- Citizens (Rochester, NY)
- …between clients, financial advisor (s), and internal departments + Complete new client onboarding and service requests for existing clients + Schedule/confirm ... primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and… more
- KeyBank (Cohoes, NY)
- …This person will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients. ... New York 12047 **Job Summary** Within the Key Investment Services business, this individual is responsible for assisting the...and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's… more
- World Wide Technology (New York, NY)
- …We are looking for a Consulting Systems Engineer to join our Global Service Providers team . Responsibilities: + Works with telecommunications customers and WWT ... her technical specializations. He or she collaborates with the Client Manager(s) on strategic, large and complex opportunities and...consultative fashion and is looked to as a trusted advisor by the account team , partners (OEMs)… more
- Bank of America (Flushing, 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
- Cognizant (Albany, NY)
- …industry team ! As an Engagement Delivery Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within ... a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with… more
- Anywhere Real Estate (Rochester, NY)
- …Qualifications:** International Assignment Consultant **Reports To:** Client Services Manager **Primary Function:** International Relocation Service provider ... for Global Clients and taking ownership of high quality Client driven services for their employees internationally....employee on their payroll benefits and partner closely with client Payroll teams to ensure seamless service … more
- DataRobot (Albany, NY)
- …their business - today and in the future. As an AI Engineer on our Professional Services team , you will be at the forefront of the AI revolution, working ... directly with our most strategic customers. You'll be a trusted advisor and hands-on builder, translating complex business challenges into cutting-edge AI solutions… 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
- 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
- Publicis Groupe (New York, NY)
- …stakeholders at all levels, especially C-level executives, acting as a strategic advisor . + Understand client business models, strategic priorities, and industry ... us at razorfish.com. **Overview** The Razorfish Strategy & Performance team is seeking a Senior Vice President of Strategy...for clients and the agency. Acting as a trusted advisor to senior executives, you'll combine strategic vision with… more