- CVS Health (Albany, NY)
- …Resources for Living EAP product. The position requires a background in client relationship management, business acumen in managing financial negotiations, and ... mindset. The primary success metrics for this role will be client retention, customer satisfaction, and profitable growth. **P** **RIMARY RESPONSIBILITIES** +… more
- KeyBank (Cortlandt Manor, 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 - focusing on client acquisition and deepening the relationship of...focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external… more
- Cushman & Wakefield (Albany, NY)
- …bid review * Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision ... * Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning * Support or lead responses… more
- 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