- PNC (Madison, NY)
- …for a specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures compliance with ... sales team, relationship managers, investment bankers, traders and other internal service partners to develop, market and deliver complex capital markets solutions… more
- Bank of America (Brooklyn, NY)
- …year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bowman (Albany, NY)
- …our employees and supportive of our unwavering commitment to provide unparalleled service to our clients. **Purpose** Responsible for the project billing process, ... including responding to client inquiries, verifying employee's chargeable time; in accordance with...working environment. + Assist and work with the Project Manager to ensure accurate and timely billing. + Design… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Advanced investment concepts, practices and procedures used in the securities industry. * Client relations management tools. * Financial services news and data ... analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides… more
- CBRE (Albany, NY)
- …ESI in mind. Documents problem resolution and report findings back to Account Executive/Project Manager for customer follow-up. If required, re-create customer ... Systems Engineer - Remote Job ID 238771 Posted 17-Sep-2025 Service line GWS Segment Role type Full-time Areas of...diversity. Come join our global network of professionals supporting client operations across CBRE. Looking for growth and career… more
- Wolters Kluwer (White Plains, NY)
- …Associate ("CSA") - Account Manager is a member of the Account Services Department within CT's Business Licensing ("BL") Team. CSA is responsible for ... managing the relationship with the client by acting as their primary point of contact...or equivalent experience + Experience: 1-2 years of customer service and/or licensing experience is required **Other Knowledge, Skills,… more
- Trustco Bank (Hartsdale, NY)
- …Cross-sell and educate clients on the Bank's diverse financial products and services , enhancing client relationships and fostering financial wellness. + Payment ... **Part- Time Teller** **Reports to:** Branch Manager **Salary:** NE11 ($17.50 - $19.50/hour) **FLSA Status:**...are key ambassadors of our brand, providing friendly, efficient service that makes banking easy and enjoyable for our… more
- Citizens (Tarrytown, NY)
- …of services , expertise, and research, while intimately focusing on each client 's unique circumstances. The Investment Operations Sr. Manager will be ... or services to our core operations, this includes monitoring service levels, remaining in regular contact with vendor points, addressing issues quickly… more
- Parsons Corporation (New York, NY)
- …individual and team talent. Willingness to travel to the various offices and to client or project site locations may be required. The RTL will work with business ... cash flow. + Collaborate with the relevant Business Development Manager /Team to implement a growth agenda and be accountable...+ Guide and oversee the preparation of proposals and client presentations for pursuits. + Win and manage complex… more
- Zurich NA (Albany, NY)
- …travel where necessary. + Provide engineering support to underwriting teams and attend client /broker meetings as needed. + Manage account risk portfolio and ... strategies that reduce losses and improve customer operations. + Monitor casualty account engineering services to ensure that delivery is proper, on-time, and… more
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