- City National Bank (New York, NY)
- *MANAGER CLIENT SERVICES* East Coast Based (NYC or DE) Required: Hybrid In-Office (4 Days per week) WHAT IS THE OPPORTUNITY? This position leads the client and ... services activities of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. Oversees KYC, BSA, document… more
- HSBC (New York, NY)
- …hedge funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related matters. ICG seeks ... types. The ability to build effective relationships across various departments - Prime, Client Management, Relationship Management and WMR - will be key to success… more
- BriteLife Recovery (West Kill, NY)
- …+ Demonstrate knowledge of the six dimensions of ASAM and produce clinical documentation reflecting client functioning in each of the dimensions as indicated. ... timely manner, as assigned. + Collaborate with clients to develop client -centered, recovery-oriented treatment plans that include goals and measurable objectives.… more
- Citigroup (New York, NY)
- …the financing facilities as part of the Greenlight Approval process. + Negotiate documentation with client , including engaging external counsel for drafting and ... + Expand and develop new lending opportunities in concert with the AMG Client Coverage Banking team. + Originate and structure financing programs for asset managers… more
- City of New York (New York, NY)
- …key performance indicators. - Conduct audits and case file reviews to ensure appropriate documentation of client engagement is captured in the case notes, and ... - Partner with the Office of the Ombudsman to remediate timely responses to client complaints, concerns, and correspondence. - Liaison with other city, state and not… more
- Norstella (Albany, NY)
- Client Success Manager Company: Citeline Location: Remote, United States Date Posted: Sep 5, 2025 Employment Type: Full Time Job ID: R-1457 **Description** **About ... to smooth access from Pipeline to Patient. **The Role:** Client Success is a Global team, with approx. 70...as well as an account transition kick-off meeting and documentation of account and user Success Criteria. + And… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** EPOCH LLC **Job Description:** The VP, Client Portfolio Management (CPM) acts as a central point person to manage the ... interaction between the client -facing team and the investment team, for one or...high risk transactions / activities as necessary + Ensures documentation that is prepared / completed is accurate and… more
- Banfield Pet Hospital (Mohegan Lake, NY)
- CLIENT SERVICE COORDINATOR A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a ... lives of pets and the clients we serve through client education and effective communication. Work in a fun...services + Assist incoming clients by completing the required documentation , entering all pet information and history in the… more
- Catholic Charities Family Community Services (Rochester, NY)
- ** Client Support Specialist- SORP** **Job Details** **Level** Entry **Job Location** 87 North Clinton Ave - Rochester, NY **Position Type** Per Diem **Education ... necessary appointments providing advocacy and support as needed. + Provide client assistance with grocery shopping, prescription pick-up, banking, friendly visiting,… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... and experienced program manager to join our team. The Program Management and Documentation VP will be responsible for overseeing and managing various programs and… more
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