- KeyBank (Penfield, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client… more
- World Insurance Associates, LLC. (Rochester, NY)
- …challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's ...solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and… more
- Citigroup (New York, NY)
- …65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- HUB International (New York, NY)
- …a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and ... protect what matters most. HUB continues to grow our Private Equity and M&A Advisory Practice and is looking...project management and due diligence support on proposed HUB client acquisitions. This is an ideal role for a… more
- City National Bank (New York, NY)
- …to ensure a smooth and seamless on-boarding process. * Manage relationships with the Private Banker and client team in planning, delivery and regular review with ... and objectives of the clients. * Work with the Private Banker and rest of Client Team...suggestions and demonstrate- productive collaboration with the team of Private Bankers supported and with Line of… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Client Relationship Executive (CRE) to join the team in New York, NY. The Client Relationship Executive (CRE) initiates, qualifies ... for generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals. The CRE,… more
- AON (New York, NY)
- …and effective solutions as part of a global team delivering M&A services to Private Equity and Corporate clients. As a risk & insurance due diligence consultant, you ... complexity. + Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to develop… more
- KeyBank (Amherst, NY)
- …communication with the lending staff and partners supported by the IPG/CDLI/IRE/HC teams. Client segment focus is local and regional private developers and some ... communication with the lending staff and partners supported by the IPG/CDLI/IRE/HC teams. Client segment focus is local and regional private developers and some… more
- Axis (New York, NY)
- …limit structure, retention, pricing and endorsements within authority granted. + Manage personal book of business regarding new lines , renewals and cross ... AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our...insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted… more