- City National Bank (New York, NY)
- …requests from the prior day in our bookkeeping system and upload them to our client account database. * Review all outgoing transfers, freeze the accounts to ... IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities....a timely manner, and archive the accounts from our client account database once they have fully… more
- CIBC (New York, NY)
- …exposures versus approved risk limits + Support Prime Services Sales, Transition, and Client Account Management teams: analyze prospective client portfolios ... margin exception requests + Support Prime Services financial resource manager to harmonize client margin and pricing...+ Act as a special liaison to the Product Development team for technical risk and margin initiatives +… more
- BGB Group (New York, NY)
- …lead, with support from manager + Partners with manager and Account team to provide the client with a united, organized, professional, pleasant ... Medical Writer is the Medical content lead on their account (s) and is responsible for day-to-day development ...competencies outlined below under the direct supervision of their manager or designated senior team member. PLEASE NOTE: This… more
- NCR VOYIX (New York, NY)
- …in Salesforce.com, demonstrating sales activities to achieve sales goals. The Business Development Manager will be responsible for managing the sales process ... make deliver an exceptional customer interaction experience for our client partners. Our solutions help businesses around the world...Voyix is best positioned to win and assists in development of an account plan to ensure… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...timely internal ratings and reporting; and (iv) assist Division Manager in special projects, as requested, including providing on-the-job… more
- WTW (New York, NY)
- …spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, ... create client deliverables, and ensure quality standards are met. You...cross-functional teams + Reviewing work and contributing to the development of junior staff **Qualifications** The Requirements: + 4+… more
- Publicis Groupe (New York, NY)
- …role and you will be expected to communicate technical concepts to your assigned client (s) and to ensure account success and customer satisfaction. You will also ... Data 101 presentations to clients * Assist in the development of client -facing materials, including data presentations...* Interaction with client , begin ownership of client communication or relationship (except when no manager… more
- NTT America, Inc. (NY)
- …chain, pharma sales and marketing. We're a partner who's there for our client 's transformation journey - from strategy and delivery to achieving business outcomes. ... **How You'll Help Us:** As a Pharmaceutical Manufacturing Intelligence Consulting Manager , you will be responsible for strategic digital advisory to our… more
- Bank of America (Syracuse, NY)
- …promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to ... requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP)… more
- Raymond James Financial, Inc. (New York, NY)
- …strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the ... developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy. Develop and implement a… more