- Raymond James Financial, Inc. (New York, NY)
- …objectives. Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides ... level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the… more
- Raymond James Financial, Inc. (New York, NY)
- …of expertise. Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides ... conferences, and reading specialist media. Skills: Works independently and provides guidance and training to others on analyzing data trends for use in reports to… more
- Paychex (Queens County, NY)
- …to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a ... Paychex solution to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and… more
- Paychex (Manhattan, NY)
- …to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a ... Paychex solution to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and… more
- Ankura (NY)
- …may affect business operations and communicate updates to clients. + Client and Colleague Interaction: Provide exceptional customer service to clients, addressing ... meetings with clients to discuss filing needs, address concerns, and ensure client satisfaction. + Status Transparency: Maintain transparency regarding the status of… more
- Janus Henderson Investors (New York, NY)
- …the JHI proposition in a coherent and persuasive manner to the target client base, increasing brand awareness, sales and profitability across the region. + Take ... and Distribution agreements/partners in US Offshore, build the JHI brand through direct client calling, appropriate marketing and face to face meetings + Manage a… more
- Deloitte (New York, NY)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: As a ... assessments of corporate documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates, on Legal Entity… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... synergy stories. + Engage with clients through calls, discussions, client visits with senior members of the team. +...Finance, Business or Accounting preferred or equivalent education and training + Licenses / Certifications / Registrations - SIE,… more
- Raymond James Financial, Inc. (New York, NY)
- …designated investments to identify trends and conditions. The ideal candidate is client -service oriented, detail-oriented, and one who thrives in a team-driven and ... recommendation. + Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from… more
- Chemung Canal Trust Company (Elmira, NY)
- …declination of application. + Addresses all inconsistencies with loan officer and client , if appropriate; Consults with proper sources to resolve questions. + Tracks ... file is clear to close, prepares preliminary Closing Disclosures and distributes to client ; Notifies attorney that the loan is clear to close; Schedules loan… more