- M&T Bank (New York, NY)
- …Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible ... discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients and developing… more
- Philips (Latham, NY)
- …role:** + Researching targeted accounts in your territory to understand their business challenges, critical metrics, issues, goals, and growth strategy, to develop a ... Collaborating with your team comprised of District Sales VP, Account Executives and Specialists, to create a detailed ...in your targeted accounts. Driving and uncovering net new business opportunities within your territory. + Being the Trusted… more
- PNC (New York, NY)
- …professionals within the field in a friendly, open, and engaging environment. Preferred skills and experience: 8+ years of direct experience building scorecards for ... with Credit Bureau Agency (Experian, TU, Equifax) data is highly preferred Proficient in Swap Analysis, Reject Inferencing, Advanced Sampling Techniques Hands… more
- Cardinal Health (Albany, NY)
- …Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. ... customer relationships and assists with the prospecting of new business opportunities. The Senior Representative, Customer Service Operations collaborates cross… more
- New Era LLC (Buffalo, NY)
- …ensure annual and long-term product and marketing strategies are aligned for both account -specific and overall business plans across the Mall & Lifestyle Sales ... a plus Education / Experience + Bachelor's degree in Marketing, Communications, Business , or related field preferred ; additional experience considered in lieu… more
- Neuberger Berman (New York, NY)
- …and presentation materials for internal and external clients, including meetings and account reviews across business lines + Create, monitor, and update ... for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance,… more
- APTIM (New York, NY)
- …employee assistance program, health care spending account , dependent care spending account , health savings account and business travel accident insurance ... from an accredited program. Geotechnical, Civil or Structural fields preferred . + Licensed New York State Professional Engineer +...health care spending account , dependent care spending account , health savings account and business… more
- Caris Life Sciences (Albany, NY)
- … acquisition. The responsibilities include identifying, prospecting, and closing new business at potential accounts, mentoring the Account Managers within ... sales role primarily responsible for establishing growth and driving sustained business via clinical, patient outcome-based selling within an assigned territory… more
- Tompkins Community Bank (Ithaca, NY)
- …for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review process, marketing and client support. ... Perform Customer Service related tasks including but not limited to new account set-up; closing accounts; deposits/disbursements; account status changes; … more
- AON (New York, NY)
- …multiple client engagements, establish relationships with Compensation Committees and senior business leaders to generate revenue, and lead client teams in the ... be located near a major Aon Office within the United States. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and… more