- JPMorgan Chase (New York, NY)
- …advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in ... you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... organization with a global network of brokers and specialists who empower individuals...payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to… more
- Citigroup (New York, NY)
- …objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across the global organization to drive ... Citi, the leading global bank, has approximately 200 million customer accounts...you'll be responsible for: . Driving Citi's position as advisor to key business and technical stakeholders through leading… more
- JPMorgan Chase (New York, NY)
- …manage their financial needs. You will spearhead strategic initiatives that enhance both client and advisor experiences, ensuring that our digital offerings are ... digital products and services specifically tailored for US clients, strengthening client - advisor relationships while reducing complexity in their financial… more
- Broadridge Financial Solutions (New York, NY)
- …using data to create service capability such as next best actions and advisor analytics. + Strong understanding of client reporting technology, marketplace, and ... with a dotted reporting line to the President of Global Asset Servicing based in the US, you will...will need to be a strong developer of people, client , and market centric and an exceptional communicator/influencer/collaborator. You… more
- Stantec (Rochester, NY)
- …ensure client satisfaction, with the ultimate mission of becoming our client 's trusted advisor . + Recruit the industry's top environmental professionals to ... NOAA, and State agencies. + Demonstrated capability as a client trusted advisor and ability to develop...with or without notice. About Stantec Stantec is a global leader in sustainable engineering, architecture, and environmental consulting.… more
- Scotiabank (New York, NY)
- …Officer - FinTech and Payment Service Providers, GTB - New York, NY** Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We ... operating models, their payment needs are evolving too. Boasting a unique global footprint, GTB's comprehensive suite of innovative banking solutions help our… more
- LiveRamp (New York, NY)
- …collaboration use cases-within organizations, between brands, and across its premier global network of top-quality partners.** **Hundreds of global innovators, ... ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate… more
- Capco, a Wipro Company (New York, NY)
- …with a fact-based approach leveraging deep insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor ... **About the Team:** Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients… more
- World Insurance Associates, LLC. (Buffalo, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... ("World") is a unique financial services organization with a global network of brokers and specialists who empower people.../ presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to… more