- 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
- Fortive Corporation (New York, NY)
- …construction line item proposals + Ability to train contractors in Gordian software, client procedure and assist in client contract bidding + Communicate clearly ... multiple accounts; develop positive working relationships with all customers. + Drive client retention, renewals, upsells and client satisfaction. + Work closely… more
- IQVIA (New York, NY)
- …in life sciences consulting. You'll have the opportunity to address challenging client issues, across multiple geographies with a hands-on influence in delivering ... PCS team, you will primarily focus within the following core areas: client /project leadership, business development, and operational leadership roles. The goal is to… more
- WTW (New York, NY)
- **Description** As a Health and Benefits Director, you will lead client engagements involving the design and management of the full array of health and benefits ... management of their health and benefits programs. Responsibilities include: + Leading the client service team in the design and delivery of project plans; ensuring… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate,...your compensation is directly tied to your effort and performance . We offer a competitive base salary plus commissions,… more
- Comunilife (Queens, NY)
- …a client 's health so requires. + Provide regular supervision of the staff performance in the provision of client services. + Maintain all documents necessary ... and evaluate assigned Case Management staff. + Ensure every client is receiving all identified services. + Coordinate and...minimum) to ensure that services are appropriate for the client 's current needs. + Conduct initial and annual psychosocial… more
- Synchrony (New York, NY)
- …and increase customer retention + Conduct analysis of product and channel performance to uncover insights that inform critical decision-making to drive profitable ... Implement and automate data visualization tools to measure and diagnose portfolio performance that allow stakeholders to understand trajectory of KPIs to enable… more