- KeyBank (Dewitt, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... York 13214 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...products and services to meet client needs and refer to appropriate sales professionals in… more
- NTT America, Inc. (New York, NY)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a Banking Consulting Client Partner to join our team in New York City, New York ... or related field** + **12+ years of experience** in management consulting or client -facing leadership roles within banking and financial services . + Demonstrated… more
- NTT America, Inc. (Albany, NY)
- …We are currently seeking a Client Executive - L&A Insurance to join our team in New York, New York (US-NY), United States (US). **L&A Insurance Client ... forward-thinking organization, apply now. We are currently seeking aL&A Client Executive to join our team in...find the right digital solutions to deliver superior customer services and innovation. The Client Executive needs… more
- MUFG (New York, NY)
- …four days per week and work remotely one day. A member of our recruitment team will provide more details. **Job Summary:** Client Strategy, Analytics & Business ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...direction to a GIS global analytics and business support team . + Serve as a trusted advisor … more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +...if sufficient based on regulation + Evaluate an Investment Advisor 's organization structure as well as determine when full… more
- Anywhere Real Estate (Rochester, 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 ... all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker...efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure… more
- Deloitte (New York, NY)
- …Build and nurture executive-level client relationships, serving as a trusted advisor on #managed services and outcome-based solutions that drive operational ... record of driving complex, outcome-focused sales? If so, Deloitte Services LP is seeking a high-performing client ...manage the pursuit process, and act as a key advisor to the pursuit team throughout the… more
- Deloitte (New York, NY)
- …services , and a track record of driving complex, outcome-focused sales? Deloitte Services LP is seeking a high-performing client relationship and solutions ... manage the pursuit process, and act as a key advisor to the pursuit team throughout the... relationships and large-scale business process outsourcing or managed services deals, preferably in BPaaS or recurring service… more
- KeyBank (Albany, NY)
- …in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in client ... context. + Communication: Strong verbal and written communication skills for client interaction and team collaboration. + Presentation Skills: Ability to… more
- IQVIA (New York, NY)
- …operating system. **Role Overview:** The Director, Platform Services leads a team of client service professionals responsible for delivering strategic ... Minimum of ten (10) years of related experience in client services , account management, or digital media....skills. + Experience developing processes and tools to improve team efficiency and client satisfaction. + Collaborative… more