- KeyBank (Albany, NY)
- …and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing ... strategies based on the client 's financial goals, and coordinating with the extended KPB...the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager… more
- KeyBank (Tarrytown, NY)
- …is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a ... insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility...both inside and outside the organization, on both cool data and hot and controversial topics; will show and… more
- Fedcap (New York, NY)
- …tax return preparation for eligible taxpayers. Using the information provided by the client , and by asking follow-up questions, completes the tax return and reviews ... the final return with the client . To establish and ensure the greatest degree of...1040EZ. + Basic computer skills for inputting tax return data into the tax preparation software. + Ability to… more
- Fedcap (New York, NY)
- …IRS-approved software (Tax Slayer), along with the information provided by the client , and by asking follow-up questions, completes accurate quality review of the ... final return with the client as required by the rules of the VITA...preparation. + Basic computer skills for inputting tax return data into the tax preparation software. + Ability to… more
- Finn Partners (New York, NY)
- …advocates who steward brands, protect reputations, promote thought leadership, and leverage data and analytics to shape the most important conversations of our day. ... services sector clients. The PR SAE supports our leadership team in essential client work, and helps to ensure that our team develops and executes high-quality… more
- CBRE (New York, NY)
- …structure complex renewable energy transactions, develop financial models, and support client engagements across M&A, tax equity, capital markets offerings, and PPA ... PPA economics; conduct sensitivity analyses and scenario planning to inform client recommendations. + **Transaction Support** : Support structuring and execution of… more
- Bloomberg (New York, NY)
- …Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045382 **Description & Requirements** Bloomberg is a global ... information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the… more
- CVS Health (New York, NY)
- …growth targets across a portfolio of new and existing accounts through exceptional client service and the development of relationships with key client and ... From providing strategic audience and media plans that drive against client objectives to collaborating with supporting CMX cohorts through flawless campaign… more
- UL, LLC (Albany, NY)
- …on-time, and on-budget results. The Project Manager is also client -facing, contributing directly to proposal development, relationship management, and growth ... of the advisory business through trusted client partnerships. The successful candidate is a self-starter with...takes passion to protect people, problem-solving to safeguard personal data and conviction to make the world a more… more
- AON (New York, NY)
- …businesses (health, wealth, and talent). Additionally, the role will lead liaison with client relationship managers in Aon's Enterprise Client Group and Human ... expect leader to be involved in sponsoring the largest bids/ client relationships. + Drive greater consulting and advisory capability...as well as internal equity and alignment with market data . The salary may also be adjusted based on… more
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