- Black Ink Business Services, LLC (Brooklyn, NY)
- …+ Assisting with client relations and providing ongoing support + Maintaining client financial reports and dashboards + Contributing to the development and ... are a full-service business operations firm that provides accounting, financial and consulting services to a diverse client... financial and consulting services to a diverse client portfolio. Our standout clients are leaders in technology,… more
- MUFG (New York, NY)
- …insights, client strategy development, and cross-business execution to enhance client growth, operational efficiency, and financial performance across global ... organizations + MBA degree in Finance + Strong background in business strategy, financial analytics, and client relationship management. + Proven track record of… more
- Publicis Groupe (New York, NY)
- …partners to analyze financial inconsistencies and operational trends across a diverse client portfolio with the aim to refine and develop process. Areas of focus ... will include monitoring overall client (s) financial health, agency systems support, audit compliance, process architecture and agency growth initiatives. The… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …diverse industries to deliver high-quality service + Build and manage long-term client relationships + Provide guidance on financial planning, budgeting, ... performance + Oversee new client onboarding Accounting + Manage client accounts, relationships, and expectations, including developing financial models and… more
- JPMorgan Chase (Brooklyn, NY)
- …your proficiency in strategic planning and digital literacy. + Protect both the client and the institution from potential financial and reputational damage. + ... 3+ years of experience or equivalent expertise in a client service role within a financial institution....in a client service role within a financial institution. + Excellent influencing, negotiation, and communication skills,… more
- KeyBank (Mahopac, NY)
- …and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client ...through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a… more
- Bank of America (New York, NY)
- …MBA) + Knowledge of private markets **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Management + Presentation Skills + Risk Management ... are guided by a common purpose to help make financial lives better through the power of every connection....Description:** Acts as the senior product representative on a client team and is solely responsible for all product… more
- Publicis Groupe (New York, NY)
- …the responsibility of leading a team and providing outstanding leadership to the assigned client while achieving the agency's financial goals for the client . ... more at https://www.marsunited.com/. **Overview** We're looking for a Senior Vice President, Client Leadership to lead several clients across our network. The SVP… more
- Incubeta (New York, NY)
- …business and media objectives. + Financial Management: Oversee the financial health of client accounts, including budgeting, forecasting, and ensuring ... account leader to deliver exceptional service to our clients. Reporting to VP, Client Success, you will be key in retaining, growing and diversifying the value… more
- KeyBank (Poughkeepsie, NY)
- …Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2… more