- US Bank (New York, NY)
- …for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with ... client discovery and work with wealth management specialists to...multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on… more
- Vaco (New York, NY)
- …company in America every year since 2007! **A Day in the Life** Your CFO client just called. Her accounting department could really use help prepping for an upcoming ... entering the market, etc ) + Establish and conduct client visits according to activity goals. + Actively develop...strong customer relationships and delivering customer‐centric solutions. + Instills Trust ‐gaining the confidence and trust of… more
- WTW (Buffalo, NY)
- …existing, relationships. + Review and evaluate information and analytics to assess and evaluate client risks to support the placement of client risks in the ... Provide coverage and program design advice and expertise to client ; perform needs and gap analysis to make recommendations...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- WTW (New York, NY)
- …or underwriting, one who is ready to take on increased responsibility and client ownership. This role requires a high level of organization, accuracy, and ... coverage comparisons, and negotiating with underwriters. + Maintaining strong client and internal network relationships by: + delivering high-quality...Pension Plan and Savings Plan (401k). At WTW, we trust you to know your work and the people,… more
- LinkedIn (New York, NY)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... is currently residing. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our… more
- IBM (New York, NY)
- …Your primary responsibilities will include, but not be limited to: * Understanding Client 's Data and AI Challenges and Building Trust : Understand clients' ... closely with customers, product managers, and development teams to understand client business requirements and implement AI solutions that address complex business… more
- Banfield Pet Hospital (Pelham, NY)
- …consistent care aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area Chief of Staff ... care aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care. ESSENTIAL RESPONSIBILITIES + Live… more
- JPMorgan Chase (New York, NY)
- …to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a team that values ... your own expertise. In this nine-week internship program, you will focus on client engagement and new business generation. The program begins with a five-day… more
- Raymond James Financial, Inc. (Clarence, NY)
- …of operational support activities (shipping, mail, etc.). + Schedules and coordinates client meetings and appointments, update scheduling spreadsheet. + Handles all ... client deposits to RJ accounts so they are credited...up COI lunches- for professional partners + Scanning documents ( trust documents, death certs, marriage certs, DL- help loading… more
- Leap (NY)
- …of community events and networking opportunities to drive store traffic, client engagement, and brand awareness. You'll also partner with neighboring stores ... with a passion for delivering exceptional customer experiences and cultivating long-term client relationships. + Strong business acumen with the ability to interpret… more