- Grant Thornton (Melville, NY)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more
- KeyBank (Rochester, NY)
- …planning activities through the year + Capitalizes on referrals from inside sales and/or client service managers + Stays up to date on Core Business Banking ... A minimum of 3 years' experience success in a client focused environment with aggressive growth and service... client focused environment with aggressive growth and service goals required. **Tactical Skills** + Strong financial acumen… more
- Citigroup (New York, NY)
- …+ Licenses: Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF Lending Generalist **Time Type:** Full ... financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and… more
- JPMorgan Chase (New York, NY)
- …in Chase Travel, you will have an understanding of travel and/or customer service with an emphasis on being hospitable, a great communicator and providing invaluable ... events, and local restaurants to provide personalized recommendations. + Arrange client reservations for spa, restaurants, transfers, and rental cars through… more
- Google (New York, NY)
- …for common platforms and devices. + Ability to engage and collaborate with client stakeholders and other groups within the customer environment to drive resolution ... teams like Mandiant Security Architects, Detection and Infrastructure Engineers, client Information Technology (IT) resources, and other business resource owners,… more
- Publicis Groupe (New York, NY)
- …refine design direction + Drive live walkthroughs and demos to support sales, client success, and product marketing teams + Maintain and evolve our design system, ... Confident communicator who can lead discussions, present to stakeholders, and support client -facing teams + A natural collaborator who works well across product,… more
- Leap (New York, NY)
- …accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to ... candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic… more
- JPMorgan Chase (New York, NY)
- …JPMorgan Chase & Co. manages legal and other risks, advises on products and services , interprets laws and regulations that impact the firm, and advises the firm on ... legal professionals with a reputation as thought leaders who deliver best-in-class services . As trusted advisors, we help the firm's clients while also safeguarding… more
- JPMorgan Chase (New York, NY)
- …interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required ... operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. You will have… more
- Wells Fargo (New York, NY)
- …dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service offerings to all ... excellence designed to: + Shorten the distance between the client request and the product or service .../ Banking specialists responsible for all aspects of Banking services to all client segments supported by… more