- JPMorgan Chase (New York, NY)
- …helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions . **Job Responsibilities** + ... Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to individuals + In depth experience and/or knowledge of hedge funds,… more
- JPMorgan Chase (New York, NY)
- The Global Specialist Sales team is comprised of individual sector specialists who are client -facing and an integral part of the trading floor. The specialist is a ... closely with Research to commercialize research calls * Preparing daily market commentary * Client calls and meetings on the sector * Working with banking on IPO… more
- Zoom (New York, NY)
- …the company's success. With a focus on delivering cutting- edge communication solutions for clients across all sectors, the team passionately engages with clients. ... leveraging business from various leads + Creating, delivering, and managing client demos/ presentations, quotes/ proposals, and Quarterly Business Reviews (QBRs) +… more
- Mizuho Corporate Bank (New York, NY)
- …corporate bank dedicated to delivering innovative capital markets and advisory solutions to corporations, institutional investors and private equity clients. Our ... + Assist with communications amongst management and banking division. + Administer client data in salesforce database (OneBanker and BoardEx) + Participate in… more
- Wolters Kluwer (Albany, NY)
- …service and product terms with customers + Report suggestions to and develop solutions with sales, order processing, and customer support team + Handle add-on sales ... management (CRM) system Salesforce to process, track, and organize client information. **QUALIFICATIONS** **Education:** Bachelor's Degree or equivalent relevant… more
- HUB International (Melville, NY)
- …750 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a ... + Assure proper disposition of items on expiration lists. + Review client contracts for insurance program compliance **Required Experience:** 7-10 years with mid… more
- JPMorgan Chase (New York, NY)
- …communication skills. + Independent problem-solving abilities. + Customer service/ client -facing experience. + Excellent relationship-building skills with the ability ... JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the… more
- Paychex (Rochester, NY)
- …payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With ... Strategic Account relationships. Meets or exceeds sales/revenue objectives through new client growth or increased revenue from existing clients within newly… more
- Acosta Group (New York, NY)
- …to ensure a high standard of execution + Develops and guides the creation of executive summary and insights reports for both client and internal team. Ensures ... and training team from planning, execution to measurement. As a Junior Account Manager, Client Services, you will be a central position on the team, responsible for… more
- Meta (New York, NY)
- …click "Apply to Job" online on this web page. **Required Skills:** Client Solutions Specialist, Health Responsibilities: 1. Responsible for partnering with ... with company priorities 11. 5. Leading projects and managing complex executive client relationships, including public speaking engagements, quarterly business… more