- Citigroup (Brooklyn, NY)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Yorktown Heights, NY)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- TIAA (Amherst, NY)
- … services . **Key Responsibilities and Duties** + Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that ... in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a large complex book of… more
- NBT Bank (Plattsburgh, NY)
- …Proactively recommends enhancements to management about third party vendors, systems design, client service delivery, website competitiveness and other bank to ... income and deposits. This position serves as a trusted advisor for complex business customers and provides education to...oversees TM analyst(s) as a member of his/her sales team , including influence over HR performance ratings and responsibility… more
- Ketchum (New York, NY)
- …degree in a relevant field desired but not necessary + Strong orientation toward client service and teamwork + Strong business acumen and understanding of the ... evaluation and measurement, and be able to lead a team , client relationships and manage projects from...+ Setting clear expectations, roles and responsibilities across the team . + Serving as a specialist and advisor… more
- Public Consulting Group (Albany, NY)
- …and budget while working at a detailed level. * Commitment to exceptional client service . * Creative problem-solving ability and a consultancy mindset. * ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...a team of OCM, and non SME team to execute client needs and OCM… more
- JPMorgan Chase (New York, NY)
- …and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial interactions. ... products and services we create. The Global Private Bank Design team is dedicated to creating cohesive, industry-leading products and experiences that help… more
- Deloitte (New York, NY)
- …opportunities, manage client accounts, and advance various Deloitte initiatives. The Team : National Federal Tax Services (NFTS) is a national practice within ... really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions,...do: As a Senior on our Strategic Partnership Solutions team you will: + Refine your skillset with the… more
- SolomonEdwards (Albany, NY)
- …committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards **Position Summary:** ... **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational, and technology consulting… more
- WSP USA (New York, NY)
- …+ Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise ... careers and knowledge base. Your daily contributions to your team will be essential in meeting client ...Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited… more
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