- City National Bank (New York, NY)
- …all procedures have been followed and proper paperwork received, signatures, and client verifications. Verify all information has been input correctly in the system ... Pershing clients. Tracks all clients and makes sure any account that is required to take a distribution satisfies...as they relate to both the operational aspect of client accounts and department-wide process improvement. * Oversee proxy… more
- Deloitte (Rochester, NY)
- …Do During your internship, you'll sharpen your analytical skills as you audit client financials, transactions and internal control processes . You'll work with audit ... and process flow automation to perform data interrogation and analysis of client data. The successful intern will have: + Demonstrated effective verbal and… more
- SCI Shared Resources, LLC (Williamsville, NY)
- …a Great Place to Work! Provides customer service in all areas of helping client families following the loss of a loved one. Provides exemplary personalized and ... of monies or insurance in accordance with company policies. + Ensures client families are informed of special recognition/services available for veterans and ensures… more
- CBRE (New York, NY)
- …- Risk Assessment Programs, you will be responsible for supporting the client 's EHS (Environmental, Health & Safety) Governance, Risk, and Compliance lead with ... levels + Assist with evaluating and standardizing risk management systems across client 's EHS organization in alignment with other key risk partners across the… more
- Berkshire Bank (Albany, NY)
- …clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can ... adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35% + Assists Financial Center Manager in building/managing sales… more
- CBRE (Albany, NY)
- …purpose of this position is to manage design and construction projects for client , with direct accountability for project delivery of a small-to-medium scale and ... plans to meet objectives, budget and schedule. + Implementschangemanagementroutinestoassesschangerequests,makerecommendations,secure Client approvals, and issue change orders. Assesses change requests… more
- Family and Children's Association (Mineola, NY)
- …and visitors in a courteous and professional manner. + Complete and update client registration and intake information in the Electronic Health Record (EHR) system. + ... and route messages appropriately. + Assist with scheduling and confirming client appointments as needed. + Verify insurance eligibility and coverage; update… more
- Guidehouse (New York, NY)
- …None **What You Will Do** **:** Managing Consultants have responsibility for client management, solution implementation and generation of project results. You will ... own projects and interact with the client daily to ensure engagement success. This includes leading...+ Basic Life & Supplemental Life + Health Savings Account , Dental/Vision & Dependent Care Flexible Spending Accounts +… more
- IBM (New York, NY)
- …and address clients' requirements to establish enduring, strategic partnerships. * Account Planning and Business Value Articulation: Oversee a dedicated client ... * Motivation to achieve sales, business objectives and high client satisfaction. * Aptitude to utilize selling technologies to...travel may be required in this role, based on client needs and needs of the business. ~ IBM… more
- Guidehouse (New York, NY)
- …market reports and databases; and participating in document writing, production, and client presentations. Travel is project dependent but averages 20 percent. The ... and leverage analytic techniques to use data to guide client and team decision-making. + Must have advanced data...+ Basic Life & Supplemental Life + Health Savings Account , Dental/Vision & Dependent Care Flexible Spending Accounts +… more