- JPMorgan Chase (Rochester, NY)
- …industry data and insights + Flexible work environment to adapt to global client requirements Chase is a leading financial services firm, helping nearly half ... our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive ... World Insurance Associates ("World") is a unique financial services organization with a global ...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- JPMorgan Chase (Palo Alto, CA)
- Are you excited to provide best in class client experience to our customer base, do you drive execution effectively and you enjoy taking on ownership of clients and ... the right team! As a Letter of Credit Product Advisor - Vice President within the Commercial Bank, you...- Vice President within the Commercial Bank, you are client facing and will team up with our Commercial… more
- JPMorgan Chase (New York, NY)
- …Operations team as a Business Manager, where you'll promote strategic initiatives, optimize global performance, and serve as a trusted advisor to executive ... Asset & Wealth Management Operations team, you will promote strategic initiatives, optimize global performance, and serve as a trusted advisor to executive… more
- Manulife (Boston, MA)
- …a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate ... align with the priorities of both the company's key decision-makers and the financial advisors. Partnering with a Regional Vice President, the ISC will proactively… more
- Citigroup (New York, NY)
- …for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi ... Wealth's global client base. The ideal candidate will...sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings. + Provide… more
- JPMorgan Chase (New York, NY)
- …- Private Bank - PLP Borrower Specialist** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 ... Banking. JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients...partnership equity purchases. Job Responsibilities: + As the new client 's main point on contact, you will be responsible… more
- JPMorgan Chase (Brooklyn, NY)
- … client who has multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products ... If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager… more
- Citigroup (Palo Alto, CA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... Citi Global Wealth brings together the full power of Citi to...seek strategic advice regarding financial matters. + Maintain full understanding of client … more
- Huron Consulting Group (Chicago, IL)
- … client -facing operations, integrates offshore delivery resources, and ensures financial , operational, and quality outcomes are met or exceeded. This position ... transparency, accountability, and responsiveness. + Ensure delivery aligns with each client 's business objectives, financial targets, and patient satisfaction… more