- Enhanced Protection Services (New York, NY)
- …up to determine client satisfaction, etc. + Liaise with operations and finance to vet the opportunity and secure approval for any special conditions + Liaise ... Sales Coordinator will provide essential sales operations and direct client and administrative support for the sales team. This...and the name of the sales representative or account manager managing the account + Proactively update the records… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... analytics, and insights, content and creative production, communications and strategy, finance and marketing, and sociology, psychology, and other liberal arts… more
- SMBC (New York, NY)
- …of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- S&P Global (NY)
- …specialism towards cryptocurrencies, digital assets, tokenization and decentralized finance ). Experience in index construction techniques and financial theories ... elements of the index design lifecycle; including background research, client -engagement, data gathering, back-testing and finalizing index methodologies. The role… more
- Whitney Young Health Center (Albany, NY)
- …statements in an accurate and timely manner for submission to management and Finance /Audit Committee. Reviews and signs off on all journal entries. Prepares monthly ... analysis of operations for Finance /Audit Committee and management. Attends Finance Committee...potential solutions to the attention of CFO and responsible manager . Updates policies and procedures as necessary. + Oversees… more
- SMBC (White Plains, NY)
- …of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Neuberger Berman (New York, NY)
- …Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion ... in client assets (as of March 31, 2025) across a...strategies (ie hedge funds, private equity, venture capital, specialty finance ), and ensure that all investments are reviewed in… more
- Truist (New York, NY)
- …Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. **Essential ... analysis, research, and presentation development. 3. Additional responsibilities on internal client management duties as specified by manager and team.… more
- Atria Wealth Solutions (Corning, NY)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update … more
- TD Bank (New York, NY)
- …of heavy interaction with customer accounts and facilitating the allocation of money manager sub-accounts for client type trading for cash and repo transaction ... risk and deliver world class service to our global client base. They provide operational support and control functions...role that interfaces regularly with clients, front office, technology, finance , and trade support teams + A mindset of… more