- FranklinCovey (Albany, NY)
- …schools and institutions. To learn more, visit franklincovey.com . **Title:** Mid-Market Account Executive **Payroll Title:** Account Executive - Major Market ... Department:** Enterprise Sales **Status:** Full-Time Exempt **Reports to:** Enterprise Sales Manager **Location:** Remote - Anywhere in the contiguous United States… more
- Neuberger Berman (New York, NY)
- …regular or ad hoc basis. + **Data Management** : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth… more
- City National Bank (New York, NY)
- …meet the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the ... * ACCOUNT OFFICER II* WHAT IS THE OPPORTUNITY? This...client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance… more
- Excellus BlueCross BlueShield (Dewitt, NY)
- …as needed. + Supports implementation efforts, as needed. + Updates leadership on performance of account - client satisfaction, etc. Advises when client is in ... is right for you, we encourage you to apply! Job Description: Summary: The Client Services Consultant is the day-to-day contact for their assigned book of business.… more
- Neuberger Berman (New York, NY)
- …transfers, cost updates, client directed trade orders, and other miscellaneous client requests + Initiate new account openings through the Centralized ... primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, … more
- Neuberger Berman (New York, NY)
- …liaising with the central trading desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer ... for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance,… more
- Mastercard (Harrison, NY)
- …potential._ **Title and Summary** Director, Product Management - Global Connect - Account Linking Product Who is Mastercard? Mastercard is a global technology ... Connect product is responsible for executing the product strategy for our account linking services, referred to as Mastercard Connect. Connect underpins all use… more
- ThermoFisher Scientific (Grand Island, NY)
- …and Benefits** The salary pay range estimated for this position Sr Account Manager based inPennsylvania is $86,000.00-$143,900.00. This position may also ... Functions and Other Job Information:** + Orchestrates RFP strategy calls, develops client proposals, prepares client presentations, and negotiates and closes… 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...more details. **Job Summary:** The Japanese Corporate Banking (JCB) Account Documentation Team (ADT) Analyst's primary responsibility is to… more
- Neuberger Berman (New York, NY)
- … client requests for statements and tax documents including 1099's and K1's Client Servicing + Perform account maintenance including but not limited to; funds ... activity, transfers, statement inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team +… more
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