- World Insurance Associates, LLC. (Webster, NY)
- …+ This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities + ... and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created… more
- NTT America, Inc. (New York, NY)
- …track record of building trusted client partnerships. **KEY RESPONSIBILITIES** Client Relationship Management : + Serve as the **primary relationship owner** ... or related field** + **12+ years of experience** in management consulting or client -facing leadership roles within banking and financial services. + Demonstrated… more
- MUFG (New York, NY)
- …performance across global markets. This role will partner closely with senior management and global stakeholders to strengthen client engagement, improve ... the Head of GIS and collaborates with senior GCIB management and global stakeholders to drive consistent client... management and global stakeholders to drive consistent client analytics and MIS reporting for senior management… more
- CVS Health (Albany, NY)
- …Resources for Living EAP product. The position requires a background in client relationship management , business acumen in managing financial negotiations, and ... Employee Assistance Programs (EAP)** **.** **Work** **experience in** **a** **defined** ** client success/ a** **ccount management ** **role** **.** **Superior… more
- JPMorgan Chase (New York, NY)
- …the strengths of each business unit + Champion a unified approach to client relationship management , ensuring seamless referrals and consistent client ... + Foster a culture of continuous improvement, encouraging feedback and innovation in client relationship management Qualifications + 10-15 years of management… more
- Citizens (Brooklyn, NY)
- …key partners to boost client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow ... existing relationships through partnership referrals. + Tailor wealth management planning to meet client needs. +...+ Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal stakeholders… more
- KeyBank (NY)
- …+ **Direct sales and solutioning experience or equivalent** + **Experience in client escalation management ** + Strong analytical skills. Excellent problem ... fully remote. + **Hours:** 8-5pm EST **Job Summary** The Senior Client Servicing Specialist, Cross Sales will deliver consultative, cross-solutioning expertise to… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with ... industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management… more
- CDM Smith (Massena, NY)
- …team, the Client Service Leader contributes by: * Leading business development, client engagement, client service management , and strategic marketing for ... in any of our CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further… more
- Casella Waste Systems Inc. (Clifton Park, NY)
- …in Casella's business products and services as well as customer service and client relationship management \. Can effectively manage assigned customer base, take ... 2\-3 years of progressively complex experience in the customer service and client relationship management field\. Demonstrates knowledge and competence in… more