- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and record keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and… more
- Guidehouse (New York, NY)
- …problem solving and business growth + ble oversee large, complex, multi-work stream, client service delivery teams ($5M+) or manage multiple projects to ensure ... society. We act as partners with our clients and industry : we work hand-in-hand with clients to develop and...values and respects its employees and clients. As a Partner , you will be responsible for sustaining and growing… more
- Charles Schwab (Huntington Station, NY)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. This position is part of the Branch Network which is primarily ... In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management… more
- Amazon (New York, NY)
- …we are growing with a seemingly endless range of new opportunities. As a Measurement Partner Manager, you are responsible for the client delivery of some of the ... Sales. - Provide onboarding support, education, continuous product usage consultation, and industry best practices to ensure client success Basic Qualifications… more
- Tiffany & Co. (New York, NY)
- …in partnership with Data & Analytics + Ensure consistent collaboration with the CRM, Client Service and eCommerce teams to reflect an omnichannel view of the ... Team strives to offer our clients personal attention and service - bridging store and digital experiences to provide...+ In partnership with Data & Analytics, determine where client growth will be fed from and partner… more
- Cognizant (New York, NY)
- Cognizant Moment Experience Partner for Banking & Financial Services Senior Manager - Remote role Job summary Experience Partner Banking and Capital Markets The ... and Account Servicing for Cognizant Moment. Their purpose is to understand client needs activate Cognizant Moment and related capabilities to solution against … more
- JPMorgan Chase (New York, NY)
- …and provides subject matter expertise to clients both internal and external. As a Client Service Associate within the Equity Derivatives Middle Office team , you ... JP Morgan's Equity Derivatives Business is a complex business, serving multiple client bases including hedge funds, corporations and private bank clients, to provide… more
- Microsoft Corporation (New York, NY)
- … Partner Sales Executive (PSE). + Providing targeted solutions and ongoing service and support, delivering industry -leading Service Level Agreements ... advertising) + OR equivalent experience. + Experience working in a partner ecosystem. Advertising Client Success IC3 - The typical base pay range for this… more
- Storyful (New York, NY)
- …the nuances of social and digital media intelligence.** **Role Overview: New Business & Client Partner Executive** **The Account Director plays a pivotal role in ... leverage data to provide plans based on business and communications goals.** + ** Client Partner Relationships:** **Leverage client management experience to… more
- Paychex (Rochester, NY)
- …Overview Under a minimal level of guidance and direction, provides customer service for multiple Paychex products. Ensures good customer relations are maintained and ... procedures. Proactively educates and informs clients, and initiates improvements based on client feedback. Has in-depth knowledge of at least one Paychex product.… more