- Raymond James Financial, Inc. (New Hyde Park, NY)
- …by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with ... industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management… more
- KeyBank (East Greenbush, NY)
- …is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will ... teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively… more
- Compass Group, North America (New Hyde Park, NY)
- …Business Management or related field + 5+ years of experience in client relationship management, procurement, or operations-preferably in Grocery, Distribution, ... career. We are Canteen. **Job Summary** Are you a relationship -builder with a sharp eye for detail and a...and a passion for operational excellence? We're seeking a Client Operations Manager to serve as the key link… more
- Banc of California (New York, NY)
- …degree in Finance, Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally in a lending/credit ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our… more
- Raymond James Financial, Inc. (Clarence, NY)
- …by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available ... industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective… more
- Raymond James Financial, Inc. (Depew, NY)
- …by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available ... industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective… more
- Robert Half-Robert Half Corporate (New York, NY)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... **JOB REQUISITION** Client Solutions Manager (Technology) **LOCATION** NY MIDTOWN NEW...MIDTOWN NEW YORK **JOB DESCRIPTION** **Job Summary** As a Client Solutions Manager, your responsibilities will include: + **Business… more
- Cengage Group (New York, NY)
- …talent pipeline and upskilling services to our corporate clients, help grow the client relationship , and demonstrate the performance vital for the sales team ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- Oracle (Albany, NY)
- …on client engagements, ensuring alignment from sale through delivery. ** Client Relationship Management** + Build, manage, and expand long-term relationships ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Robert Half-Robert Half Corporate (New York, NY)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... **JOB REQUISITION** Client Solutions Manager (Marketing & Creative) Midtown **LOCATION**...MIDTOWN NEW YORK **JOB DESCRIPTION** **Job Summary** As a ** Client Solutions Manager** , your responsibilities will include: +… more