- Citigroup (New York, NY)
- …An individual in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , ... investment relationship in partnership with the Banker + Leverage existing client relationships, local network and investment experience to introduce new ultra-high… more
- Brooklyn Defender Services (Brooklyn, NY)
- …with supervisor to review caseload, discuss case strategy, and prepare for trial. + Be an advisor to the client when decisions are made about the case. + Meet ... who work collaboratively to bring about the best outcome for each client . Under the direct supervision of a Supervising Attorney, attorneys defend clients… more
- Cognizant (Phoenix, AZ)
- …addition to cross-selling Cognizant's emerging services. The SLS will collaborate with the Client Partners in achieving "trusted advisor " status and have a mix ... with Quality Assurance Services. He or she will balance client /project responsibilities with business development and sales responsibilities including identifying,… more
- KeyBank (Grand Rapids, MI)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client /borrower, critical and knowledgeable contributor ... support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.… more
- Persado (New York, NY)
- …solutions, and driving measurable business outcomes. + Serve as a trusted advisor to senior client stakeholders, translating complex challenges into actionable ... directly influence Persado's business growth and product direction. Insights from client engagements will inform roadmap priorities, your strategic solutioning will… more
- Capital One (Bloomington, MN)
- …industry research publications + Developing and cultivating client , prospective client , buyer, investor, and professional advisor relationships + Mentorship ... taking on a substantial amount of responsibility in transaction execution, client management, and new business development. **General responsibilities** + Working… more
- B&H Photo (New York, NY)
- …stakeholders in education and government institutions. + Serve as a trusted advisor , understanding each client 's specific goals, purchasing processes, and ... shows, while uncovering new opportunities and delivering tailored solutions to meet client needs. Key Responsibilities: Client Relationship Management + Build,… more
- JPMorgan Chase (New Orleans, LA)
- …Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive ... possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through… more
- JPMorgan Chase (Chicago, IL)
- …technically complex clients within Global Corporate Banking. As a Vice President in Client Service, you will support a portfolio of Global Corporate Banking clients ... payment products and services. In this role, you will resolve client requests, enhance operations, and identify product/service gaps and development opportunities.… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more