- WTW (New York, NY)
- …reflect the client 's broader business issues + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a...internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and… more
- JPMorgan Chase (New York, NY)
- …interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required ... operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. You will have… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- City National Bank (New York, NY)
- …for client presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client presentations ... *PORTFOLIO DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth… more
- Wells Fargo (New York, NY)
- …Visa sponsorship or Visa transfers for this role. Wells Fargo is seeking a Client Cyber Advisory Lead to drive strong client relationships and contribute ... internal Cyber Defender Program. This role is crucial for understanding client cybersecurity needs, guiding them through solution implementations, and providing… more
- Capgemini (New York, NY)
- …Track record of leading complex programs with cross-functional teams and managing senior client relationships. . Strategic understanding of industry trends such ... will play a key role in: . Serve as a trusted advisor to client executives, shaping strategic roadmaps for contact center modernization, service operating model… more
- OEC Group (Queens, NY)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful… more
- Broadridge Financial Solutions (New York, NY)
- …and client satisfaction. + Cultivate, expand, and sustain strategic, enterprise-wide client relationships, serving as a trusted advisor and ensuring high ... As BTCS accelerates its growth across the Americas, our Senior Director of Account Management will play a pivotal...a pivotal role in deepening relationships with our existing client base while driving new revenue opportunities. This is… more
- LinkedIn (New York, NY)
- …on select days, as determined by the business needs of the team. The Senior Customer Success Manager (CSM) partners closely with their assigned sales partners to ... drive business success with their LinkedIn investment. As a Sr . CSM you will be tasked with: +...and solutions. Responsibilities Include: + Act as a trusted advisor to the end users and their management to… more
- CBRE (New York, NY)
- …. * Acts as single point of contact for account related communication to and from the senior client * Act as team leader and be responsible for provision of all ... credibility and thought leadership, influencing business outcomes * Manages enterprise-wide client relationships at senior levels acting as an extension… more