- Raymond James Financial, Inc. (Clarence, NY)
- …detail oriented, ethical, passionate about clients, and dedicated to exceeding performance standards. Responsibilities include but not limited to: + Provides office ... of operational support activities (shipping, mail, etc.). + Schedules and coordinates client meetings and appointments, update scheduling spreadsheet. + Handles all … more
- Cushman & Wakefield (Albany, NY)
- …and quality of spatial and occupancy data * Recommend process improvements and performance enhancements in the use of the client space data management ... (SDM) will be responsible for day-to-day functionality of the client 's Space Management tool including data integrity of CAD...data and reporting (regular or ad hoc) for a client portfolio or set of buildings. **Job Description** **Principle… more
- LiveRamp (New York, NY)
- …technical skills to deliver thoughtful insights and presentations that inform client business decisions. To be successful, you should be data-curious, consultative, ... for marketing and media measurement use cases + Work efficiently with client data and analytics partners to define, configure, extract, aggregate, analyze, package,… more
- City National Bank (New York, NY)
- …the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship ... Works with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to… 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...This role may also be eligible for certain discretionary performance -based bonus and/or incentive compensation. Additionally, our Total Rewards… more
- PNC (New York, NY)
- …supervision. + Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the ... risk, such as regulatory, reputational, operational and credit risks. + Focuses on client opportunities by providing ideas and insights based on an understanding of… more
- Grant Thornton (New York, NY)
- …in related marketing and sales aspects of the engagements to ensure all client projects are conducted in accordance with firm standards, completed on time, and ... achieve more, confidently. Your day-to-day may include: + Assist in conducting client engagement fieldwork such as visiting the client location, investigating… more
- Bank of America (Rochester, NY)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... of America's core banking, investment solutions and approach to client care. We will equip you with everything you...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... including post meeting notes or reports + Monitor trends and key performance indicators within the business platform, such as investment flows, to generate… more
- S&P Global (New York, NY)
- …13 **Job Description** **The Team:** We are building an end-to-end client lifecycle management solution, where technology drives procedural automation and ... by financial institutions. This strategic initiative spans the entire client lifecycle-from onboarding to maintenance and offboarding-while providing seamless… more