- Bank of America (Staten Island, NY)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Capital One (Albany, NY)
- …they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating ... 50 million+ consumers. We are a passionate and entrepreneurial team that embraces bold ideas, fosters collaborations and delivers...client -side processes should work with our products and services + Work independently and seek out feedback and… 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 ... Business Development: Participate in sales pursuits as a pursuit team member or subject matter advisor . Participate...Demonstrated experience with the sales cycle by helping frame client opportunities. Participated in the pursuit team … more
- ADP (NY)
- ADP is hiring a **Sales Representative, Enterprise Accounts, Vertical Team .** + **_Are you ready to control your financial future with unlimited upside earnings ... bring proven expertise and responsiveness to the table every day on a team dedicated to unparalleled partnership and unwavering relationships with our clients and… more
- KeyBank (Hudson, NY)
- …sound judgment with clients and transactions. + Exhibits strong sales and service skills, presenting products and services while proactively educating clients ... efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will...communication, trust-building, and relationship management skills to foster strong advisor - client relationships. + Ability to gain market… more
- KeyBank (New York, NY)
- …of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is ... of Influence (COI) referral network + Assembles cross- functional team to quickly respond to customer requests when not...Advisor : Ability to build trust by taking a client centric approach + Strategic Thinking: Deploys a long-term,… more
- WSP USA (New York, NY)
- …with regulations, and deliver high-quality consulting services that meet client needs. Key Responsibilities: + Leadership and Team Management: Lead ... services to help clients deliver complex projects. The Project Development team 's services provide strategic guidance and technical expertise throughout the… more
- HUB International (New York, NY)
- …experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team . + Experience leading a team ... **ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... goals, and by coordinating with the extended KPB relationship team to execute and advise on the client...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- AON (New York, NY)
- … client meetings and conference calls. + Key member of the client facing team , acting as a trusted advisor to the executive level client in broking, ... detailed knowledge of the Cargo insurance marketplace, products and services . + Develop productive business relationships with key insurance...+ Key member of the client facing team , acting as a trusted advisor to… more
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