- KeyBank (Tarrytown, NY)
- …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals… more
- Deloitte (New York, NY)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on 1/31/2026 Work you'll do… more
- KeyBank (Tarrytown, NY)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... to develop client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service required. Actively participate… more
- AON (New York, NY)
- …Attend client meetings and present results as an integral part of a collaborative client service team. + Resolve client issues at appropriate levels and ... client meetings and present results as an integral part of a collaborative client service team. + Resolve client issues at appropriate levels and keep… more
- JPMorgan Chase (New York, NY)
- …effective, two-way working relationships with key stakeholders including Investment Specialists, Client Advisors, Sales Associates, Client Service Managers ... for Information (RFIs), Due Diligence Questionnaires (DDQs) and other written client materials, for Institutional and Wholesale clients and distributors of JPMAM's… more
- Grant Thornton (New York, NY)
- …+ Desire to pursue applicable professional certification as outlined above + Exceptional client service and communication skills with a demonstrated ability to ... and SOC Services - Essential Duties and Responsibilities: + Work with the client to plan engagement strategy, define objectives, and address business risks and… more
- The Brattle Group (New York, NY)
- …clients who count on us. We want to add team members committed to excellence, client service , and collaboration to advance the program and function we are ... work in a fast-paced environment with competing time-sensitive deadlines + Outstanding client service mindset - responsive, proactive, and dedicated to producing… more
- Publicis Groupe (New York, NY)
- …and client deliverables + Contributes to new business efforts as needed ** Client Service ** + Builds a day-to-day relationship with appropriate clients on ... to help shape their marketing priorities + Models outstanding client service for team + Influences clients through strong public speaking, presentation,… more
- Grant Thornton (New York, NY)
- …in a rapidly growing, fast-paced, interactive, results-based team environment. + Exceptional client service and communication skills with a demonstrated ability ... and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned… more
- Bloomberg (New York, NY)
- …Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047350 **Description & Requirements** Bloomberg is ... and RMS - and develop a strong understanding of client workflows to deliver world-class service +...understanding of client workflows to deliver world-class service + Provide operational support and consultation, including cross… more