- HCR Home Care (East Syracuse, NY)
- …Detail oriented and able to work in a fast-paced environment . Work Environment The Client Relationship Specialist is primarily in an office setting and may be ... a description of the physical requirements on a daily basis for the Client Relationship Specialist. While performing the duties of the job the employee is… more
- Chemung Canal Trust Company (Corning, NY)
- …uncovering additional sales opportunities. + Confidently uses needs based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze ... clients after new accounts are opened to deepen the relationship . + Demonstrates a high level of courtesy and...regulatory procedures to ensure the safety and security of client bank assets. + Assists with new staff member… more
- City National Bank (New York, NY)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship... client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue… more
- City National Bank (New York, NY)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- City National Bank (New York, NY)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- City National Bank (Melville, NY)
- …Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- BlackRock (New York, NY)
- …As a Director on the FIG team, you will be a leader within a client -facing relationship management team with a deep understanding of industry trends, client ... bespoke investment solutions, advisory, and analysis to our sophisticated client base. The group is one of the industry's...Minimum of 10+ years of experience in sales / relationship management, or a related field within the financial… more
- TD Bank (New York, NY)
- …PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members ( ... **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship... Client Specialist I acts as sales and relationship support for Relationship Managers and Investment… more
- Casella Waste Systems Inc. (Clifton Park, NY)
- …in Casella's business products and services as well as customer service and client relationship management\. Can effectively manage assigned customer base, take ... 2\-3 years of progressively complex experience in the customer service and client relationship management field\. Demonstrates knowledge and competence in… more
- Acxiom (Albany, NY)
- …new business, up-sell, and cross-sell opportunities. + Develops and improves client relationship across the organization including the marketing, business ... The Client Partner - Enterprise Account role serves as...client , stakeholders, IPG organizations or external partners. Strong relationship -building skills excel in establishing rapport, trust, and mutual… more