- City National Bank (New York, NY)
- …development and/or delivery of treasury management services to the appropriate manager . * Complies fully with all Bank Operational and Credit policies and ... technical support to clients concerning product usage and functionality and ensuring client satisfaction. WHAT WILL YOU DO? * Assists the treasury management sales… more
- Bowery Residents Committee (Manhattan, NY)
- Job Summary: We are seeking a dedicated and client -centered Clinical Intake Coordinator to join our team. This role is responsible for overseeing various aspects of ... client intake, case management, and administrative tasks to ensure...administrative tasks to ensure smooth operations and high-quality service delivery . The ideal candidate will have experience in harm… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... coverage to Merrill clients who have specific transactional needs. Client engagement and coverage by the desk is initiated...to clients on investment and related planning strategies + Delivery of an appropriate level of service over the… more
- Allied Universal (New York, NY)
- …Director to oversee a national commercial real estate client . The Client Portfolio Director collaborates with the Branch/General Manager to provide ... operational oversight across a nationally distributed portfolio, ensuring consistent service delivery and alignment with client expectations at every location.… more
- CVS Health (Amherst, NY)
- …+ Previous Client Management experience with a Health plan carrier. + Previous Client Management experience with a pharmacy benefit manager (PBM). + 3 - 5 ... Solutions. **Key Responsibilities:** + Executes tactical components of the client management team's business plan for each customer. +...to assist in trying to gain membership. + Service delivery on the customer relationship; including day to day… more
- Bank of America (New York, NY)
- …**Job Description:** This job is responsible for analyzing and interpreting a client 's credit worthiness, evaluating credit risks, and writing credit approval memos ... responsibilities include analyzing qualitative and quantitative data such as client 's financials, projections, industry data, covenant compliance, and collateral… more
- TD Bank (Brooklyn, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...- WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to… more
- Neuberger Berman (New York, NY)
- …events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate ... leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment strategy implementation, and… more
- Wolters Kluwer (Albany, NY)
- …Managers to translate unmet client requirements into functional specifications; manage client expectations on the timing, delivery and scope of product ... of CPA firms. You will report to the Divisional Manager , Field Sales. **Specific job responsibilities are outlined below:**...current products do not meet client requirements; work with Product… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …vision and mission. The HR Business Partner serves not only as client account manager to ensure the effective delivery of a full range and scope of human ... academic centers and institutes, the HR Business Partner works closely with client leadership, HR Centers of Expertise, and business owners to develop innovative… more