- Citigroup (Plainview, NY)
- …excellent discovery and profiling skills. + Anticipate the complex financial 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 specialists,...needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High… more
- Citigroup (New York, NY)
- …excellent discovery and profiling skills. + Anticipate the complex financial 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 specialists,...and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High… more
- Citigroup (Queens, NY)
- …excellent discovery and profiling skills. + Anticipate the complex financial 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 specialists,...needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High… more
- JPMorgan Chase (New York, NY)
- At JP Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of ... our US Equity Active Core Group, you will oversee approximately $160 billion in client assets for institutions and team member investors worldwide. In this client… more
- Deloitte (New York, NY)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Anywhere Real Estate (Rochester, NY)
- …analytical expertise with project leadership to optimize processes, enhance client experience, and support organizational transformation. Key Responsibilities + ... funding models and implement systems that ensure compliance and accuracy. + ** Client Engagement:** Serve as the primary financial contact during onboarding and… more
- Danaher Corporation (Albany, NY)
- …laboratory's role in improving patient health for more than 90 years. Our diagnostic solutions are used in routine and complex clinical testing, and are used in ... with Sales Specialists, Health Systems Executives, Service, Finance, Marketing, and Client Services, you will ensure seamless execution and sustained customer… more
- HUB International (New York, NY)
- …Groups. This role is responsible for generating new business, deepening client relationships, and delivering specialized risk management solutions tailored ... goals. ** Client Relationship Management** + Serve as a trusted advisor to physician practice clients, understanding their operating model, regulatory landscape,… more
- Capital One (New York, NY)
- …financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. This TMC will ... team will work to identify ways to improve the client experience and enhance Capital One's brand in the...One's brand in the marketplace. Seen as a trusted advisor , the TMC works closely with government clients to… more
- JPMorgan Chase (New York, NY)
- …for Latin America Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth ... position where you will lead the charge in analyzing client performance, preparing impactful business reviews, and coordinating key...within our team, you will act as a trusted advisor and counterweight to Business Heads. You will identify,… more