- KPH Healthcare Services, Inc. (Syracuse, NY)
- **Overview** **Scope of Responsibilities** : The 340B Client Success Manager is responsible for maintaining and growing 340B Covered Entity relationships, and ... existing and potential 340B clients. **Job Summary:** The 340B Client Success Manager will engage with and...pharmaceutical manufacturer and distributor changes. + Responsible for a portfolio of 60+ covered entity relationships and for meeting… more
- City National Bank (New York, NY)
- …and lead the associates and foster the relationship between these associates and the portfolio manager teams. * Review and approve all asset movement requests. ... * MANAGER OPERATIONS* WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners… more
- Sharecare (Albany, NY)
- …www.sharecare.com. **Job Summary:** Effectively manage ongoing relationships with clients in portfolio . Focus of this position is to enhance and nurture existing ... relationships resulting in client retention and identification of upsell (add-on business) opportunities...their full value and search for opportunities to augment portfolio with new/add-on services + Uses technical and business… more
- Norstella (Albany, NY)
- Client Success Manager Company: Citeline Location: Remote, United States Date Posted: Sep 5, 2025 Employment Type: Full Time Job ID: R-1457 **Description** ... to smooth access from Pipeline to Patient. **The Role:** Client Success is a Global team, with approx. 70...for the renewal & retention of business within your portfolio . + Monitor and drive improvement in the health… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …specializing in accounting, finance, and consulting solutions tailored to a diverse portfolio of clients. Our standout clients are innovators and leaders in ... and unlock their full potential. Who You Are You are a seasoned Accounting Manager with a strong finance background and a passion for business operations. You'll… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** A Cash management solutions… more
- Neuberger Berman (New York, NY)
- …and meet clear deadlines + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers ... point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account… more
- Neuberger Berman (New York, NY)
- …lines is a plus + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation ... account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access + Provide… more
- Neuberger Berman (New York, NY)
- …federal regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + ** Client Support** : Offer daily ... tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting** : Provide customized reporting… more
- Bank of America (New York, NY)
- …**Job Description:** This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate ... technology adoption, and data-driven decision-making to ensure a best-in-class client experience: **Responsibilities:** + Partners with sales, portfolio … more
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