- 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
- 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
- IBM (New York, NY)
- …Strategy Design: Creating client strategies for Data & AI infrastructure. * Solution Definition: Defining IBM Data & AI solutions that enhance technology ... their ability to understand their data. It means providing solutions that enable people across organizations, in multiple roles,...Data & AI market to quickly become a trusted client advisor (training on IBM's Data &… 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
- Fortress Brand (New York, NY)
- …Stay current with market trends and emerging opportunities to drive innovative brand solutions . + Client Collaboration: + Engage closely with clients to ... client relationships as a strategic partner and trusted advisor . + Ensure that brand strategies not only meet...& Storytelling: + Cultivate robust relationships as a strategic client partner and advisor to top-tier accounts… more