- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field ... business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- H&R Block (New York, NY)
- …providing white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client , primary lead on reporting and tracking of ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... Strategy team.** **By Joining Citi, you will become part of a global organization whose mission is to...ownership** **Job Family Group:** Customer Service **Job Family:** Institutional Client Management ** Time Type:** Full time… more
- Anywhere Real Estate (Buffalo, NY)
- The ** Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a ... the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the...+ 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time ,… more
- KeyBank (Cortlandt Manor, NY)
- …, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and ... will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets....change or new ones may be assigned at any time with or without notice + Complies with all… more
- KeyBank (East Greenbush, NY)
- …advisor , and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program ... will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets....change or new ones may be assigned at any time with or without notice + Complies with all… more
- Oracle (Albany, NY)
- **Job Description** Are you motivated by building strong client relationships and solving complex challenges? Join Oracle Health as an Oracle Health Senior Support ... clinicians and patients, we invite you to be a part of our collaborative team. At Oracle Health, we...Do: + Serve as the primary contact and trusted advisor for all change and incident management at a… more
- MUFG (New York, NY)
- …the next step in exploring a career with us and encourage you to spend more time reviewing them! **Our Culture Principles** + Client Centric + People Focused + ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...to be the world's most trusted financial group, it's part of our culture to put people first, listen… more
- KeyBank (Poughkeepsie, NY)
- …- Poughkeepsie, New York 12603 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As ... a Teller, you provide excellent client service in-person by welcoming both new and existing...change or new ones may be assigned at any time with or without notice + Complies with all… more
- Edward Jones (Webster, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...over nine million clients. Our BOAs are a valued part of the client support team, and… more