- Compass Group, North America (Rochester, NY)
- … relationship management. + Maintain various reports for assigned client communities and provide concise analysis of performance, talent observations, trends, ... personal and professional success in this role: + Excellent relationship building skills, verbal and written skills. + Creative...to participating in new business sales presentations and internal client and board leadership. + ServSafe Manager … more
- ThermoFisher Scientific (Grand Island, NY)
- …Partner closely with internal business partners assigned to accounts to ensure client satisfaction, provide insights into relationship management and operations, ... you will drive revenue growth by aligning with business strategies, anticipating client needs, and identifying market opportunities to achieve annual sales targets.… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives… more
- JPMorgan Chase (New York, NY)
- …are a plus + Demonstrated aptitude for sales, marketing, advertising, and client relationship management + Superior multi-tasking; strong organizational skills ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including… more
- Bank of America (New York, NY)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... and team members help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- Grant Thornton (Melville, NY)
- …in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence ... the applicable independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on relationship … more
- Bank of America (Buffalo, NY)
- …and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- MUFG (New York, NY)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also… 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.../ policies and guidelines with support from senior portfolio manager . + Responsible for active credit management of a… more
- MUFG (New York, NY)
- …the client to brief on the legal documents and support the relationship manager to ensure the completeness of the various forms. **Inter-department ... 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… more