- UMB Bank (Albany, NY)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...reviews. Educates and communicates with clients about market conditions, plan/ account investments, performance, strategy, changes in regulatory or tax… more
- Guidehouse (New York, NY)
- …and enhancing the institution's financial stability. + Proven ability to successfully lead client service delivery teams that deliver the highest quality work + ... **Clearance Required** **:** None **What You Will Do** **:** As an Associate Director at Guidehouse's Commercial Financial Services practice, you will have… more
- WTW (New York, NY)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts ... **Description** As a Healthcare Financial/Actuarial Associate Director, you will be a key member...development. + Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate / Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... week. Essential Duties and Responsibilities + Supports Lead Advisor, including managing client needs regarding service , asset allocation, case design and… more
- Citigroup (New York, NY)
- …such as account opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act is a seasoned professional...+ Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Citigroup (New York, NY)
- …directly affected by the performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client ... The Associate Banker Senior is a seasoned professional role....account opening and closing, loan disbursals, etc. + Client /prospect meetings - Organize the pre-call planning, organizing post-meeting… more
- Allied Universal (New York, NY)
- …and operational oversight across a nationally distributed portfolio, ensuring consistent service delivery and alignment with client expectations at every ... by understanding their security needs and ensuring satisfaction + Deliver high-quality service to our clients by strategically overseeing Account Managers, while… more
- WTW (New York, NY)
- …a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... quality standards + Proactively advising clients and ensuring the delivery of superior client service + Playing a key role in vendor procurement, negotiation,… more
- BrightView (Hawthorne, NY)
- …The Account Manager is the primary contact for clients. The Account Manager builds long-term relationships that foster client satisfaction, retention, and ... during formal meetings with customers to ensure quality and service expectations are met + Lead and facilitate the...or concerns as needed + Ensure renewals of each account within the assigned client portfolio +… more
- Publicis Groupe (New York, NY)
- …people's lives by connecting real-time data with world-class creative, content, and media in service of growth and Return on investment. CoLab is a "power of one" ... with the stability and experience of a global leader. **Overview** As Associate Director yyou are responsible for driving projects forward, which will include… more