- Bank of America (Katonah, NY)
- …**Schedule:** * Monday - Fridays and rotating Saturdays **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (New York, NY)
- …of one 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 financial picture and guiding them with advice and… more
- Bank of America (New York, NY)
- …High School Diploma / GED / Secondary School or equivalent **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Brooklyn, NY)
- …of one 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 financial picture and guiding them with advice and… more
- Bank of America (Bronx, NY)
- …experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and… more
- Publicis Groupe (New York, NY)
- …initiatives + 4+ years of people management experience, managing 3-5 reports in an account management/ client services team + CPG experience is ideal + Must have ... solution of Publicis Groupe, Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is… more
- Capgemini (NY)
- …upsell . Identifies and documents potential areas for upsell that have been discussed with client and handover to Account Team **Your Experience:** . 10 Years of ... communicates to all bid team members. . Ensures all client requirements are analyzed and distributed for solutioning, without...their approvers . Leads the solution team in all client facing interactions . Supports Commercial Lead with negotiation… more
- Publicis Groupe (New York, NY)
- …needs and align on joint objectives. + **Staffing & Scoping:** Oversees client -level staffing including account assignments and resource management + **Thought ... Video for one of our biggest clients.. The SVP is expected to deliver both client success and the strategic evolution of the Programmatic client team. This… more
- Paychex (Rochester, NY)
- …Responsibilities + Assist with preparation and filing of tax returns. + Update client information including account numbers, changes, and similar data. + ... tax work for active and lost clients. + Resolve client questions expediently with a high level of service...tax issues to assure problem has been resolved and client or specialist communication/update has occurred. + Communicate with… more
- LoopMe (New York, NY)
- …ensure smooth handovers, provide strategic input, and support curator growth, maximising client satisfaction and account development. + Partnering with the ... the digital and mobile app ecosystem. With a diverse client base, including leading brands, agencies and publishers, LoopMe...external stakeholders. Act as a trusted advisor by understanding client goals and challenges. + Working closely with the… more
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