- Project Renewal, Inc. (New York, NY)
- …the Finance Department and Program Director. Maintain filing systems related to client financial records, petty cash transactions, check requests, and purchase ... arears and assist Case Manager with the development of repayment plans with client . + Conduct client banking on a weekly basis, or as required. + Manage all… more
- Sharecare (Albany, NY)
- …+ Responsible for tracking add-on opportunities in Salesforce along with updated financial information. + Participate in client strategy and revenue goals ... is to enhance and nurture existing relationships resulting in client retention and identification of upsell (add-on business) opportunities... SLAs + Understand and report up to date financial standing of services and Interprets data and make… more
- Schwarzman Animal Medical Center (New York, NY)
- …and check out. + Schedule rechecks appointments using Cornerstone. + Handle all financial transactions and reconcile client files as needed - including auditing ... As a Practice Client Services Representative (PCSR) at the Schwarzman Animal...invoices prior to clients/patients checking out. Reconcile financial transactions each day. + Assist in the dispensing… more
- Schwarzman Animal Medical Center (New York, NY)
- …follow-up, reschedule, and cancel patient appointments using Cornerstone. + Handle all financial transactions and reconcile client files as needed - including ... As a Client Services Representative (CSR) at the Animal Medical...prior to clients/patients discharging from the hospital; Reconcile the financial transactions each day - including end of day… more
- Guardian Life (New York, NY)
- …customer outcomes and satisfaction, optimize productivity and strongly contribute to the financial performance of our client portfolio. **You will:** + Build ... As Head of Client Management (HCM), you will lead the strategic...and provide thought leadership. + Strong analytic skills and financial skills with a demonstrated track record in execution.… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- SMBC (New York, NY)
- …and Skills** Qualifications and Skills * BAJBS or equivalent experience * 5+ years of client facing role at a major financial institution. * Strong knowledge and ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- Motion Recruitment Partners (Albany, NY)
- …current state systems environment as well as experience supporting migrations between client financial systems. + Deliver accelerators specifically for S4 HANA ... years of progressive, relevant experience. **Desired Skills & Experience:** + Prior client ERP Experience + SME level experience in Order-to-Cash (O2C) well versed… more
- BMO Financial Group (New York, NY)
- …penetration and returns. + Institutes cross-selling initiatives to increase ranking with client . + Uses expertise in financial markets to cultivate relationships ... leads and other sources. + Develops and/or facilitates development of client -focused solutions based on financial expertise, organizational, technical,… more
- CBRE (New York, NY)
- …visible and engaged leader with full ownership of sector performance, including financial results, client satisfaction, and talent development. The OMED drives ... Demonstrated experience in managing large, complex portfolios and driving significant financial results. + Extensive experience in client relationship… more