- Veralto (Mineola, NY)
- …new applications. This position is primarily focused on the profitable growth and maintenance of an account base by determining and meeting customer needs. ... day one Reporting to the Regional Business Manager, the Account Manager will be responsible for retaining an existing...reduce total cost of ownership for our clients. + ** Account Management:** Develop and execute strategies to meet program… more
- Marex (New York, NY)
- …of client & account data in client repositories and back-office systems + Account maintenance of static data updates in back-office systems. + Participate in ... The US Onboarding team is responsible for facilitating the account opening process across a number of different entities...projects and maintenance of client static data in order to improve… more
- MSC Industrial Supply Co. (NY)
- …**SKILLS:** + Knowledge of MSC-like product lines and services and Public Sector/National account identification and large account maintenance techniques are ... Supply Co. We are a leading North American distributor of metalworking and maintenance , repair, and operations (MRO), products and services. We offer more than 2… more
- JPMorgan Chase (New York, NY)
- …and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by interacting with clients ... and clients, including direct communication with clients regarding money transfers, account maintenance , portfolio review preparation and ad hoc requests,… more
- NBT Bank (Norwich, NY)
- …but not limited to loading new accounts in the core accounting system, account maintenance , reviewing transactions to ensure accuracy and responding to internal ... banking transactions. Ability to interpret all types of consumer/commercial account relationships and deposit/electronic banking documents. Provide guidance and… more
- Justworks (New York, NY)
- …The Tax Registration Coordinator team at Justworks owns tax registration setup, account maintenance and communication with our customers regarding their ... + Remain informed regarding state regulations affecting new business registrations and account maintenance . + Perform other related duties as assigned. How… more
- Bloomberg (New York, NY)
- …skills accompanied by strong financial accounting skills. **We'll trust you to:** + Chart Account Maintenance + G/L & Cost Controlling related Master Data ... maintenance and support + Company Code Creation and Maintenance + GL, Asset Account , AP & AR Accounting Systems Support & Production Support Issues + Support… more
- JPMorgan Chase (Rochester, NY)
- …to resolve tax issues + Knowledge of internal procedures involving distributions, account maintenance , account opening/closing, Investment Systems and Annual ... skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel… more
- Wells Fargo (Purchase, NY)
- …knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance , account opening and closing, Know Your ... Client (KYC) requirements, annual account reviews, and management of overdrafts + Identify and...expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements… more
- CIBC (New York, NY)
- …service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance , and collaborate with internal teams to ensure seamless ... **How you'll succeed** + **Deliver high-touch service:** Manage onboarding, account openings, and operational support with precision and professionalism. +… more