- American Express (New York, NY)
- …adoption & engagement, performance analysis, developing advocacy, and becoming a trusted advisor . Nurturing the key partnerships that we have in these cities is ... and effective manner + Act as a client-facing trusted advisor + Ensure restaurant stakeholder org chart identified &...means caring for you and your loved ones' physical, financial , and mental health, as well as providing the… more
- Fiserv (Albany, NY)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... deliver differentiated customer value and serve as a strategic advisor to your clients. **What you will do:** +...with a growing offering of physical, mental, emotional, and financial benefits from day one. + Maintain a healthy… more
- American Express (New York, NY)
- …driving product adoption & engagement, developing advocacy, and becoming a trusted advisor . Nurturing the key restaurant partners that we have in these cities ... proactive and predictive account management: Be a restaurant-facing trusted advisor + Nurture advocacy with our restaurant partners and...means caring for you and your loved ones' physical, financial , and mental health, as well as providing the… more
- Compass Group, North America (New York, NY)
- …results to achieve annual key performance indicators. This role serves as a financial advisor and business partner to their operational counterparts across a ... global portfolio. **Key Responsibilities:** + Support the financial planning and analysis function for the region, including...benefits.** + Medical + Dental + Vision + Life Insurance / AD + Disability Insurance + Retirement… more
- KeyBank (Chatham, NY)
- …Street - Chatham, New York 12037 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial … more
- Eliassen Group (Albany, NY)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... and Vision benefits, 401k with company matching, and life insurance ._ Rate: $80 - $90 / hr. w2 **Responsibilities:**...+ Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....of proven client service/support or related experience in the financial services industry. + An undergraduate degree and Series… more
- Guardian Life (New York, NY)
- …helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL … more
- Wells Fargo (New York, NY)
- …provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of ... meet clients' unique needs and to help them achieve financial goals. WIM provides financial products and...but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and… more