- Bank of America (East Setauket, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... * Recommends banking and investments strategies that align with client financial goals and needs * Triages client...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Citigroup (Getzville, NY)
- The Client organization is dedicated to empowering our clients' growth by deeply understanding and anticipating their needs and by harnessing the full power of Citi. ... The organization takes a firmwide view of our client strategy, segmentation and coverage model to ensure every...stakeholders to drive control assessment and testing's success in support of the business's strategy. + Appropriately assesses risk… more
- Publicis Groupe (New York, NY)
- …in the agency, with significant experience in managing internal teams, building strong client partnerships and delivering excellent work. They have a 'no task too ... that are required for the whole team to succeed. ** Client Partnership** * Building relationships with clients based on...the project management of the account, guiding the account manager and partnering with other departments to ensure smooth… more
- Publicis Groupe (New York, NY)
- …Account Supervisor to join our team to help lead a financial services/insurance client . At LePub, members of the account management department are expected to be ... in the agency, with significant experience in leading internal teams, building strong client partnerships and delivering excellent work. They have a 'no task too… more
- Bank of America (Brooklyn, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages client...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- MUFG (New York, NY)
- …the globe, we're 120,000 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...and 6. Restaurant Franchise & Hospitality. This individual will support 1,2 Treasury Relationship Managers and their portfolios, to… more
- TD Bank (New York, NY)
- …and in-depth company and industry research. + Draft external marketing materials and client pitch presentations. + Support in the execution of M&A transactions. ... clients as they evaluate and execute on strategic opportunities. Our client -first, solutions-oriented, and product agnostic approach drives high quality transaction… more
- Bank of America (Rochester, NY)
- …Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools… more
- MUFG (New York, NY)
- …the globe, we're 120,000 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...communication with assigned customers, if needed by RM (relationship manager ). + Coordinate and communicate critical account information to… more
- Grant Thornton (Melville, NY)
- …finance, sales, operations, and human capital management and information technology to support the client 's business strategy and operational plans. + Assist ... Technology Modernization - Strategy Manager As a Technology Modernization Strategy Manager...strategic technology advisory services to address business needs throughout client organizations for the Technology Modernization Practice - all… more