- Fedcap (Long Island City, NY)
- …multiple priorities effectively. + Customer-focused with strong interpersonal skills to build trust and rapport with external partners. Ideal Candidate: This role is ... ideal for someone who thrives in outreach and relationship-building, enjoys connecting with diverse industries, and has a passion for creating opportunities that bridge education and employment. The Fedcap Group provides equal employment opportunities to all… more
- M&T Bank (Hauppauge, NY)
- …firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives ... to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell the full array of… more
- Raymond James Financial, Inc. (New York, NY)
- …branch exam program + Building strong relationships based on mutual respect, trust , and understanding + Establishing credibility with others, presenting oneself with ... confidence, and holding one's ground when faced with pushback + Delivering difficult messages with sensitivity, tact, and diplomacy + Proactive identification of emerging risk areas and/or adverse trends and escalations of same to exam management for… more
- Publicis Groupe (New York, NY)
- …and foster a culture of connection and belonging. + **Empower with accountability.** We trust each other to own and deliver on common goals. **Because You Matter** ... As an Epsilon employee, you deserve perks and benefits that put you, your family and your finances first. Our benefits encompass a wide range of offerings, including but not limited to the following: + **Time to Recharge:** Flexible time off (FTO), 15 paid… more
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- JPMorgan Chase (Rochester, NY)
- …with client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account ... families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death through… more
- IBM (New York, NY)
- …* Automation Market Expertise: Demonstrating expertise in the Automation market and establishing trust as a valued advisor for clients (training on IBM's ... work closely with clients to develop relationships, understand their needs, earn their trust and show them how IBM's industry leading solutions will solve their… more
- Coinbase (Albany, NY)
- …connection, and alignment. Attendance is expected and fully supported. As a dedicated Trust & Safety Consumer Analyst, you will be responsible for proactive consumer ... and identity products. You will serve as a key advisor to the business on matters involving customer security...job requirements):* You have 4+ years of experience in Trust & Safety, Risk Management, Fraud Prevention, or a… more
- City of New York (New York, NY)
- …of robust safety net programs. One such program is the Supplemental Needs Trust (SNT) Program, which is responsible for the oversight of exception trusts that ... to function as Director of the SNT Program will: - Serve as a legal advisor on complex and significant issues/cases and recommends on questions of law, fact, and… more
- Quantexa (New York, NY)
- …to shape the opportunity strategy, qualify deals and influence account planning. + Cultivate trust as the go-to advisor to clients, big and small, crafting ... for our solutions and technology in the region, forging trust with executives through relatable dialogue. In the Quantexa...and deep knowledge of the banking ecosystem and establish trust and rapport with prospects. + Command robust knowledge… more
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