- Bank of America (New York, NY)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- M&T Bank (Buffalo, NY)
- …individual financial goals of clients. We strive to deliver a reliable, consistent client experience service as designed within our client service standards in ... with seasoned Wealth Investment Advisors, learning the Wilmington Trust service model, client engagement strategies, and the suite of investment products we offer.… more
- CBRE (New York, NY)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... manage the fulfilment of our commitment to this Global client . Through the development and execution of an Account...* Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction...in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in… more
- CIBC (New York, NY)
- …Asia, and Australia. The EIT Investment Banking team primarily acts as M&A advisor (sellside and buyside) to our clients. We partner closely with our colleagues ... is the #2 North American Renewables and Power M&A Advisor since 2020 by both gross deal value and...transactions and financings + Assist in the preparation of client presentations / pitches + Conduct research and collect… more
- Capital One (Albany, NY)
- …they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating ... small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits...reviews + Partner across the value chain to meet client needs + Seek new business referrals once relationships… more
- AON (New York, NY)
- …Demonstrate advanced ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations ... grow assigned clients and prospects + Be effective in client deliverables (eg, creating presentations, proposals, etc.) and ensure...seen by clients, prospects and AEs as a trusted advisor + Be proficient in internal Aon/ACS policies, procedures… more
- AON (New York, NY)
- …in RFPs, client meetings and conference calls. + Key member of the client -facing team, acting as a trusted advisor to the executive level client ... meetings and conference calls. + Key member of the client -facing team, acting as a trusted advisor to the executive level client in broking, designing,… more
- Deloitte (New York, NY)
- …Work You'll Do As a Specialist Leader at Deloitte, you serve as a senior advisor to both the firm and our clients, leveraging deep expertise in high-demand areas ... Microsoft platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and thought leadership.… more
- Bank of America (Staten Island, NY)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting… more