- KeyBank (Tarrytown, NY)
- …+ Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric approach + Demonstrated expert ... The Relationship Manager is at the center of this client promise acting as the primary client ...Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of… more
- NBT Bank (Syracuse, NY)
- …net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of ... relevant paperwork and required changes are complete. Responsible for client communications regarding investment portfolios including presentations/meetings with individuals… more
- AON (New York, NY)
- …+ Partner and collaborate with other business partners for growth, strategic direction, and client service . + Grow revenue and increase market share within the ... the world. As an organization, we are united through trust as one inclusive and we are passionate about...with other business partners for growth, strategic direction, and client service . + Grow revenue and increase… more
- AON (New York, NY)
- …point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are ... the world. As an organization, we are united through trust as one inclusive team and we are passionate... Client Services (ACS), coordinating activities of the client service team and ACS to ensure… more
- WTW (New York, NY)
- …to support client decisions + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Communicates complex ... quality deliverables on time and within budget + Strong client service orientation and ability to respond...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- WTW (New York, NY)
- …to deliver an excellent client experience + Drive alignment between producers, broking, client service ops and client teams to ensure approach to ... The CRB Northeast Region Leader is broadly responsible for growth, client relationships, community building and brand-building (internal and external). Responsible… more
- AON (New York, NY)
- …Compensation Advisory practice. As a Partner, you will balance multiple client engagements, establish relationships with Compensation Committees and senior business ... leaders to generate revenue, and lead client teams in the delivery of high-quality ...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- Grant Thornton (New York, NY)
- …in a rapidly growing, fast-paced, interactive, results-based team environment. + Exceptional client service and communication skills, with a demonstrated ability ... Microsoft's threat protection ecosystem. Your role will span technical leadership, client relationship management, and practice development. From day one, you'll be… more
- Guidehouse (New York, NY)
- …problem solving and business growth + ble oversee large, complex, multi-work stream, client service delivery teams ($5M+) or manage multiple projects to ensure ... knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our...Crimes, Risk and Compliance to drive unmatched value to client and firm + Recognized expert at strategizing, designing,… more
- WTW (New York, NY)
- …Services and Solutions practice who will be responsible for assisting the broader client service and brokerage teams in the advisory, development, implementation ... for complex global insurance placements. By focusing best-in-class talent on our client 's most complex risk issues, Willis Towers Watson can deliver risk solutions… more
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