- Wells Fargo (New York, NY)
- …clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. The successful candidate will: + Advise experienced ... levels of professionals and managers companywide and serve as a skilled advisor to leadership **Required Qualifications:** + 5+ years of Securities Sales experience,… more
- Bank of America (Garden City, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are...preferred **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral… more
- Anywhere Real Estate (New York, NY)
- …the day, getting their attention and igniting their interest. + Relationship builder, comfortable starting conversations with agents, engaging with them and ... on every call; celebrating victories, moving past defeats. + Customer focused, listening to and respecting the needs of...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Philips (Latham, NY)
- …net new business opportunities within your territory. + Being the Trusted Advisor within your targeted key accounts by providing insights on industry trends, ... for this Sales position. + You're an outstanding communicator, have strong customer follow-up and a demonstrated aptitude for selling diverse IT portfolio solutions.… more
- American Express (New York, NY)
- …financial insights clearly to a broad range of audiences + Skilled at customer and partner relationship management; able to influence leadership decisions + ... managers and analysts across multiple markets. They will work closely as a consultative advisor to senior partners within the G&L business in ensuring that there is… more
- Guardian Life (New York, NY)
- …and "how" we demonstrate our values and behaviors while focusing on the customer . We do this through leveraging a series of core capabilities, which includes ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...skills, both written and verbal, as well as strong relationship building skills. + Ability to work in a… more
- CoStar Realty Information, Inc. (NY)
- …for commercial real estate lenders and financial institutions. + **Client Relationship Management:** Build and maintain strong, long-term relationships with CRE ... estate lending space to position yourself as a trusted advisor . + **Sales Execution:** Own the full sales cycle-from...are eager to learn from customers and colleagues. + ** Customer -Centric:** Provide valuable insights and take ownership of client… more
- Bank of America (New York, NY)
- …the origination processes, drive scale of product utilization and improving the advisor experience. **Qualifications:** + 2-5 years of prior experience working in ... and/or CFA are desirable but not required. **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Forecasting and Modeling + Financial Management… more
- Bank of America (New York, NY)
- …Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral Management + ... **Job Responsibilities:** + Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value… more
- Highmark Health (Albany, NY)
- …professional representation of the company. **ESSENTIAL RESPONSIBILITIES** + Matrixed working relationship with Risk Operations and Strategic Risk Partner to define ... compliance expectations. + Acts as a thought partner and advisor to business leaders to ensure business decisions are...access to covered information, cardholder data, or other confidential customer information that must be protected at all times.… more