- 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
- 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 ... drawing upon industry and client connections as well as trends and Guidehouse solutions . As you sell and deliver great work you will also identify and evaluate… 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
- JPMorgan Chase (New York, NY)
- …Leader to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and billing + Manage ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Services industry, Raymond James is seeking a dynamic Registered 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
- IBM (Buffalo, 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). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
- JPMorgan Chase (New York, NY)
- …design and implementation of innovative technology solutions to enhance the client and advisor experience. **Job Description** Estate planning advice is a ... Wealth Management delivers industry-leading investment management and private banking solutions . Wealth Management helps individuals, families and foundations take a… more
- JPMorgan Chase (New York, NY)
- …+ Provide comprehensive guidance to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and ... and maintaining our products, while providing them with best in industry platforms, solutions , and advice. The team engages and supports Advisors to provide product… more
- IBM (Denver, NY)
- …team. A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- KeyBank (Sodus, NY)
- …and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client 's financial wellness, both in person and ... + Strong communication, trust-building, and relationship management skills to foster strong advisor - client relationships. + Ability to gain market insight and… more