- Bank of America (New York, NY)
- …investment management accounts including the coordination of opening and closing accounts , money movement, and account maintenance + Engages with clients and ... for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key… more
- Shinda Management Corporation (Queens Village, NY)
- …in accounting + CPA or an MBA is a plus + Strong knowledge in Account Reconciliation, Accounts Payable, Accounts Receivable, Payroll Processes, etc. + Strong ... functions including, but not limited to, General Ledger, Payroll, Accounts Payable and Accounts Receivable + Prepare...or local law. Akida Corporation takes affirmative action in support of its policy to employ and advance in… more
- EFI Global (Buffalo, NY)
- …is flexible within the Eastern region.** **PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be responsible for ... technology, operations and business development. + Coordinates client invoicing, audits and accounts receivable follow up for assigned clients. + Resolves all major… more
- CBTS Technology Solutions LLC (New York, NY)
- …with account executives to expand opportunities within strategic customer accounts and drive business growth. . **Technical Influence:** Participate in sales and ... The ideal candidate will be proactive, take initiative, and collaborate closely with account teams to identify and drive new opportunities across our core product… more
- Neuberger Berman (New York, NY)
- …(among those with 1,000 employees or more). **SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to ... allocation products offered to numerous SMA and Unified Managed Account (UMA) distribution networks. **Responsibilities include:** *Communicating accurate and timely… more
- MongoDB (New York, NY)
- …a main point of contact for MongoDB end users by leveraging your technical and account management skills as well as acting as the account team leader across ... + 7+ years experience working in a Customer Success, Account Management, Client Services or other similarly customer-centric role...within MongoDB Atlas that indicate healthy or unhealthy customer accounts ; as our product evolves, we'll need to be… more
- American Express Global Business Travel (Albany, NY)
- …of a select portfolio of $1M - $10M clients, by delivering all core account management components and valuable services. This position is also responsible for client ... retention, profitability of the account portfolio, growth, and overall customer satisfaction. **This is...of payment. + Effective management of client-specific billing, settlement, Accounts Receivable and P&L + Monitors contract terms and… more
- Cognizant (Albany, NY)
- …or more of the Software and Platform Engineering Practice supporting Cognizant's client account teams in vertical markets and their account expansion plans into ... . Own revenue and TCV (Total Contract Value) targets for the assigned account (s), Achieve Sales targets while ensuring bookings mix supports in-year revenue goals… more
- Avnet (Albany, NY)
- …business processes, customer segmentation strategies, tool utilization, customer account management and ongoing coaching. **Principal Responsibilities:** + ... based upon backlog and new shippable bookings. + Identifies and provides support to activities and process improvements that will optimize productivity. + Implements… more
- Audacy (Rochester, NY)
- …care coordinator, medical, dental, vision, mental health, telemedicine, flexible spending accounts , health savings account , disability, life insurance, critical ... be responsible for managing the successful implementation of campaign activities for assigned accounts . This role is focused on post sales fulfillment of digital ad… more