- Deloitte (Jericho, NY)
- …the SAP Offering in a variety of ways, including: + Client Service : Advise clients on leading practices and technology/industry trends, build lasting relationships, ... their career objectives. Actively participate in onboarding activities. Provide leadership and support for staff on projects and in local offices. + Business… more
- JPMorgan Chase (Brooklyn, NY)
- …role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their ... Results - Individually and as a Team + Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages… more
- JPMorgan Chase (New York, NY)
- …driving strategic growth, leading fiduciary responsibilities, and delivering exceptional client service across our innovative Real Estate and Real Assets strategies. ... Collaborating closely with JP Morgan's Client Advisor and Consultant Advisor teams, portfolio managers, and investment teams, you will identify and evaluate real… more
- JPMorgan Chase (New York, NY)
- …carry out the firm's fiduciary duties and to provide superior client service . + Ability to partner with client's other advisors (attorney, accountant); highly ... respected by external professional advisor community. + Develop, retain and deepen trust account...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- The Cigna Group (New York, NY)
- …products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges ... + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other key stakeholders.… more
- Neuberger Berman (New York, NY)
- …of the Client Associate (CA) is to partner with the Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment products through ... a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income,...setting up sales appointments, and following up on client service + Act as a resource to advisors by… more
- Binghamton University (Binghamton, NY)
- …Professional Posted On: Mon May 12 2025 Job Description: Budget Title: Academic Advisor (SL-3) Salary: $55,500 - $60,000 The Educational Opportunity Program (EOP) at ... and lifelong success. The EOP Counselor serves as a key advocate and advisor , providing direct services to a caseload of undergraduate student leaders on their… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- Deloitte (Rochester, NY)
- …the SAP Offering in a variety of ways, including: + Client Service : Advise clients on leading practices and technology/industry trends, build lasting relationships, ... their career objectives. Actively participate in onboarding activities. Provide leadership and support for staff on projects and in local offices. + Business… more
- Deloitte (Williamsville, NY)
- …the SAP Offering in a variety of ways, including: + Client Service : Advise clients on leading practices and technology/industry trends, build lasting relationships, ... their career objectives. Actively participate in onboarding activities. Provide leadership and support for staff on projects and in local offices. + Business… more