- Publicis Groupe (New York, NY)
- …evolve for a more digital future. **Responsibilities** + Act as a trusted advisor to clients by leveraging cloud/big data for customer acquisition and engagement as ... solve complex business issues that translate into data integration and database systems designs + Shape opportunities and create execution approaches throughout the… more
- World Wide Technology (New York, NY)
- …Will You Be Doing?** + Interacting with clients and prospects to gain trusted advisor status in the context of WWT's portfolio and business value + Creating plans ... Care, Onsite Health Centers, Employee Assistance Program, Wellness program + Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching,… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to… more
- CUNY (New York, NY)
- …administrative functions in consultation with the Principal Investigator/Faculty Advisor , while providing basic program information, registration instructions, and ... staff, under the oversight and supervision of the PI/faculty advisor + Help identify best office practices for the...program's fiscal plans + Create and maintain course management system with all pertinent course and online learning materials… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to clients who ... requires a broad and comprehensive understanding of the different systems , theories and practices relevant to a function as...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to… more
- Principal Financial Group (Albany, NY)
- …core conferencing infrastructure (audio/video/co-browsing) and integrate with CRM and planning systems . + Guide UI development for seamless client- advisor ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Danaher Corporation (Albany, NY)
- …C-suite executives and key stakeholders within assigned accounts, including IDNs and Health Systems . Act as a trusted advisor , leveraging relationships to drive ... accounts and understand how Beckman Coulter Diagnostics solutions can impact their financial objectives. Collaborate with the Health Systems Executive to align… more
- Excellus BlueCross BlueShield (Buffalo, NY)
- …account handling. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, ... financial impacts, member experience, and industry trends. The incumbent...and assist with retention activities as a trusted Labor Advisor . For Ancillary Accounts: positions in this area are… more
- Tompkins Community Bank (Ithaca, NY)
- …accounts; deposits/disbursements; account status changes; account notes in the CRM system . + Perform administrative tasks including sorting and distributing mail; ... Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. + Execute… more