- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... trends and evolving telco priorities + Customer/Partner Engagement - Serve as trusted advisor to AI specialists and stakeholders in 5G use cases + Lead hands… more
- JPMorgan Chase (New York, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... a global leader in investment management and private banking solutions , managing client assets worth $4 trillion. As a...you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing… more
- JPMorgan Chase (New York, NY)
- …client service and make your mark by delivering high-quality support and innovative financial solutions . As a Client Associate within the JPMorgan Advisors team, ... suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients… more
- Citigroup (Getzville, NY)
- …teams and departments on varying matters, define problems, develop innovative solutions , streamline processes and lead change-the-bank settlement projects + Closely ... by presenting data and analyzing validates to develop added solutions and oversee the integrity of process, operations and...clients and internal operations groups + Serve as an advisor and coach to new or junior level staff… more
- JPMorgan Chase (Fayetteville, NY)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in ... members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Bank of America (Melville, NY)
- …**Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. ... serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating...and Merchant Services in order to design and deliver financial solutions to clients and prospects +… more
- KeyBank (Tarrytown, NY)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- Citigroup (New York, NY)
- …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Huntington, NY)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Hewlett, NY)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more