- Scotiabank (New York, NY)
- …with the team to provide customized financial solutions to clients and manage client relationships. * Contribute to the overall success of the team ensuring specific ... strategies and objectives. **What You'll Do:** _Accountabilities:_ * Champion a client centric culture leveraging broader Bank relationships, systems, and knowledge… more
- American Express Global Business Travel (Albany, NY)
- …results. + Audit files of employees' events. + Lead all aspects of documentation of negotiated savings by client . **Process Management** + Identify, develops, ... coordinates teams' sourcing and planning tasks for assigned programs, provides client and team support, conducts team trainings, and manages special projects.… more
- SHI (Albany, NY)
- …Your responsibilities include-- but are not limited to-- guiding the client from defining business objectives, through discovery and proposal generation, to ... securing client sign-off on Statements of Work. Following project launch,...position SHI services and drive the development of supporting documentation , as well as the benefits that the solution… more
- Broadridge Financial Solutions (New York, NY)
- …and will manage the product lifecycle, collaborating cross-functionally (sales, client service, operations, technology, legal, and marketing) to ensure exceptional ... client outcomes and measurable business impact. In particular, the...thought leadership initiatives. + Produce and maintain comprehensive release documentation , and deliver product enablement and training for sales… more
- Publicis Groupe (New York, NY)
- …Project Manager is responsible for the health and quality of large-scale client projects, focusing on maintaining margin, delivery efficiency and quality, risk ... with key agency partners, including but not limited to Creative, Client Services, Finance, Strategy, Data and Analytics, Media, and Technology. Experience… more
- CAMBA (Brooklyn, NY)
- …outside CAMBA. + Conduct housing search efforts for each housing ready client referred (ie, referrals to housing providers, contact landlords, search for apartment ... for a period of time after move-out to assure client stability. + Conduct initial intake and assessment of...update according to regulations. + Obtain and maintain relevant documentation and release forms from clients (ie, birth certificate,… more
- Pacific Program Management (New York, NY)
- …an internal team and vendor partners to provide complete support to the client for all project requests. The Finance Analyst delivers on medium-high complexity ... to demonstrate exceptional customer service, teamwork, and attention to detail to ensure client satisfaction. Must be able to deal with ambiguity and conflict while… more
- Publicis Groupe (New York, NY)
- …team to implement plan tactics + Responsible for accurate and thorough documentation : status reports, contact report,; Takes ownership of day-to-day tactics and ... and positive working relationships with production, creative, finance, other departments ** Client Relationship:** + Communications: Attends client meetings and… more
- Citigroup (New York, NY)
- …Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts across products, including our world-class ... Investments platform, as a part of our core client coverage team + Partner with sales teams to...account opening policies, procedures, and applications + Ensure all documentation received is current, accurate and complete. + Fulfill… more
- Bank of America (Buffalo, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business… more
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