- Ankura (New York, NY)
- …in good standing with states under the direction of project lead; + Supporting the client base and team on state regulatory, exam and licensing matters under the ... Ankura is a team of excellence founded on innovation and growth....consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered advisor ] and cannabis is… more
- KeyBank (Saratoga, NY)
- …sound judgment with customers and transactions. + Exhibits strong sales and service skills, presenting products and services while proactively educating clients ... York 12866 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and… more
- S&P Global (New York, NY)
- …relationships across client stakeholders and workflows, serving as a trusted advisor for solving client 's business challenges - Develop and execute on ... Level (for internal use):** 10 **About the Role:** **The Team :** The Account Management team sits within... needs, making warm introductions as needed - Provide client feedback to inform product roadmap and service… more
- Citigroup (New York, NY)
- …team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. +… more
- Citigroup (New York, NY)
- …team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. +… more
- Citigroup (New York, NY)
- …team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. +… more
- New York Power Authority (White Plains, NY)
- …sales opportunities. Resolves problems and ensures customers receive high quality customer service and develops client retention and growth plans and strategies ... **Summary** Applies knowledge of market needs, business development, and customer service to provide compelling products, value propositions and excellent service… more
- Deloitte (New York, NY)
- …in accounting, finance, or related field. + Experience managing and developing both client service relationships and engagement teams, local and remote. + ... group, you will provide federal tax consulting and compliance services to a diverse client base in...guidance for the development and motivation of the engagement team . + Consulting with other service lines… more
- Quantis (New York, NY)
- …Quantis team members to strengthen our delivery of strategy-related services . + Innovation: Supporting efforts within Quantis' innovation activities to develop a ... own senior client relationships, being the primary contact and trusted advisor for clients. Your next step will be Sustainability Principal, where you'll drive… more
- JPMorgan Chase (New York, NY)
- …and lending. This role sits at the intersection of product marketing and advisor enablement, focusing on bringing our wealth management solutions to market and ... communications. As a Product Marketing Senior Associate on the JPMorgan Wealth Management team , you will be a marketing champion for a suite of products across… more