- Citigroup (Brooklyn, NY)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- ARAMARK (New York, NY)
- …and sanitation standards in all operations Client Relationship + Identify client needs and communicate operational progress Financial Performance + Ensure ... the completion and maintenance of P&L statements + Deliver client and company financial targets + Adopt all Aramark processes and systems, understand performance… more
- HUB International (Melville, NY)
- …and as an advocate for clients + Design benefit plan in conjunction with client needs and financial resources + Process renewals, including competitive bidding, ... Prepare summary plan descriptions and other employee communication materials + Provide client with periodic financial reports (monthly, quarterly, or annually,… more
- JPMorgan Chase (New York, NY)
- …strategic project work and more. Throughout your program timeline you will hone your financial and client -facing skills to build your career in the financial ... You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury… more
- Robert Half Finance & Accounting (Albany, NY)
- …management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. ... Responsibilities: * Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. * Conduct… more
- CBRE (New York, NY)
- …seeking an experienced leader to serve as Global Account Lead for a dedicated Financial Services client . This high-impact role offers an opportunity to shape the ... a global team, driving strategic account growth, fostering innovation, and ensuring exceptional client service across all regions. To be successful in this role, the… more
- Cushman & Wakefield (New York, NY)
- …advisor to Client Managing Director + Ensure high standards of financial control are maintained and that appropriate systems and internal controls are ... oversight of the finance team + Anticipates the needs of the client to ensure that financial management continually adds tangible value + Work with the … more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Robert Half Finance & Accounting (Rochester, NY)
- …generating invoices, posting payments, and issuing credits. * Update and maintain accurate client information in financial systems. * Compile and run detailed ... looking for a detail-oriented and organized Full Charge Bookkeeper to join her client 's team in Rochester, New York. This role is essential in maintaining accurate… more
- Sodexo (Brooklyn, NY)
- …including retail, catering and patient meal management operations + achieve company and client financial targets and goals + develop and maintain client ... and customer relationships (ie, comfortable in c-suite settings where communication skills are imperative when serving as top level site management) + develop strategic plans + ensure HACCP, regulatory and standards compliance + have daily interaction with… more