- AON (New York, NY)
- …other P&C lines of coverage in order to better serve as a Trusted Risk Advisor and in support of referral activity to HTB Commercial Lines and other Affinity ... assigned book of business which will consist of mid to high complexity client accounts. + Achieve renewal account policy retention goals by understanding coverage… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and...and awkwardness prevailing in a group and demonstrates genuine care for other people; can easily put self in… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …business relationships with clients, brokers, and internal department contacts as a trusted advisor and consultant. + Maintains client detail and history for new ... handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial… more
- CVS Health (New York, 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 ... ourselves with dedicated colleagues who are passionate about transforming health care . As the nation's leading health solutions company, we reach millions… more
- 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
- JPMorgan Chase (New York, NY)
- …product leader on a global team that is passionate about personalizing client and advisor -facing experiences, focusing on Wealth Management Personalization, to ... help both the client and Wealth Management business grow. You enjoy shaping...help people invest on their own or with an advisor , informed by industry-leading proprietary research and third-party market… 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
- Sharecare (Albany, NY)
- …individual through the lens of their personal health and making high-quality care more accessible and affordable for everyone. To learn more, visit ... as growing and expanding Provider Solutions inside the existing client base. Additionally, and primarily, the individual will be...The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related… more
- Paychex (Queens County, 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
- AON (New York, NY)
- …will require you to demonstrate solid and sustainable relationships with C-Suite client executives and will require you to build productive relationships with the ... equity sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private equity and insurance company… more