- KeyBank (Tarrytown, NY)
- …on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with ... effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing… more
- JPMorgan Chase (Brooklyn, NY)
- …Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client ... the regulatory, legal, and risk management frameworks unique to these client segments. **Job responsibilities** + Build collaborative internal and external… more
- BMO Financial Group (New York, NY)
- …platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. Key Responsibilities: + ... pitch books for clients with respect to financial solutions and participates in client presentations + Monitors client , client industry, and regulatory… more
- Citigroup (New York, NY)
- …Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, ... on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals to… more
- Acxiom (Albany, NY)
- …Team, combining deep industry expertise and compelling strategies to shape each client 's path to growth. By interpreting market signals, regulatory changes, and ... evolving consumer trends, they uncover white-space opportunities that address client needs and deliver measurable impact. As a centralized point of contact for our… more
- Citigroup (New York, NY)
- …Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- 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