- Truist (New York, NY)
- …Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. **Essential ... analysis, research, and presentation development. 3. Additional responsibilities on internal client management duties as specified by manager and team.… more
- TD Bank (New York, NY)
- …of heavy interaction with customer accounts and facilitating the allocation of money manager sub-accounts for client type trading for cash and repo transaction ... risk and deliver world class service to our global client base. They provide operational support and control functions...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Citigroup (New York, NY)
- …Exam (SIE), Series 7, Series 66 required **Job Family Group:** Private Client Product Services **Job Family:** Investment Manager Research **Time Type:** ... private equity and real estate opportunities for distribution to Citi Wealth's client base. The position will involve the analysis, diligence, structuring, and… more
- SitusAMC (Albany, NY)
- …specific escrow requirements. + Manage information/communication flow between Borrower and Lender/ Client along with the assigned asset manager , as necessary. ... SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a… more
- HANAC, Inc. (Astoria, NY)
- …limited to: + Review client issues + Identify the process to alleviate client issues + Work with a case manager to complete required immigration paperwork ... and other correspondence supporting applications and petitions + Researching client documents (birth certificates, police records, marriage records, etc.) and… more
- Concern For Independent Living (Middle Island, NY)
- …planning activities. + Develop training tools and techniques in coordination with case manager to address identified client needs. + Maintain all documentation ... communication skills as well as the ability to make sound judgments regarding client care. Concern Housing offers a generous benefit package which includes; Medical… more
- Truist (New York, NY)
- …May coach and mentor Analysts or Interns. 4. Additional responsibilities on internal client management duties as specified by manager and team. **Required ... Truist's full suite of products and capabilities. Additional responsibility on internal client management duties and business planning as specified by manager … more
- Stony Brook University (Stony Brook, NY)
- …accurate distribution and tracking. + Budget and Invoicing Support: Assist the Budget Manager by tracking unpaid client invoices, communicating with clients as ... ensure sufficient stock levels of essential items. Collaborate with the Business Manager to coordinate technical support for computers, printers, phones, and other… more
- Berkshire Bank (Queensbury, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual ... opportunities, including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations 40% + Coordinates CSA… more
- Cushman & Wakefield (New York, NY)
- …and quality assurance of all C&W account services and adherence to the client 's real estate standards of performance and needs * Assure integration, as applicable, ... operational activities and maintenance of effective relationships with key client contacts * Develop financial plans and specific goals...experience with at least 6 years at the Facility Manager level * Broad commercial real estate and financial… more