- TD Bank (Brooklyn, NY)
- …by anticipating client needs and suggesting the most appropriate Wealth solutions . Maximizes profitability, while ensuring the client receives an exceptional ... planners who will be providing financial planning guidance & selling investment management solutions . A FA will need to leverage their experience to service the… more
- JPMorgan Chase (Rochester, NY)
- …optimization solutions . + Build and maintain professional relationships, anticipating client needs with personalized support. + Analyze and interpret client ... Elevate your career in travel and account management by cultivating strong client relationships and delivering exceptional service. As a Travel Account Manager I in… more
- WTW (New York, NY)
- …with a focus on M&A engagements + Serve as a lead member of client delivery team and deliver high-quality consulting solutions + Maintain first-hand knowledge ... **Description** WTW has an enterprise-wide, global service offering with " client ready" teams of experienced Mergers & Acquisition (M&A) practitioners. Our goal is… more
- EXOS (New York, NY)
- …a culture of excellence and growth. In this management role, you'll oversee client programs, guide and support staff, and drive program innovation using Exos' ... cutting-edge methodology. If you're passionate about leadership in coaching, committed to client success, and ready to make a lasting impact, we want to hear from… more
- KeyBank (Tarrytown, NY)
- …management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role ... is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a… more
- City National Bank (New York, NY)
- …as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure… more
- Prestige Employee Administrators (Melville, NY)
- …the technical infrastructure and systems that power our entire go-to-market and client -facing organizations. This role is the primary bridge between our company's ... that Salesforce is the central hub for our entire client lifecycle. You will be responsible for designing, building,...will be responsible for designing, building, and maintaining scalable solutions that support not only a complex sales cycle… more
- Publicis Groupe (New York, NY)
- …teams, ensuring successful implementation and activation of digital media campaigns. Ensuring client happiness and dedication is key in achieving client goals ... including but not limited to, ad operations, analytics, and client services. A top candidate would want this job...Ability to learn quickly and think strategically to provide solutions . **Why You Might Stand Out From Other Talent**… more
- AON (New York, NY)
- …Aon processes that serve clients. You are responsible for helping manage client relationships, for the internal processes and communication that contribute to the ... to have the ability to maintain relationships between the Client , the Account Executive and the Brokers. Job Responsibilities:...on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...advisory relationships where you bring both insights and tangible solutions to both pre-IPO and public technology companies. +… more