- Intuit (Syracuse, NY)
- …Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations...elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as… more
- NBT Bank (Syracuse, NY)
- …required. + Professional insurance designation required. Skills and Abilities: + Serve as an advisor to the client for all tactical matters, using discretion to ... Pay Range: $61,964.00 - $86,771.00 Under minimal supervision, performs customer service , sales, and management of assigned complex middle market & high impact … more
- KeyBank (Syracuse, NY)
- …processing needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, ... Syracuse, New York 13202-1600 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral...A minimum of 3 years with success in a client focused environment with aggressive growth and service… more
- Tompkins Community Bank (Syracuse, NY)
- …to fostering trust and delivering exceptional service in a dynamic and client -focused environment. Position Goals: + Drive business development and client ... or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client...+ Uphold compliance and ethical standards by ensuring all client interactions and business practices align with… more
- KeyBank (Syracuse, NY)
- …deposit, etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the ... York 13206 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...Hire (required) **Tactical Skills** + Is knowledgeable about the client 's accounts and business with the bank… more
- KeyBank (Syracuse, NY)
- …financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service...adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD… more
- JPMorgan Chase (Syracuse, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- CDM Smith (Syracuse, NY)
- …ensuring compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee ... talent, implementing succession plans, and continuously refining workforce strategies to meet evolving business needs. * Serve as a trusted advisor on employee… more
- IBM (Syracuse, NY)
- …TaaS for SAP. Collaborate with sales and presales teams to win new business and expand existing client relationships. * Thought Leadership: Contribute to ... for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the...scalable, adaptable, and aligned with industry best practices. * Client Engagement: Serve as a subject matter expert for… more
- KeyBank (Auburn, NY)
- …accounts including distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create ... Investment Services Sales Force in achieving sales goals, customer service , business growth and client ...and their needs. + Demonstrated ability to develop trusted advisor relationships. + Strong customer service and… more
- KeyBank (Syracuse, NY)
- …develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending ... York 13215 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...client referrals with a strong focus on Small Business both in branch and on site with small… more
- KeyBank (Syracuse, NY)
- …deposit, etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the ... York 13224 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...License (preferred) **Tactical Skills** + Is knowledgeable about the client 's accounts and business with the bank… more
- KeyBank (Syracuse, NY)
- …people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the ... experience (required) **Work Experience** + Experience in a client service role (required) + Experienced in...Notary License (preferred) **Skills** + Is knowledgeable about the client 's accounts and business with the bank… more
- Danaher Corporation (Syracuse, NY)
- …your territory. Collaborating cross-functionally with Sales Specialists, Health Systems Executives, Service , Finance, Marketing, and Client Services, you will ... confidence, adaptive collaboration, and accelerated intelligence. Learn about the Danaher Business System which makes everything possible. As the Senior Key Account… more
- NBT Bank (Syracuse, NY)
- …drawing team members from within and outside of TM. Serve as a trusted advisor for our largest, most complex business customers. Communicate and cultivate ... Responsible for successfully prospecting and generating new treasury management business while retaining and expanding relationships with the bank's largest,… more
- KPH Healthcare Services, Inc. (East Syracuse, NY)
- …of client educational forums and special events + Attend on-site client service meetings, employee orientation meetings and health fairs + Populate ... and evaluates success of select marquis accounts and relationships as a trusted advisor and account contact. Supports and develops PBM strategy that is designed to… more
- Excellus BlueCross BlueShield (Dewitt, NY)
- …and effective resolution to maximize satisfaction. * Partner with Account Service Consultant(s) to deliver high-quality client satisfaction. * Establishes ... accounts. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial… more
- ADP (Liverpool, NY)
- …Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the ... + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...of prior work experience or internships in Retail, Marketing, Business Development, Food Service , Insurance Sales, or… more
