- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. ... comprehensive wealth plans and coordinated financial strategies to align with each client 's goals and values. The experienced advisor will be a thoughtful listener,… more
- Citigroup (New York, NY)
- …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
- S&P Global (New York, NY)
- …helps them provide client insights and identify opportunities for growth and retention , unlocking a value for both our customers and for MI. Planning and ... They are focused on driving net revenue growth by fostering strong client relationships and delivering comprehensive solutions across the full MI product suite.… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... the industry's best talent, with one of the best retention rates in the industry. And by applying a...a fast growing and dynamic commerce practice inclusive of client executive lead responsibilities for growth, practice leadership to… more
- KeyBank (Rensselaer, NY)
- …leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions ... no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience culture, being present with every client and teammate and… more
- Citigroup (New York, NY)
- …affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments ... platform, as a part of our core client coverage team + Partner with sales teams to...include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... the industry's best talent, with one of the best retention rates in the industry. And by applying a...an enterprise digital account to ensure the program meets client objectives and helps grow their online business. The… more
- Citigroup (New York, NY)
- …performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client inquiries + Provide day to ... such as account opening and closing, loan disbursals, etc. + Client /prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and… more
- Publicis Groupe (New York, NY)
- …Across 5+ years of experience, you know what it takes to slay Client Services. These are the core skills you've totally nailed: **Knowledge** + Deep, ... + Production: Supervises and effectively manages the production of client -approved marketing tools + Creative: Collaborates on creative brief...here for 4+ years and we have a 90% retention rate. We hope you'll experience it for yourself.… more
- Publicis Groupe (New York, NY)
- …and contributes to problem resolution **Strategy:** + Competitive positioning: Understands client positioning and strategy + Informing: Keeps team informed of ... changes in client /competitive climate. Communicates clearly and frequently + Planning: Research...here for 4+ years and we have a 90% retention rate. We hope you'll experience it for yourself.… more