- NBT Bank (Albany, NY)
- …trust accounts and meeting with customers to provide periodic account reviews. Constructs portfolios from cash and adjusts holdings of new portfolios ... to asset allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes… more
- Healthcare Services Group, Inc. (New York, NY)
- …implementation, profit and loss for the region, operational support of account managers, client relations, contract negotiations, account retention, receivables, ... Managers as well as maintains a succession plan. Interviews, hires and orients Account Managers for facilities in area of responsibility. + Maintains proper staffing… more
- Medtronic (Queens County, NY)
- …promptly, including potential sales leads, and information regarding product price or account activity to Regional Manager and other appropriate companypersonnel ... join our team, required to reside within the territory and drive to multiple accounts throughout the region. A valid driver's license is essential for this role,… more
- Neuberger Berman (New York, NY)
- …operational support and client service needs including inquiries related to new accounts , LOAs, account updates, funds disbursements, charitable gifting, ... + Review and process quarterly billing; includes adding new or removing closed accounts , adjusting account information, updating fee schedules and family groups,… more
- City National Bank (New York, NY)
- …standards. * Fully functional in delivering all components related to new accounts , including account maintenance, service requests, and risk management. ... OFFICER* *6th Avenue Branch, NYC* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal… more
- Cengage Group (New York, NY)
- …onboarding/training, strategic product and content discussions, and customer support needs. ** Account Manager ** + Actively engage customers regarding their ... . The customer success consultant will build relationships in key accounts to ensure they are supported throughout the customer journey. They… more
- Amalgamated Bank (Bronx, NY)
- …Service Duties: + Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the ... all functions to open and maintain new and existing accounts + Actively promote the Bank and its products...activities + Resolve customer complaints regarding sales, services or account issues. Respond to customer inquiries or complaints in… more
- Westside Federation for Senior Supportive Housing (New York, NY)
- …AR between MIP and RealPage Delinquent and Prepaid Reports + Reconcile both cash exchange accounts GL 1465 & PNA exchange account GL 1221 + Investigate tenant ... live with mental illness. Job Summary Reporting to the Property Accounting Manager , the Property Accountant will be responsible for overseeing his/her portfolio and… more
- Neuberger Berman (New York, NY)
- …client accounts , assisting with required documentation, and performing comprehensive account maintenance tasks. + ** Account Maintenance** : Perform tasks ... **Client Interaction** : Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account… more
- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing inquiries related to new accounts , LOAs, account updates, funds disbursements, charitable gifting, ... with the central trading desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets… more