- KeyBank (Tarrytown, NY)
- …is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a ... insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility...+ Internet and print media to research planning issues ** TRAINING REQUIRED** + On the job and as required… more
- Fedcap (New York, NY)
- …IRS-approved software (Tax Slayer), along with the information provided by the client , and by asking follow-up questions, completes accurate quality review of the ... final return with the client as required by the rules of the VITA...and Learn and attend in-person TaxSlayer tax preparation software training provided by Single Stop. + Have at least… more
- Schwarzman Animal Medical Center (New York, NY)
- DEPARTMENT: Client Services Reports to: LVT Senior Director of Medical Services The Administrative Director of Client Services & Clinics is a veterinary ... professional responsible for overseeing the complete client experience within the hospital - from first contact to discharge. This includes leadership of client … more
- Guidehouse (New York, NY)
- …monitoring solutions. In this role you will be accountable for growing and managing client relationships while managing client expectations. You will become the ... client 's trusted advisor that contributes to the "key client " business development strategy. You will be accountable to develop business with new buyers within… more
- GMHC (New York, NY)
- …Program Administration and Compliance + Maintain accurate and timely records of client services, legal outcomes, and progress notes using internal databases and ... dashboards. + Ensure all client documentation meets funder and audit requirements and support internal data quality and validation efforts. + Assist with preparing… more
- CBRE (New York, NY)
- …structure complex renewable energy transactions, develop financial models, and support client engagements across M&A, tax equity, capital markets offerings, and PPA ... PPA economics; conduct sensitivity analyses and scenario planning to inform client recommendations. + **Transaction Support** : Support structuring and execution of… 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 ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... that provides dedicated brokerage services to UHNW Private Bank clients. Initial client /prospect engagement and introduction is initiated by the Private Bank and… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... dedicated Capital Markets coverage to Merrill clients who have specific transactional needs. Client engagement and coverage by the desk is initiated by the Merrill… more
- Norstella (Albany, NY)
- …RWD Engagement Manager, you will lead the day to day execution of a client project to help clients achieve their goals. You'll work directly with clients and ... skills and strong interpersonal and communication skills will ensure successful client projects and team performance. Project work typically includes understanding … more