- WTW (New York, NY)
- …engagements in a way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client satisfaction + Think ... practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas… more
- Pioneer Bank (Albany, NY)
- …the sales process. + Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. + Performs cost/benefit and risk analysis ... when preparing client recommendations and assessing client relationships. +...retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management.… more
- S&P Global (New York, NY)
- …initiatives and helping develop our future product roadmap by providing key client feedback. Client segment focus will be across Financial Institutions. ... Through proactive prospection, you are to diagnose client requirements, define pricing frameworks and look to combine...and organized process around working with the assigned Sales Associate and Prospecting team to stay in front of… more
- UMB Bank (Albany, NY)
- …the decision to bring the entire mortgage process in-house. UMB's mortgage team has a wealth of knowledge due to it being comprised of many associates who have been ... clients through the loan application process. The Mortgage Loan Originator is with the client from the beginning of the loan approval to the closing of the loan.… more
- Edward Jones (Rochester, NY)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- SCI Shared Resources, LLC (Port Dickinson, NY)
- …+ Solid work history + May require insurance license This position may require the associate to obtain and maintain an insurance license in any state in which he/she ... levels to ensure productivity Build Relationships with Families + Responds to client inquiries in a timely, respectful, sensitive and professional manner * Connects… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 08 **About the Role:** Product Service Associate , S&P ETF & Benchmarking Solutions (EBS) **The Team:** Asset managers, ... You will be working in a fast-paced environment ensuring client requests are prioritized and resolved. Product service team...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Insight Global (New York, NY)
- …accounting and reporting services for family office clients. As a Senior Associate , you will analyze complex problems, mentor junior team members, and maintain ... elevated standards while building meaningful client relationships. This role offers the chance to enhance...or outsourced accounting environment for clients in asset and wealth management (hedge fund, private equity, venture capital, high… more
- Kiewit (Manhattan, NY)
- …this process leads to safe, cost effective, and innovative designs that exceeds client expectations and furthers Kiewit's legacy of excellence. On our team, you'll ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more
- JPMorgan Chase (New York, NY)
- …have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within JP Morgan are based on ... but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized… more