- Charles Schwab (New York, NY)
- …+ Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, ... financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you… more
- PNC (New York, NY)
- …encouraging distribution and use of products across various lines of businesses. * Client relationship management is crucial, focusing on expanding market share ... *Market Mapping & Outreach: Identify, segment, and prioritize target partners and client profiles. Develop tailored engagement strategies by channel and firm type.… more
- CHA Consulting, Inc. (Albany, NY)
- …measures. This senior, key role is responsible for managing the overall client relationship including any technical, financial or logistical issues that ... development. The Sr. Project Manager clearly and successfully communicates updates to the client , management and project team, as well as prepares for and attends… more
- JPMorgan Chase (New York, NY)
- …partners across regions to deliver best-in-class solutions. **Key Responsibilities** + ** Client Relationship Management:** Build and expand relationships with ... identify new business opportunities and collaborate on deal execution. Escalate client needs to drive product development initiatives + **Strategic Planning:**… more
- Sedgwick (Albany, NY)
- …+ Maintains contact with the client on claims and promotes a professional client relationship ; makes recommendations to client as suggested by the claim ... standards. + Acts as second level of appeal for client and claimant issues regarding claim specific, procedural or...provides written resumes of specific claims as requested by client . + Assures that direct reports are properly licensed… more
- PNC (New York, NY)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Client Relationship Building, Corporate Finance, Decision Making, Equity ... sales/trading team; provides high quality customer service with respect to client inquiries, transaction support, reporting and database management. + Executing… more
- Sedgwick (Albany, NY)
- …+ Maintains contact with the client on claims and promotes a professional client relationship ; makes recommendations to client as suggested by the claim ... standards. + Acts as second level of appeal for client and claimant issues regarding claim specific, procedural or...provides written resumes of specific claims as requested by client . + Assures that direct reports are properly licensed… more
- Publicis Groupe (New York, NY)
- …and is responsible for overseeing and directing multiple projects within a given client relationship . + Owns project definition, scope monitoring, budgeting & ... products to oversee a team delivering work for at least one significant client book of business. He/She will partner with other departments to resolve operational… more
- Sedgwick (Albany, NY)
- …+ Maintains contact with the client on claims and promotes a professional client relationship ; makes recommendations to client as suggested by the claim ... standards. + Acts as second level of appeal for client and claimant issues regarding claim specific, procedural or...provides written resumes of specific claims as requested by client . + Assures that direct reports are properly licensed… more
- WTW (New York, NY)
- …managing multiple projects and producing quality deliverables on time + Strong client relationship , interpersonal and team skills + A professional presence ... customers and distribution channels. You will be expected to lead global client relationships, demonstrating command of our WTW Global Benefits Management (GBM)… more