- H&R Block (Flushing, NY)
- …for recording and reporting financial information related to an H&R Block client 's business activity. Maintains client 's books in accordance with policy ... system. Identifies issues with current process and notifies management and business client of concerns and potential solutions. A Typical Day + Receives operational… more
- American Express Global Business Travel (Albany, NY)
- …inclusive and collaborative culture where your voice is valued. Function as the primary client liaison and lead for assigned Tier 1 programs that feature high levels ... event expertise. Negotiate critical program components based on knowledge of client requirements from initial request through contract completion and turnover; this… more
- Citigroup (New York, NY)
- …on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals to ... new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Citigroup (New York, NY)
- …performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client inquiries + Provide day to ... such as account opening and closing, loan disbursals, etc. + Client /prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and… more
- WTW (New York, NY)
- …Solutions will spearhead the global commercial strategy, driving growth and ensuring client satisfaction for WTW's Global Banking and Financial Services (GFS) Study ... will lead a global team to enhance business development efforts, optimize client relationships, and align organizational goals with market demands. As the Global… more
- Berkshire Bank (New Lebanon, NY)
- …opportunities, including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations 40% + Coordinates CSA ... resolve more complex transactions, correct errors, and in assist with difficult client requests. + Provides significant input for the preparation of CSAs performance… more
- CVS Health (Albany, NY)
- …every day. **POSITION SUMMARY** This position is fully dedicated to GLOBAL VIP CLIENT . The ideal candidate will assist the Senior Network Manager in managing ... service experience. The candidate will provide concierge-level service to GLOBAL VIP CLIENT members by ensuring timely network access and proactive management of… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Tiffany & Co. (New York, NY)
- …hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client ... and an entrepreneurial spirit is prevalent in the make-up of every Client Advisor. Developing client relationships, mentoring peers, and exceeding sales… more
- Tiffany & Co. (New York, NY)
- …mentor, a coach, and who acts as a Guest Experience Manager, ensuring unsurpassed client service. **As a Team Manager you will:** + Effectively coach, guide and ... and/or operations of a Tiffany store to orchestrate the client experience that will lead to meeting and/or exceeding...We also offer competitive pay, medical, dental, and vision insurance , 401(k) plans with company match, paid time off,… more