- Bank of America (New York, NY)
- …building business cases, securing, and executing technology projects to optimize client / advisor experience * Delivering exception client / advisor ... Annuity Product is responsible for driving responsible growth, optimizing the client experience, innovating with an operational excellence mindset, and delivering… more
- Publicis Groupe (New York, NY)
- …+ Hands on integrated production experience across channels + Account team leader/senior client advisor + Project management expert + Experience in a supervisory ... growing team. This critical account role is a key client partner leading a variety of workstreams and will...strategic problem solver. + A problem solver that is solutions oriented and gets excited by big problems and… more
- APTIM (New York, NY)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... EHS platforms (eg, Cority, Enablon, Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing… more
- Publicis Groupe (New York, NY)
- …**Qualifications** + 8 years of account management experience + Account team leader/senior client advisor + Project management expert + Experience in a ... growing team. This critical account role is a key client partner leading a variety of workstreams and will...the ability to motivate and guide others + Proactive, solution -oriented, strategic thinker + Enthusiastic collaborator who enjoys working… more
- JPMorgan Chase (New York, NY)
- …digital products and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial ... innovate while adhering to the firm's data sharing principles of security, client control and convenience, and privacy. **About the Role** As the Experience… more
- IBM (New York, NY)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... business requirements. Conduct gap analyses between delivered functionality and client needs, recommending effective and scalable solutions . Design, configure,… more
- KeyBank (Tarrytown, NY)
- …advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new ... and related areas, including alternative investments and third party solutions , while also participating on or contributing to various...client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other… more
- JPMorgan Chase (New York, NY)
- … + Develop detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such ... of detailed operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office)… more
- Guidehouse (New York, NY)
- … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... their strategic intent through nuanced and bespoke program monitoring solutions . In this role you will be accountable for...client connections as well as trends and Guidehouse solutions . As you sell and deliver great work you… more
- Raymond James Financial, Inc. (Buffalo, NY)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more