- Veralto (Brentwood, 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
- City National Bank (New York, NY)
- …Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions ... employed by City National Bank. *The Opportunity* The New Account Specialist provides operational support to the Portfolio Manager...receiving and delivering broker dealer, and see that the account is properly closed and archived from our database… more
- Neuberger Berman (New York, NY)
- …and tax documents including 1099's and K1's Client Servicing + Perform account maintenance including but not limited to; funds disbursements, name/address ... and billing/fees + Regular and proactive contact with clients regarding new account documents, account updates, checks and wires, trade activity, transfers,… 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
- JPMorgan Chase (New York, NY)
- …prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by interacting with ... and clients, including direct communication with clients regarding money transfers, account maintenance , portfolio review preparation and ad hoc requests,… 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
- NBT Bank (Williamsville, NY)
- …loading new loan transactions in the core accounting system and performing account maintenance . Review transactions to ensure accuracy, ensuring proper authority ... of consumer loan documents and complex commercial loan documents. Perform account reconciliations; identify and resolve discrepancies. Provide guidance and ensure… more
- City National Bank (New York, NY)
- …Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions ... receiving and delivering broker dealer, and see that the account is properly closed and archived from our database...our bookkeeping system and upload them to our client account database. * Review all outgoing transfers, freeze the… more
- Cardinal Health (New York, NY)
- …and that the integrity of the contract is maintained. Submits and processes all account maintenance for customer accounts within the internal system. + Provides ... + Responsible for managing a large territory with the direct objectivetoincrease account penetration, and customer satisfaction within the lab space. + Drive new… more
- Bank of America (New York, NY)
- …and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance + Promotes investment product sales through client ... sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. The role is… more