- S&P Global (New York, NY)
- …making informed decisions that enhance our effectiveness. Collaboration and a client -centric approach are fundamental to our culture, enabling us to work ... and innovative leader, with an Investment Bank / Capital Markets Operations, Client Onboarding background, to drive engagement and business success across our… 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
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth ... investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a trusted… more
- Capgemini (NY)
- …the Americas and globally. + Understands the key influencers within the client organization, quickly identifies client culture and decision-making process, and ... balances professional manner to suit client requirements + Works cross collaboratively with our solutions...of Capgemini's business lines and across all of the client 's functional areas, to bring the full suite of… more
- Sedgwick (Albany, NY)
- …Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services SME - UR/Pharmacy **PRIMARY PURPOSE** : To determine account management ... strategies related to client service plans; to be responsible for retention of...and experience required to include two (2) years account manager experience or five (5) years adjuster experience including… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- Concern For Independent Living (Hempstead, NY)
- …and crisis intervention support as needed. + Collaborates with the Medication Manager regarding client + concerns or issues with medication regimens/management. ... + Collaborates with Counselor regarding client concerns or issues with unit maintenance or other...well as the ability to make sound judgments regarding client care. Concern Housing offers a generous benefit package… more
- Comunilife (Brooklyn, NY)
- …to evaluate physical and mental health behaviors. In collaboration with a case manager and client , develop service plans to identify mutually agreed upon ... Dona Rosita II Residence.The Substance Abuse Counselor determines the client 's needs for counseling and rehabilitation. Responsibilities include assessments,… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** EPOCH LLC **Job Description:** The VP, Client Portfolio Management (CPM) acts as a central point person to manage the ... interaction between the client -facing team and the investment team, for one or...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
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