- Compass Group, North America (New Hyde Park, NY)
- …eye for detail and a passion for operational excellence? We're looking for a ** Client Operations Manager** to serve as the vital link between our company and key ... dynamic role, you'll manage everything from product procurement and inventory to client communication and strategic reporting. You'll be the go-to expert for… more
- AON (NY)
- Aon is looking for a Private Client Producer! As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... based on your local networks, connections, and communities, and focus on developing client and referral opportunities in our High Net Worth- Private Client … more
- KeyBank (Schenectady, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products ... advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, schedule and… more
- WTW (New York, NY)
- …having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support ... external clients under the direction of senior colleagues. External client facing responsibilities expected to be up to 30%...contact for your clients in all aspects of their insurance program, any claims, wording, coverage or industry news… more
- US Bank (New York, NY)
- …and discover what you excel at-all from Day One. **Job Description** **Institutional Client Group Overview** The Institutional Client Group (ICG) serves a broad ... services. Analysts in this group play a critical role in supporting client coverage teams by analyzing financial data, identifying opportunities, and helping deliver… more
- VCA Animal Hospitals (Latham, NY)
- ** Client Service Supervisor** VCA Shaker Animal Hospital is seeking a highly experienced Client Service Professional to join our leadership team as Client ... Service Supervisor. Under direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex… more
- Cayuse Holdings (Albany, NY)
- …**_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs ... on building long-term, trusting relationships with our key clients, evaluating client priorities while aligning their interests and Cayuse's capabilities for the… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- CIBC (New York, NY)
- …You'll work in a fast- paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist, you'll be the first ... to their digital banking needs. You'll deepen relationships by understanding the client 's needs and quickly resolving issues or problems. You'll proactively identify… more