- 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
- Cognizant (Albany, NY)
- …contributing to the sales process through a mix of RPI development, client presentations, financial modeling, pricing strategy, and flawless delivery; creating ... Consulting team is a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such as Forrester and… more
- Citigroup (New York, NY)
- …and pitch equity capital markets alternatives based on in-depth analysis of client 's existing financial instruments compared against recent market activity + ... Equity Capital Markets (ECM) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the… more
- CBRE (New York, NY)
- …group, and centralized marketing to source and manage the delivery of financial , marketing, and various client -specific data to incorporate into customized ... Client Service/Marketing Coordinator - NY Consulting & Agency...Consulting and Agency Groups are seeking an exceptionally motivated Client Services Coordinator-a hybrid marketing and administrative role-to join… more