- Paychex (West Henrietta, NY)
- …payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With ... through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support high… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing...calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics… more
- JPMorgan Chase (New York, NY)
- …business performances by promoting key initiatives and acting as a trusted advisor to Business/Group Heads. You will be responsible for identifying, escalating, and ... Experience segment. **Job responsibilities** + **Act as a Trusted Advisor ** : Serve as a key advisor ...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Bank of America (New York, NY)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital ... solutions and enterprise capabilities. Additionally, the MCRM serves as...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...access to global markets, and delivering integrated transaction banking solutions . In 2023, we acquired Cowen Inc., offering our… more
- Citigroup (Queens, NY)
- …of these managers, working in close collaboration with an independent external advisor to ensure optimal performance and adherence to investment mandates. This ... to partner effectively across various internal teams to proactively identify solutions to complex business inquiries, ensure timely resolution, and independently… more
- CBRE (New York, NY)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... Management & Development: * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship with the client *… more
- Bank of America (Flushing, NY)
- …of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... guidance on industry trends, enterprise cloud transformation, and innovative cloud solutions . You will be responsible sales support, ensuring alignment to customer… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …benefits, investment advisory and retirement plan services, and payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client Advisor ... World's Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying,… more
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