- S&P Global (New York, NY)
- …financial institutions. This strategic initiative spans the entire client lifecycle-from onboarding to maintenance and offboarding-while providing seamless ... 13 **Job Description** **The Team:** We are building an end-to-end client lifecycle management solution, where technology drives procedural automation and… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …integrating solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client experience, ensuring ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services… more
- JPMorgan Chase (New York, NY)
- …internal clients (investment specialists, portfolio managers, research, investment teams, and client advisors) and eventually with external clients. You will lead ... and reporting. You will be responsible for the completion of client materials from end-to-end while driving efficiencies, standardizing processes, and managing… more
- Citigroup (New York, NY)
- …Lead AVP is responsible for transforming market analysis and client engagement through data-driven content strategies and insightful analytics. Collaborating ... closely with Sales and Trading teams, the primary goal is to increase client engagement across various asset classes through compelling content. As part of the… more
- Robert Half (New York, NY)
- …the latest tools and methods. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. You'll ... Help You Be Successful + You enjoy designing future-state financial processes and optimizing workflows across AP, AR, GL,...You have interest in contributing to the preparation of client proposals and strategies to win new business. +… more
- Grant Thornton (New York, NY)
- …where they matter most. Work with clients to improve their overall financial reporting processes and to help them better understand their businesses. Continually ... inform clients about accounting, financial and regulatory developments that may affect their businesses....to the highest degree of professional standards and strict client confidentiality. + Run client engagements from… more
- BlackRock (New York, NY)
- …**About BlackRock:** Are you interested in building innovative technology that crafts the financial markets? Do you like working at the speed of a startup, and ... pay for college, buy a home, and improve their financial well-being. Being a technologist at BlackRock means you...as private markets become an increasingly vital part of client portfolios. We are looking for an exceptional candidate… more
- Cushman & Wakefield (Albany, NY)
- …Account Director is a key role in C&W with responsibility to manage the client relationship while providing exceptional client service and delivering on all ... **L FUNCTIONS** **A** **ND** **RESPONSIBILITIES** **Obtain a thorough understanding of the client 's business goals and strategies to align real estate services with… more
- JPMorgan Chase (New York, NY)
- …will be responsible for helping support, maintain and develop key commodity client relationships throughout the Americas. You will work with trading, research and ... multiple other teams to provide comprehensive client coverage, including but not limited to facilitating and...Excel, Word and PowerPoint JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Broadridge Financial Solutions (Albany, NY)
- …data accuracy, improve onboarding cycle time, and enhance the overall client experience. Description: Leads the transformation of onboarding and conversion processes ... adoption of AI-driven tools and workflows, driving efficiencies and elevating client delivery standards across global teams. Owns end-to-end delivery for onboarding… more