- KeyBank (Tarrytown, NY)
- …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as ... Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and...input + Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and… more
- Bank of America (New York, NY)
- …the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance , new products, ... Relationship Manager (EGP) NEW YORK, New York **To proceed...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- World Insurance Associates, LLC. (Syosset, NY)
- …change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data management ... In addition to the work, you do with your manager daily, you'll have the opportunity to participate in...opportunity to learn how World helps clients improve financial performance while protecting them from risk exposure. + You… more
- TD Bank (New York, NY)
- …skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager , as well as access to an online ... to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate...+ Work on projects as directed by Sales and Client Service teams to further develop and support growth… more
- GMHC (New York, NY)
- …Housing Job Type Full-time Description TheHousing Substance Use (SU) Case Manager (CASAC)provides client -centered substance use counseling and case management ... Housing Substance Use Case Manager WFH Flexible * New York, NY (http://maps.google.com/maps?q=New+York+NY+USA+10018)...The following duties are mandatory requirements of the job: Client Engagement & Support + Caseload Management: Maintain a… more
- GMHC (New York, NY)
- Intake Case Manager WFH Flexible * New York, NY (http://maps.google.com/maps?q=New+York+NY+USA+10018) * Supportive Housing Job Type Full-time Description TheIntake ... caseload of up to 25 clients, the Intake Case Manager serves as a consistent advocate and point of...Intake & Assessment: + Collaborate with HRA to verify client eligibility and ensure enrollment in GMHC services. +… more
- HCR Home Care (Canton, NY)
- Salary Range: $23.00 - $26.00 Hourly Role and Responsibilities Provide collaborative, client -centered support to Health Home Program clients using the development of ... Program. This position is designated as a higher-skilled Care Manager , capable of exceeding the basic tenants of care...Functions + Actively and progressively care manage an enrolled client caseload as determined by Agency guidelines . Develop… more
- City National Bank (New York, NY)
- *Portfolio Manager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the ... to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This… more
- City National Bank (New York, NY)
- *PORTFOLIO MANAGER III - Nonprofit & Institutional Banking* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the *Nonprofit and Institutional Banking* ... model that emphasizes risk management, cross-functional collaboration, and long-term client partnerships. * Provide comprehensive credit recommendations and presentations… more
- Capital One (New York, NY)
- Senior Tech Audit Manager - Global Payment Network Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance ... Capital One is seeking an energetic, self-motivated Technology Senior Manager with experience evaluating and analyzing technology and cybersecurity risks… more