- Guidehouse (New York, NY)
- …**Travel Required** **:** Up to 10% **Clearance Required** **:** Ability to Obtain Public Trust **About our AI and Data Capability Team** Our consultants on the AI ... critical insights and data-driven decision making, reduce cost and complexity, increase trust , and improve operational effectiveness. **What You Will Do** **:** +… more
- Robert Half Finance & Accounting (Ithaca, NY)
- …a Tax Accountant with 5 or more years of experience preparing and reviewing corporate , individual, partnership, and trust and estate income tax returns to join ... + Minimum of 5 years of relevant experience + Trust & Estate experience + Foreign Tax experience +...to research complex tax issues + Excellent communication and client management skills + Creative problem-solving abilities and independent… more
- AON (New York, NY)
- …of experience working as a human capital or health & welfare consultant, corporate benefits manager , or underwriter Education: + Bachelor's degree in related ... the world. As an organization, we are united through trust as one inclusive team and we are passionate...as a human capital or health & welfare consultant, corporate benefits manager , or underwriter Education: +… more
- KeyBank (Tarrytown, NY)
- …a Relationship Manager to ensure that a complete and positive client experience is achieved and maintained. + Responsible for retaining and deepening the ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW)...whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the… more
- BMO Financial Group (New York, NY)
- …within the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in cash management, corporate cards, and liquidity. ... data-driven decision-making. ** Client & Relationship Management** + Deliver high-quality client experiences that build trust and loyalty. + Lead strategic… more
- Bank of America (New York, NY)
- …skills + Proven business development and relationship management skills with a corporate client set. + Excellent critical/strategic thinking and problem ... product penetration across an assigned portfolio and partnering closely with client -facing teammates to consult on sales opportunities. Job expectations include… 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 ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
- AON (Plainview, NY)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and ... monthly Travel revenue, premium and other financial reporting tasks to ensure all corporate deadlines are met. + Ability to prepare various monthly journal entries… more
- City National Bank (New York, NY)
- …and advice; banking, credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop business ... created and are implemented by conducting on-going meetings with Client Managers and Private Bankers * Managing ongoing measurement,...in a timely manner to staff. Leadership * Create trust and demonstrates integrity. * Lead courageously. * Has… more
- Oracle (Albany, NY)
- …Management, Worklist Manager , and Radiology PACS. You will guide the client and colleagues in identifying and executing the necessary changes required to achieve ... and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take appropriate action to prevent… more