- Bank of America (Staten Island, NY)
- …(CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- WTW (New York, NY)
- …practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas ... practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: + Executive compensation benchmarking + Short… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- WTW (New York, NY)
- …of multi-country issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate Director, you will ... and day-to-day communication liaison with our clients, trouble shoot issues, create client deliverables, contribute to client management and new business… more
- Cognizant (Albany, NY)
- …Salesforce engagements in technical and management capacity. Focused on growing our client base, this role supports the entire customer lifecycle - from pre-sales ... CPG specific challenges, delivering measurable impact at every step of the client lifecycle. **Work Model** We strive to provide flexibility wherever possible. Based… more
- City National Bank (New York, NY)
- …(FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the ... "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for...FINRA Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S… more
- Citigroup (New York, NY)
- …efforts, lead credit dialogue, proactively identify cross sell opportunities, drive client -centric solutions and achieve ambitious growth targets set for the ... **Responsibilities:** + Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs,… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...financing solutions for clients, including corporates, asset managers, and insurance companies. + Conduct research on market trends, comparable… more
- Tradesmen International, Inc. (Syracuse, NY)
- …for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International's services and workforce. ... and develop new customer accounts to increase revenue including cold-calling and client management. Penetrate all targeted accounts and radiate sales from within … more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more