- MarketSource (Cortland, NY)
- …for selling, training, marketing, promoting, advertising and demonstrating client products to consumers through in-store interactive activities. Essential ... * Gains and maintains a sound knowledge of specific client products * Professionally represents MarketSource and it clients...following: + Medical, dental & vision + 401(k)/Roth + Insurance (Basic/Supplemental Life & AD&D) + Short and long-term… more
- Kestra Financial (Wappingers Falls, NY)
- …services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities ... + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and...not limited to: equities, bonds, options, mutual funds, annuities, insurance , and managed accounts + Previous experience in the… more
- Citigroup (New York, NY)
- …team, with responsibilities related to both investment management and client service functions. **Responsibilities:** + Daily portfolio management of model/custom ... design, and implementation of portfolio and risk guidelines + On-site prospect/ client interactions, client maintenance, and support of sales/marketing… more
- Pixalate, Inc. (New York, NY)
- …of the digital landscape to establish and maintain active relationships with client accounts. This role is currently remote but may require occasional travel ... meet with clients. RESPONSIBILITIES + Managing the complete lifecycle of client accounts, including onboarding, training, customer support, subscription renewals and… more
- Fiserv (Albany, NY)
- …a portfolio of clients in the FI Acquiring vertical. By understanding the client 's business, goals, strategies, and industry trends, you will help them leverage ... initiatives to grow their business. This role is focused on deepening client relationships and generating new demand, revenue, profit margin, and retention for… more
- Citigroup (New York, NY)
- …requires a deep understanding of the payments landscape, technical proficiency, and strong client engagement skills. This individual will need to be fluent in the ... Card businesses + **Technical Bridge:** Translating technical product aspects into client -friendly language and ensuring solutions meet client requirements. +… more
- CoStar Realty Information, Inc. (NY)
- …At CoStar, we combine cutting-edge innovation with a relentless focus on client success. You'll thrive in a high-performance culture that embraces ambition, fosters ... for commercial real estate lenders and financial institutions. + ** Client Relationship Management:** Build and maintain strong, long-term relationships with… more
- REMOVERY LLC (Bay Shore, NY)
- …Tattoo Removal Associate - Sales Consultant, where you'll provide exceptional client education through consultative sales. Reporting to a Regional Manager, you'll ... collaborate with in-studio Laser Associates to deliver a holistic client experience. We value reliability, ambition, and a genuine...with generous Company Match + $50k company-paid group life insurance with option to upgrade and purchase short or… more
- Robert Half Finance & Accounting (New York, NY)
- …a passion for precision and performance? Do you thrive in a dynamic, client -focused environment where attention to detail and collaboration are key? Our client ... role you will play a critical role in maintaining the integrity of client investment data and reporting. Using tools like Black Diamond, Fidelity Wealthscape, and… more
- ADP (New York, NY)
- …Integrations, etc.) in a way that solves the unique business challenges for each client . You will spend your day working with project teams to ensure our suite ... troubleshooting. You will continue to develop your skills in consulting, leadership, client relationships, and the knowledge of our products by taking training… more