- M&T Bank (New York, NY)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- World Insurance Associates, LLC. (Slingerlands, NY)
- … solutions and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + Obtains ... advisory and retirement plan services, and payroll & HR solutions . Position Summary The Senior Client Manager...& HR solutions . Position Summary The Senior Client Manager independently serves as the primary service contact… more
- JPMorgan Chase (New York, NY)
- …in crafting solutions that simplify complex financial journeys, strengthen client - advisor relationships, and deliver measurable impact. If you are passionate ... innovative Experience Design Vice President to lead the evolution of our US client -facing authenticated digital experience. In this influential role, you will be at… more
- World Insurance Associates, LLC. (Syosset, NY)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... employee benefits, financial and retirement services, and human capital management solutions . Position Summary The WORLD Internship Program is a 10-week program… more
- Paychex (West Henrietta, NY)
- …service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure. + Develops and maintains ... payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With… more
- Kestra Financial (Wappingers Falls, NY)
- …of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, ... five days per week. Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service, asset allocation, case… more
- JPMorgan Chase (New York, NY)
- …consumer partners to deliver a full suite of solutions for every client . The Practice Management and Advisor Development team is responsible for delivering ... onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately...goals, and appropriately utilizing tools and technology to improve client experience. The Practice Management and Advisor … more
- Bank of America (New York, NY)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- HNTB (New York, NY)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With… more
- HNTB (New York, NY)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... us. For over a century, we have been delivering solutions for some of the most significant and complex...engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level… more