- GardaWorld (Syracuse, NY)
- …customer service and security personnel is present to meet and exceed the client 's financial and operational goals during an assigned shift. Essential Functions ... maintained appropriately. + Develop and maintain effective relationships with client and employees and serve as the liaison between...employees and serve as the liaison between GardaWorld, our client , and our assigned staff + Assist in the… more
- M&T Bank (Buffalo, NY)
- …Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor. + Accept orders for securities transactions ... **Overview:** Provides administrative and sales support to Registered Representatives ( Financial Advisors) to a designated branch and/or region. **Primary… more
- Helio Health Inc. (Syracuse, NY)
- …administrative staff to coordinate patient admissions. + Monitor and manage the client financial process, including insurance verification, first step of ... access process, ensuring efficient and effective patient registration and financial information collection across outpatient, residential and inpatient programs.… more
- Publicis Groupe (New York, NY)
- …delivers clear messaging in front of large Executive-Level group audiences + Aligns Client operational and financial requirements with optimal Deal Structure in ... across multiple collaborators to inspire a "shared vision" for the combined Client and Razorfish project team. **Responsibilities** + Runs an increasingly larger and… more
- CIBC (New York, NY)
- …Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Client Service, Finance, Financial Markets Analysis, Financial ... efficiency and maximizing loan portfolio profitability. + Analysis of the financial markets generally and loan markets specifically, financing trends, deal database… more
- Banco Popular Puerto Rico (Bronx, NY)
- …clients by listening and uncovering their needs to gain in-depth knowledge of client 's financial life priorities and provide the products/services that are most ... this time ABOUT US Popular is Puerto Rico's leading financial institution and have been evolving since it was...corporation that offer a wide variety of services and financial solutions to our customers, with presence in the… 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
- Sedgwick (Buffalo, NY)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Manager, Client Services | SIU **PRIMARY PURPOSE** ... : To manage accounts of multiple client service programs or single large national program; to...service programs or single large national program; to maintain client , client broker and key vendor relationships;… more
- Tompkins Community Bank (Pittsford, NY)
- …The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client 's goals and values. The ... across wealth management disciplines (investment, banking, trust, insurance).. + Deliver personalized financial planning by uncovering client goals, values, and … more
- Publicis Groupe (New York, NY)
- …solution-oriented approach are essential in this fast-paced environment. **Responsibilities** + ** Financial Oversight & Reporting:** + Manage client financials ... for our clients, and to do it all with #phmlove. **Overview** The **VP, Client Operations** will oversee operational efforts for a client business, ensuring… more