- BlackRock (New York, NY)
- …this role** **Job Description:** BlackRock's US Wealth Advisory business services $2T+ in client assets and is responsible for the distribution of active and index ... : + Work directly with a senior relationship manager providing support on client firms. + Facilitate client business development and/or investment due diligence… more
- Grameen America, Inc (New York, NY)
- …presentation. + Follows company standards to ensure high quality and productivity. Client In-Take Management: + Leads a smooth transition for the potential ... client into the business. + Assists clients with completing...with completing the questionnaire and application; verifies and inputs client information accurately. + Responsive to client … more
- Cushman & Wakefield (Albany, NY)
- …Account Director is a key role in C&W with responsibility to manage the client relationship while providing exceptional client service and delivering on all ... **L FUNCTIONS** **A** **ND** **RESPONSIBILITIES** **Obtain a thorough understanding of the client 's business goals and strategies to align real estate services with… more
- Kestra Financial (Wappingers Falls, NY)
- …services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities ... + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and financial planning + Responsible for client meeting… 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...at annual account planning exercises, with expectation of understanding client share of wallet, MUFG's competitive advantage and ways… more
- CVS Health (Albany, NY)
- …key clients. This position will be assigned to support a segment of the client 's large worldwide population. This candidate will build strong relationships with the ... client contacts they serve as well as Aetna business...service and complaint log. + The candidate will support client needs in multiple times zones. Some correspondence will… more
- KeyBank (Fishkill, NY)
- …and/or segment, within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor ... assists as part of the client 's trusted advisor team for solutions in order to...solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex… more
- HSBC (New York, NY)
- …monitoring, coaching and developing coverage bankers to maximize performance and positively impact client outcomes + The role is client and market facing. As ... that they face + Work with teams to implement client plans and strategies that further the business agenda...strategy in line with the Global and Regional Institutional Client strategy, as well as that of CIB and… more
- Compass Group, North America (NY)
- …Manager, you will drive digital transformation across Compass' diverse client base, managing end-to-end sales lifecycle activities and delivering high-impact ... with Sales, Delivery, Product, and Solutions Engineering to ensure client success and growth. **Key Responsibilities** **Sales Enablement&CRM** . Own… more
- HSBC (New York, NY)
- …Strategic & Focus clients, addressing their needs through the provision of client relevant products, solutions and deep market insight. This role requires strong ... client experience in order to develop long lasting trusted...manage and develop the revenue and profitability of allocated client portfolios whilst delivering excellent service to address … more