- Raymond James Financial, Inc. (Clarence, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money… more
- KeyBank (Poughquag, NY)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... York 12570 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in... financial wellness and achieve their goals. The Branch Manager… more
- JPMorgan Chase (New York, NY)
- …in Business Administration would be additive. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business related matters,… more
- Sprinklr (NY)
- …and efficient customer interactions. Sprinklr's unified platform provides powerful solutions for every customer-facing team - spanning social media management, ... and efficient customer interactions. Sprinklr's unified platform provides powerful solutions for every customer-facing team - spanning social media management,… more
- SUNY Schenectady County Community College (Schenectady, NY)
- …team to include recruitment, training, performance management, and professional development . + Establishes and maintains partnerships with local law enforcement ... to foster positive relationships and communications. + Oversees the development and implementation of emergency preparedness and response protocols, including… more
- Grifols Shared Services North America, Inc (Albany, NY)
- …customers. *Become a valued strategic partner as well as trusted advisor offering customer-centric solutions . Consistently demonstrate follow-through for the ... specialist) *Gather and provide customer insights to Marketing teams for development of integrated solutions at the regional/local/customer/account level. Share… more
- Grifols Shared Services North America, Inc (New York, NY)
- …customers. + Become a valued strategic partner as well as trusted advisor offering customer-centric solutions . Consistently demonstrate follow-through for the ... specialist) + Gather and provide customer insights to Marketing teams for development of integrated solutions at the regional/local/customer/account level. Share… more
- Oracle (Albany, NY)
- …matter expertise focusing on customer success in utilizing Oracle's solutions . Using Oracle's implementation approach and methodology, the Clinical Consultant ... An experienced clinical professional with a broad understanding of practices and solutions responsible for guiding customers through the change process required to… more
- Oracle (Albany, NY)
- …looking to hire innovative EPM consultants who can consistently and creatively identify solutions to address the needs of our clients for cloud applications. Key ... first" approach to everything we do. You will design solutions for what the client needs-scaled to their business-nothing...more, nothing less. You will work as a trusted advisor for the client, delivering with quality, and predictability.… more
- KeyBank (Tarrytown, NY)
- …ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or ... changes consistent with investment strategy. + Maintains deep expertise in financial markets and related areas, including alternative investments and third party… more