- Neuberger Berman (New York, NY)
- …ad hoc basis. + ** Data Management** : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce database. ... Advisor Team. The Client Associate enhances the client experience by assisting with the service, maintenance... accounts, assisting with required documentation, and performing comprehensive account maintenance tasks. + ** Account … more
- HUB International (New York, NY)
- …& Account Executives with daily client management issues. + Performs account maintenance including updates to client files, scanning and attachment ... clients. + Performs other administrative functions as needed by Senior/ Account Executives. + Assist Client and ...and time management + negotiation + Ability to analyze data and draw hypotheses + MUST be detail oriented… more
- Compass Group, North America (New York, NY)
- …Manager or Client Experience Manager + Receive and review all client data regarding preventative maintenance , room inventory, room utilization, ... Work + Gather and report all administrative and financial data back to Senior Director, Account Operations...designated budget + Ability to influence decisions by key client stakeholders using data and operational insights… more
- ARAMARK (New York, NY)
- …travel to client sites throughout the district is expected. **Compensation Data ** COMPENSATION:The salary range for this position is $155,000 to $170,000. If ... Financial Performance - Build revenue and manage budget with sensitivity to costs and client needs. Ensure the completion and maintenance of P&L statements for… more
- Neuberger Berman (New York, NY)
- …disbursements, charitable gifting, statement inquiries and online access + Perform account maintenance tasks; checks and wires, RMDs, name/address/beneficiary ... + Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized… more
- Bank of America (New York, NY)
- …for assigned accounts, such as settlements, reconciliations, and account maintenance + Promotes investment product sales through client meetings and ... clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account … more
- Bank of America (Utica, NY)
- …delivery by answering client questions, resolving problems, providing appropriate account maintenance , and looking for opportunities to deepen relationships ... recommends solutions when fraud has been identified + Records data captured during client interactions accurately +...Data Collection and Entry + Problem Solving + Account Management + Analytical Thinking + Client … more
- Canon USA & Affiliates (New York, NY)
- …of contact to the client for daily activity and participate in client meetings on account activity. - Responsibilities may include Copy/Print Production/Copy ... concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and...creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Oversees workflow and… more
- KeyBank (Amherst, NY)
- …of two days in office. **ABOUT THE JOB** As part of the Client Servicing vertical of Onboarding & Servicing Technology and Operations, associates specialize in ... Research and Adjustments, Account Analysis and KeyAccounts Manager support our clients across...which occur during check, credit card processing or corporate client billing + Performing routine research and process transactions… more
- Citigroup (Uniondale, NY)
- …opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance , capital call notices, fixed income maturities, ... The Client Services Associate is a developing professional role....applies specialty knowledge in monitoring and assessing processes and data . Integrates established disciplinary knowledge within own specialty area… more
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