- Citigroup (New York, NY)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... An individual in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling ,… more
- Capital One (New York, NY)
- …industry research publications + Developing and cultivating client , prospective client , buyer, investor, and professional advisor relationships + Mentorship ... a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services . As a leading healthcare investment bank, we are dedicated to… more
- Anywhere Real Estate (Buffalo, NY)
- The ** Client Experience Specialist** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create ... efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure...with all parties involved in the transaction. + Prioritize service to the agent and all parties with a… more
- KeyBank (Syracuse, NY)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client /borrower, critical and knowledgeable contributor ... support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.… more
- B&H Photo (New York, NY)
- …stakeholders in education and government institutions. + Serve as a trusted advisor , understanding each client 's specific goals, purchasing processes, and ... education and government-by offering industry-leading products, expert guidance, and dedicated service . Our commitment to excellence makes us a trusted technology… more
- OEC Group (Queens, NY)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking...to master OEC Group's full suite of global shipping services . + Offer customized solutions: Consult clients on optimizing… more
- OEC Group (Queens, NY)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group...to master OEC Group's full suite of global shipping services . + Offer customized solutions: Consult clients on optimizing… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …business relationships with clients, brokers, and internal department contacts as a trusted advisor and consultant. + Maintains client detail and history for new ... is responsible for sales and leading the provision of service solutions of assigned accounts and territories. The incumbent...but is not limited to acting as a strategic advisor to support clients in the decision-making process relative… more
- Broadridge Financial Solutions (New York, NY)
- …revenue opportunities. This is a high-impact leadership role, responsible for shaping client strategy, delivering world-class service , and maximizing value for ... and client satisfaction. + Cultivate, expand, and sustain strategic, enterprise-wide client relationships, serving as a trusted advisor and ensuring high… more
- Kyndryl (New York, NY)
- …Zero Trust, IAM, Cloud Security, Network Security, Security Operations, or GRC. + ** Client Engagement** : Serve as a trusted advisor to C-level stakeholders, ... or Strategy & GRC. The role is pivotal in shaping client engagements, building domain-specific practices, and delivering high-impact security transformation… more