- Canon USA & Affiliates (New York, NY)
- …of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and ... records on service activity. - Effectively communicates with the client and staff. - Where appropriate, may serve as...may serve as main point of contact to the client for daily activity and participate in client… more
- Capital One (New York, NY)
- …and/or carefully understands the mechanics of the service + Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure ... Treasury Management Sales Officer (TMSO) The Treasury Management...arise + Performs timely follow-up concerning newly implemented treasury management services to ensure the client is… more
- KeyBank (Rochester, NY)
- …the bank's position in undesirable situations. + Establish and maintain direct client relationships. Attend management presentations, bank meetings and conduct ... managing risk, and ensuring a favorable experience for the client . + Effective Risk Management including Loan...experience for the client . + Effective Risk Management including Loan Documentation (experienced level) ◦ Able to… more
- NBT Bank (Syracuse, NY)
- …to customers. Education and Experience: + Minimum of 6 years of large complex treasury management client sales and management or minimum of 10 years of ... average size treasury management client sales and management . + Bachelor's degree required + MBA preferred + Certified Treasury Professional (CTP) preferred,… more
- JPMorgan Chase (New York, NY)
- …tools and resources that help our advisors be more effective and deepen client relationships aligned to the Practice Management framework. Your mission is ... and skills** + 12+ years of experience in financial services, preferably wealth management . Client -facing sales experience is a plus, + Proven track record… more
- Publicis Groupe (New York, NY)
- …+ **What you'll bring with you:** + Ability to seamlessly integrate business management , client and commercial team engagement, functional product design and ... **Overview** **How You'll Make an Impact** As the Principal Product Management of Data Activation, you will be responsible for developing, optimizing, and monetizing… more
- Bank of America (New York, NY)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... for response/resolution **Skills:** + Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management +… more
- Bank of America (New York, NY)
- …profitability and Year over Year (YoY) growth + Participates actively in the Client Management Process (CMP), focusing on client relationship development ... or equivalent **Skills:** + Account Management + Business Development + Client Management + Client Solutions Advisory + Customer and Client … more
- Generac Power Systems (Buffalo, NY)
- …schedule, and quality control. Coordinates all team bandwidth requirements with resource management . **Major Responsibilities** ** Client Management :** + ... of Engineers Contractor Quality Control Management , OSHA 30-hour safety). **Project** ** Management :** + Lead the client interface and OAC meeting including… more
- JPMorgan Chase (New York, NY)
- As a Fund Controller Asset Management Client Service division the Product Administration Team and has responsibility for supporting the overall management ... Investment Funds in addition to Canadian products including ETFs. As an Asset Management - Fund Controller - Associate you will support the Production Administration… more