- Black Ink Business Services, LLC (Brooklyn, NY)
- …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... a strong finance background and a passion for business operations. You'll partner with clients across diverse industries, delivering in-depth financial analysis and… more
- Sedgwick (Rochester, NY)
- …Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Performance Manager **PRIMARY PURPOSE** **:** To be responsible for the quality ... aspects of a specific client including client service instructions and reserves;...disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits._ The… more
- KeyBank (Batavia, NY)
- …- Batavia, New York 14020 **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private ... Banker (PCB) is part of the Key Private Client Program and will focus on the entire ...Industry Essentials (SIE) Upon Hire (required) + Life and Health Insurance Licenses Upon Hire (required) **Tactical Skills** +… more
- Sedgwick (Buffalo, NY)
- …Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Manager, Client Services | SIU **PRIMARY PURPOSE** : To manage accounts of multiple ... client service programs or single large national program; to...disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits. **Always… more
- Ricoh Americas Corporation (New York, NY)
- Position Profile The Client Executive, Legal Services is a strategic account management and business development role focused on driving growth and deepening ... industry vision. In addition to managing existing relationships, the Client Executive proactively identifies new business opportunities, expands Ricoh's footprint… more
- JPMorgan Chase (Rochester, NY)
- …with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions ... better outcomes for their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs)… more
- JPMorgan Chase (New York, NY)
- …to showcase our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you...to build relationships across entire organization and with our partner firms + Series 7 and Series 63 **Preferred… more
- Capital One (Albany, NY)
- …to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to ... Director, Client Development Affiliate Marketing - Capital One Ad...campaigns from start to finish. Key Responsibilities Include: + Partner with key external stakeholders including C-suite level contacts… more
- Capital One (Albany, NY)
- …to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to ... Manager, Client Development Affiliate Marketing, Capital One Ad Solutions...campaigns from start to finish. Key Responsibilities Include: + Partner with key external stakeholders (merchants, agencies, networks) to… more
- Citizens (Irondequoit, NY)
- …that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client ... then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisor...66) active and valid. + A valid, active Insurance Life/ Health /Variable licenses is required or must be obtained within… more
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