- KeyBank (Copake, NY)
- …Route 7A - Copake, New York 12516 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... while managing multiple tasks (required) **Licenses and Certifications** + Notary License (preferred) **Tactical Skills** + Is knowledgeable about the client's… more
- KeyBank (Hudson, NY)
- …Avenue - Hudson, New York 12534 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... based applications and calculator (required) **Licenses and Certifications** + Notary License (preferred) **Skills** + Is knowledgeable about the client's accounts… more
- WTW (New York, NY)
- …preparing reports for distribution to the client and their legal advisor , negotiating with underwriters regarding coverage terms, conditions, and pricing, developing ... business practices. + Participates in continuing education to maintain license and industry credentials. **Qualifications** **The Requirements** + Insurance broker's… more
- Grant Thornton (Melville, NY)
- …state audits + Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal ... business and process improvement and serve as a business advisor to client + Other duties as assigned You...progressive tax compliance and/or tax consulting + Active CPA license , JD with active law license in… more
- CVS Health (Albany, NY)
- …with client goals and Aetna's business objectives. * Serve as a trusted advisor , providing market insights and consultative solutions tailored to client needs. * ... state. + Demonstrated examples of owning/ managing complex customer relationships. + Sales administration, support, reporting + Must be able to travel 10-30%… more
- KeyBank (Troy, NY)
- …Second Avenue - Troy, New York 12182 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As a ... and uses sound judgment with customers and transactions + Exhibits strong sales and service skills, presenting products and services while proactively educating… more
- Trustco Bank (Albany, NY)
- …processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines events and ... the supervisor and/or Trustco Bank's Board of Directors. + Executes purchases and sales to raise capital, invest any excess cash and rebalances accounts as… more
- Turner & Townsend (New York, NY)
- …objectives and regulatory requirements. The ideal candidate will bring deep expertise in sales & use tax, ERP systems, and construction-related tax issues, and will ... serve as a key advisor to senior leadership and cross-functional teams. **Key Responsibilities:...Oversee exemption certificate management, tax return reviews, and business license filings. + SOX control responsibilities may be part… more
- Wells Fargo (New York, NY)
- …geographically dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service offerings ... technology and non-tech initiatives. + Engage with Divisional CRG leaders and National Sales on all banking related initiatives. + Partner with WIM Head of Lending… more
- Guardian Life (New York, NY)
- …for the fiend and internal partners on the following functions + Advisor as PM: model creation, management, trading + Multi-Account/Strategy proposals and ... or more years of extensive industry experience + Securities license preferred (Series 7 or 6) + Knowledge of...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more