- Kestra Financial (Wappingers Falls, NY)
- …of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. This is a full-time, ... Falls five days per week. Essential Duties and Responsibilities + Supports Lead Advisor, including managing client needs regarding service, asset allocation,… more
- CBRE (New York, NY)
- …seeking a driven Business Development Manager to support business development and client acquisition within our Energy Procurement Services team. This role combines ... proactive outreach, lead generation, and deal coordination to build and advance...leads and external referrals, conducting discovery conversations to understand client energy challenges and procurement needs; assess opportunity fit… more
- JPMorgan Chase (New York, NY)
- …the Markets organization. This includes designing and optimizing processes for lead management, opportunity tracking, client onboarding, sales pipeline ... responsibilities:** + **Workflow Design:** Develop and refine CRM workflows for lead generation, sales pipeline management, client onboarding, and post-trade… more
- Wells Fargo (Long Island City, NY)
- …escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center ... resolve complex issues related to work allocation, and daily operations + Lead or participate in research...training, recognition, engagement, and development of new and existing Client Associates within designated markets + Lead … more
- Fooda (New York, NY)
- …is seeking an Account Manager - Pantry, based in New York, to manage the client and operator relationships as well as the Pantry daily operations , including ... in the New York City office, plus visits to client locations. What You'll Be Doing: + Act as...role + Experience managing retail food service, other retail operations or Pantry services (office coffee, beverages, snacks) preferred… more
- Huron Consulting Group (New York, NY)
- …engagements and shaping outcomes. As a Manager, you will serve as a day-to-day client lead , oversee project teams, and drive complex financial analyses from ... the rapidly changing healthcare environment and optimize existing business operations , improve clinical outcomes, create a more consumer-centric healthcare… more
- WSP USA (Valhalla, NY)
- …through operations and maintenance, with a strong focus on client satisfaction and technical excellence. This position will primarily support projects in ... time, scope, and communication details to ensure projects meet schedule and client expectations. + Stay current with emerging technologies, industry best practices,… more
- KeyBank (Poughkeepsie, NY)
- …risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations including assisting ... and recommend strategies. + Understanding and managing risks associated with banking operations and client transactions. + Strong verbal and non-verbal… more
- Publicis Groupe (New York, NY)
- …complex data or messages in clear, succinct, compelling manner to clients + Lead role in ensuring timely, accurate client documentation & correspondence ... effective, and profitable manner. Builds and maintains positive, lasting client relationships. Ensures high quality agency output. **Responsibilities** **Agency … more
- CBRE (New York, NY)
- …contribute and comprehensively manage the fulfilment of our commitment to this Global client . Through the development and execution of an Account Business Plan, the ... relations as part of developing strategic plans that ultimately improve the client 's business, utilizing the full breadth of products and capabilities of GWS.… more