- Bank of America (New York, NY)
- … situation; + Effective use of consultative sales and presentation skills for client development , as needed + Staying informed of industry and firm/enterprise ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Neuberger Berman (New York, NY)
- …experience + Focus on deepening and retaining the largest, most complex client relationships, while also supporting business development through referrals and ... events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate… more
- Paycom Online (Melville, NY)
- …leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom Specialists (PSD), and New Client ... and external parties with a Paycom Project Plan to collect outstanding data for each client (s) and ensure all deadlines are met + Works with client (s) to map… more
- Outreach Development Corporation (Brentwood, NY)
- …+ Communicate with program management (Director, Clinical Coordinator, and/or House Manager and advisor) all pertinent information regarding client , staff ... Outreach Development Corporation Outreach is a non-profit organization that...up as required. + Work with Agency psychiatrist re client medication and pharmacy refills to insure prescriptions are… more
- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the following primary components:… 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 ... Pharmacy Solutions. **Key Responsibilities:** + Executes tactical components of the client management team's business plan for each customer. + Responsible for… more
- JPMorgan Chase (New York, NY)
- …an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
- TD Bank (New York, NY)
- …build certain skills, we want to help you succeed. You'll have regular career, development , and performance conversations with your manager , as well as access to ... and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our… more
- TD Bank (New York, NY)
- …build certain skills, we want to help you succeed. You'll have regular career, development , and performance conversations with your manager , as well as access to ... and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our… more
- TD Bank (New York, NY)
- …build certain skills, we want to help you succeed. You'll have regular career, development , and performance conversations with your manager , as well as access to ... and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our… more