- Bank of America (New York, NY)
- …investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists ... with enterprise Specialists to ensure full scope of the client 's wealth needs are met. + Partner with local Merrill Market Executives to deliver value add… more
- Publicis Groupe (New York, NY)
- …of accurate traffic workbooks + Represents the interests of cross-functional teams in client and agency partner meetings where those teams are absent + ... in a plan + Proactively self-educates on PHM, Publicis Groupe, and client business functions, capabilities, tools, and processes **Strategy & Account Management** +… more
- Travelers Insurance Company (Melville, NY)
- …on file handling strategies. + Build and maintain strong internal and external client and business partner relationships. + Provide advice and training to ... while maintaining a local focus, positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and… more
- Truist (New York, NY)
- …goals. 7. Facilitate and drive project meetings with senior business leaders and client , product, business partner SMEs. 8. Develop, guide, and mentor less ... are not mentioned below. Specific activities may change from time to time. 1. Partner with line of business and business unit leaders to develop business strategy… more
- Travelers Insurance Company (Melville, NY)
- …on file handling strategy. + Build and maintain strong internal and external client and business partner relationships. + Fully and effectively utilize available ... while maintaining a local focus, positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and… more
- The Millennium Group (New York, NY)
- …service volumes and prepare accurate monthly and quarterly operational reports. + Partner with client leadership to address concerns, recommend solutions, and ... and locations, ensuring all Service Level Agreements (SLAs), quality standards, and client objectives are consistently met. This role provides leadership to on-site… more
- Insight Global (New York, NY)
- … servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...as the central point of contact, responsible for providing client service & developing the relationship to achieve greater… more
- EXOS (New York, NY)
- …day-to-day contact for client operations, maintaining proactive communication to ensure client goals are consistently met. + Partner with the client ... excellence and growth. In this management role, you'll oversee client programs, guide and support staff, and drive program...If you're passionate about leadership in coaching, committed to client success, and ready to make a lasting impact,… more
- Compass Group, North America (NY)
- …renewals/extensions. + Survey existing accounts for resident satisfaction opportunities and partner with client teams through monthly promotions and product ... the assigned system. They will work closely with unit managers and client teams. The System Resident Relations Manager will monitor ongoing system/account resident… more
- Fluent (New York, NY)
- …skills. Candidates should be comfortable positioning themselves as a long-term partner in client planning-not simply an order-taker reacting to ... stakeholders, from prospecting to close + Position Fluent as a strategic partner within client organizations, ensuring inclusion in early-stage planning… more