- Wells Fargo (New York, NY)
- …and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues ... Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Raymond James Financial, Inc. (New York, NY)
- …stakeholders without formal authority . Balancing independence and collaboration in a client - and business -facing role **Ability to:** . Author policies, ... the implementation of a risk management framework for the business unit, to include defining the business ...with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and… more
- Sharecare (Albany, NY)
- …to augment portfolio with new/add-on services + Uses technical and business development skills to increase client 's utilization of current technology + ... resolve customer issues including resolution of technical and/or customer service problems in a timely manner + Builds and...efficiently deliver services + Responsible for creating client profile, Quarterly Business Reviews and gathering… more
- KeyBank (Dewitt, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...refer to appropriate sales professionals in Retail, Key Investment Services , Private Bank, Mortgage or Business Banking.… more
- Deloitte (New York, NY)
- …Responsibilities + Deliver service excellence by identifying and addressing complex client business issues, serving as a trusted advisor to senior ... Our Global Business Services (GBS) team serves as...business development activities. + Participate in and lead client sales presentations. + Strategic Planning and Execution +… more
- Carrington (Albany, NY)
- …work experience; Bachelor's degree preferred. + Experience in relationship management or client services within mortgage servicing or related industry preferred. ... knowledge of the operational systems and utilization within the business process. + Gather and document client /investor...internal business unit. + Analyze investor, prospective business plans and service requirements to ensure… more
- Zones LLC (New York, NY)
- …LLC on Twitter @Zones, and LinkedIn and Facebook. Position Overview: Zones Client Executives are experienced business development professionals who focus on ... of accomplishment of selling technology solutions (storage, servers, software and professional services ) to major customers, our Client Executives are trusted… more
- Ricoh Americas Corporation (New York, NY)
- … Process Consultant manages and creates demand for complex multi-line of business , integrated workflow solutions in concert with client stated objectives ... problem and crafts a value proposition that provides specific outcomes addressing client problem. + Provides solutions to complex business problems for area(s)… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …bids to optimize effort and minimize costs. * Align CGI solutions with client business challenges, creating compelling value propositions that drive new ... Description:** CGI is one of the largest IT and business consulting services firms in the world....and roadmap. * Proposal Management: Partner with local CGI Business Units to lead responses to client … more
- JPMorgan Chase (New York, NY)
- At JPMorgan Chase, we are committed to extraordinary client service , taking care of our employees, and building relationships while maintaining a strong ... our incentive plans from start to finish. Our Private Client Relationship Manager incentive program reinforces our business...have or acquire a strong understanding of products and services , and fundamental business drivers of our… more