams, act as a trusted advisor to executive management, and ensure the successful delivery...You will lead high-performing teams, act as a trusted advisor to executive management, and ensure the successful delivery… more
- Oracle (Albany, NY)
- … client that enables further adoption of the Oracle Retail Platform + Be and advisor to the client and deliver value outside the typical sales cycle. + ... first mentality Responsibilities + Develop a deep understanding of our client 's business objectives, pain points and technology landscape though strong, long-term… 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
- 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
- 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
- KeyBank (Rochester, 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
- Persado (New York, NY)
- …solutions, and driving measurable business outcomes. + Serve as a trusted advisor to senior client stakeholders, translating complex challenges into actionable ... directly influence Persado's business growth and product direction. Insights from client engagements will inform roadmap priorities, your strategic solutioning will… 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