• Broker-Dealer Operations Specialist

    Guardian Life (New York, NY)
    …and internal partners on the following functions:_** + Advisor as Portfolio Manager : model creation, management, trading + Multi- Account /Strategy proposals and ... + Overlay and account shopping features + Account servicing - service requests with connections...within queues daily. **You have** + Knowledge of retail client onboarding/new account process, and advisory products… more
    Guardian Life (07/08/25)
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  • Financial Solutions Advisor - 86th and Lexington…

    Bank of America (New York, NY)
    …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended.../ Secondary School or equivalent **Skills:** * Advisory * Account Management * Client Experience Branding *… more
    Bank of America (10/02/25)
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  • Sales Leader I - Healthcare Business Banking

    PNC (New York, NY)
    …client experience. Focuses on bringing the full range of PNC's products and services to the client . Leverages reporting and sales tools to proactively ... has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected...needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer… more
    PNC (09/13/25)
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  • Counselor - Mental Health

    East House Corporation (Rochester, NY)
    …Collaborate with other East House staff and external providers for referrals and client services . o Efficiently manage an assigned caseload while maintaining ... them in achieving their goals and objectives. Key Responsibilities: Services That Address Client Goals: o Partner...Address Client Goals: o Partner with each client on the caseload to develop individualized Service… more
    East House Corporation (09/23/25)
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  • Senior Strategist - Food & Beverages

    Quantis (New York, NY)
    …our mission of building a sustainable future. + You're an experienced and motivated account manager or consultant in the food and agriculture sector (or similar ... and helping to design the next generation of winning services and solutions. + You have an understanding of...of what type of work your days will include: Client consulting sustainability strategy responsibilities: + Account … more
    Quantis (09/23/25)
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  • Procurment Coordinator

    Cushman & Wakefield (Albany, NY)
    …and analyze the supply base for diverse suppliers, supplier consolidation, and improvement in service levels for the Client Account . + Conduct all meetings ... Summary Under the direction of the Procurement Leadership, this role supports client account procurement operations, sourcing, contract management, and performs… more
    Cushman & Wakefield (09/17/25)
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  • Senior Analyst - Analysis & Accounting

    AON (Plainview, NY)
    …salvage payments including Subledger Ledger reconciliation. + Ensure timely collection of client payments. + Approve split allocations in Oracle database. + Be key ... backup to team member tasks (including premium interface function). + Subledger account analysis. + Month-end operational metrics and analysis. + Client … more
    AON (08/19/25)
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  • Clinical Sales Specialist

    ZOLL Medical Corporation (New York, NY)
    …Functions + Work in collaboration with your Region Sales Manager , IDTF Program Manager and VA/Gov't Account Manager to maximize coverage efficiency (pre ... in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients...methods to store sales opportunities + Act as the Client 's Lead for account post sale implementation… more
    ZOLL Medical Corporation (09/27/25)
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  • Health and Benefits Associate Director

    WTW (New York, NY)
    …As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... Proactively advising clients and ensuring the delivery of superior client service + Playing a key role...of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services … more
    WTW (08/22/25)
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  • Registered Nurse

    Outreach Development Corporation (Brentwood, NY)
    …+ Communicate with program management (Director, Clinical Coordinator, and/or House Manager and advisor) all pertinent information regarding client , staff ... health and wellbeing of, and; directly provides and/or coordinates health services and health-related activities for adolescents being assessed for, participating in… more
    Outreach Development Corporation (10/02/25)
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