- Raymond James Financial, Inc. (Locust Valley, NY)
- …for High Net Worth and institutional clients and prospects. + May participate in client meetings to identify client goals and tolerances. + Assists with ... developing individualized client investment strategy for Financial Advisor. + Responds to...investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment analyses… more
- Rochester Regional Health (Rochester, NY)
- …out duties as a member of the team, under the direction of the Program Manager and/or Coordinator. + Must maintain client confidentiality in accordance with the ... SUMMARY: Peer Specialists are fully integrated team members who promote client self -determination and decision making. Provide essential expertise and consultation… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. ... functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- GuideOne Insurance (New York, NY)
- …and deliver exceptional value and user experience. This role supports a multi- client , service-provider model designed to flexibly serve multiple mutual P&C insurance ... + Build and scale multi-tenant platforms to enable servicing multiple client service business units efficiently. + Champion CI/CD automation, DevOps culture,… more
- Villa of Hope (Rochester, NY)
- …TITLE: Intake Coordinator- RN/ Evening DEPARTMENT/PROGRAM: Medical Services SUPERVISOR: Nurse Manager /Health Coordinator PAY GRADE: 82 FLSA STATUS: NON EXEMPT JOB ... SUMMARY: Under the general direction of the Nurse Manager , the Intake Coordinator-RN is a Registered Nurse who...and Procedures. + Maintains confidentiality and security for all client and staff related materials and/or records. + Is… more
- Villa of Hope (Williamson, NY)
- …and experience] FLSA STATUS: Non-Exempt DEPARTMENT: OMH Group Home SUPERVISOR: Program Manager JOB SUMMARY: Under the general direction of the Program Manager ... and regulations + Maintains confidentiality & security for all client /staff related materials/records. + Exercises full compliance with the...and/or an employee's unsafe work habits to the Program Manager + Sets a good safety example for the… more
- Solvay Bank (Syracuse, NY)
- …Position Title: Reports To: Head Teller Assistant Branch Manager Branch Manager Position summary: To provide ... and co- workers in accordance with the Solvay Bank Client Service Standards. + Thoroughly understands, embraces and exhibits...actions and words. + Performs other tasks requested by supervisor/ manager as they relate to the bank and its… more
- Citizens (New York, NY)
- …strategic insights to help them get there. As a Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio ... clients/credits included in the portfolio when interacting with peers, Relationship Manager , team leader, and senior managers across departments/work teams. +… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...business cycles. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + For… more
- CDM Smith (Poughkeepsie, NY)
- …responsibilities: - With high-level goals provided, create, establish and support client relationships and lead project and technical delivery for opportunities in ... - Design systems of basic to high complexity as necessary to meet client requirements, including: HVAC systems master planning & studies; HVAC & Plumbing systems;… more