- JPMorgan Chase (Rochester, NY)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration + Work with Tax Officers… more
- SHI (Albany, NY)
- …+ Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and decision-makers + Address ... to lead the design of innovative ServiceNow solutions that align with client business objectives. This role combines deep platform expertise with consultative… more
- Paychex (Manhattan, NY)
- …Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization. ... Paychex solution to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and… more
- CVS Health (Brooklyn, NY)
- …of the latest beauty trends and techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty ... Consultant who is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience your passion for… more
- Foresters Financial Services (Westbury, NY)
- …FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do: + Act as a liaison ... the incumbent is FINRA licensed. + As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the … more
- City National Bank (New York, NY)
- …Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments ... of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- NTT America, Inc. (Albany, NY)
- …basis + Mitigate future risks by addressing them early on + Utilize the trusted advisor position to influence the client + Assessment of escalation situation + ... be willing to travel up to 100% based on client and project needs*_** **Duties and Responsibilities:** **A. Services...of follow up and documentation of results + Trusted advisor to the project team (NTT Data Business Solutions… more
- Stantec (New York, NY)
- …passionate, collaborative, and results-driven team. As part of our US Northeast HR Client Services (HRCS) team, you will be supporting 350+/- leaders and employees ... two days. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with… more
- JPMorgan Chase (New York, NY)
- …'s other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. ... and their advisors. * Ability to work in a team-based environment. ** Client Relationship Management** * Estate Officers must develop relationships with beneficiaries… more
- Palo Alto Networks (New York, NY)
- …PaaS, SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud ... of work, and client roadmaps + Build and maintain long-term trusted advisor relationships with strategic customers and Unit 42 retainer clients + Represent Unit… more