- Meta (New York, NY)
- **Summary:** Meta is seeking an ambitious, customer centric and relationship-obsessed Client Partner with a passion for strategic planning, operational rigor, and a ... track record of exemplary execution.The Client Partner for Meta's Global Business Group is a...consulting roles 8. 3+ years of experience as proven advisor influencing executives and clients 9. Bachelor's Degree 10.… more
- KeyBank (East Greenbush, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products. ... York 12061 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up… more
- Deloitte (New York, NY)
- …and consult on tax and technical issues. + Serve as a trusted advisor by managing client relationships, delivering consultative services, and consistently ... managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple… more
- KeyBank (Batavia, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products ... York 14020 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up… more
- SHI (Albany, NY)
- …client requirements, goals, and pain points. + Design and present tailored solution solutions , addressing business and technical needs. + Lead discovery ... and today we're proud to be a $16 billion global provider of IT solutions and services.** **Over 17,000 organizations worldwide rely on SHI's concierge approach to… more
- Citigroup (New York, NY)
- …An individual in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , ... Clients Group and offers a wide range of products and solutions , including investment strategies, banking and lending, trust and specialized services.The… more
- AON (New York, NY)
- …+ Drive utilization of all available technology throughout broking process and client service process + Replicate effective products/ solutions and develop ... + Drive utilization of all available technology throughout broking process and client service process + Replicate effective products/ solutions and develop… more
- B&H Photo (New York, NY)
- …trade shows. You'll also identify new business opportunities and deliver customized solutions designed to meet each client 's unique needs. Essential ... stakeholders in your vertical. + Serve as a trusted advisor , understanding each client 's specific goals, purchasing...regular in-person visits to clients to assess needs, present solutions and build a strong relationship . + Represent… more
- JPMorgan Chase (West Harrison, NY)
- Join our dynamic team and become a pivotal force in shaping the future of client engagement at JP Morgan Wealth Management. As a leader in our organization, you will ... drive key business initiatives, foster a culture of client obsession, and empower our Private Client ...time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements. +… more
- Oracle (Albany, NY)
- **Job Description** Are you motivated by building strong client relationships and solving complex challenges? Join Oracle Health as an Oracle Health Senior Support ... Do: + Serve as the primary contact and trusted advisor for all change and incident management at a...for all change and incident management at a key client site, building relationships grounded in transparency and trust.… more