- Bank of America (Albany, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- BMO Financial Group (New York, NY)
- … client portfolio and business needs. + Reviews and continually monitors performance of existing accounts and client relationships. + Conducts due diligence ... Markets platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Operates as key… more
- Bank of America (Brooklyn, NY)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Bank of America (New York, NY)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue… more
- Bank of America (New York, NY)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- CVS Health (Amherst, NY)
- …contract and performance guarantees. + Collaborates with team members new client implementation to manage the integration of client 's and Meritain's internal ... with C-suite level individuals. + Monitoring and reporting results of Performance Guarantees. **Preferred Qualifications** + Previous Client Management… more
- Bank of America (Brooklyn, NY)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- AIG (New York, NY)
- …to know The Multinational Zonal Leader is responsible for the overall management and performance of the US Northeast Zone multinational portfolio. + Manage a team of ... Multinational Client Executives and Multinational Client Coordinators in...process. + Ensure that all service level standards and performance metrics are met on assigned portfolio and improve… more
- Jacobs (New York, NY)
- …the world for good. Your impact Jacobs is seeking a Senior Water/Wastewater Program Manager to lead and manage services provided by the Program Management team in ... from initiation to completion and start-up. You will be responsible for the performance of the scope of the Program Management Consultant, with the support of… more
- CAMBA (Queens, NY)
- …admitted clients receive social service intake with 48 hours of assignment to case manager . + Monitor and track client intakes and move-outs utilizing DHS ... and submitted to DHS. + Review and update ACS client rosters. + Meet with community agencies to assist...Work with staff to set and achieve realistic monthly performance targets in accordance with contract requirements (such as… more