- Citigroup (New York, NY)
- …is responsible for managing a portfolio of existing Depositary Receipt (DR) client relationships. This role demands a profound understanding of the Depositary ... including DR mechanics, regulations, global capital markets, and best practices in client servicing. The Account Manager serves as the primary point of contact… more
- Compass Group, North America (New York, NY)
- …current operation and shaping the growth trajectory of Compass' partnership with a large technology client . You will be a key partner to the client team and ... all operations (including strategy, program development, governance, financial management, retention and growth, new business mobilization) and defining /… more
- TD Bank (Flushing, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive… more
- Ankura (New York, NY)
- …innovative approach, leveraging data, technology, and analytical thought to address complex client issues. We pride ourselves on a unique combination of technical ... dynamic team. This role will s erve as the client 's point of contact and Bright Labs' day-to-day leader...ensuring that clients understand the implications of on-going data retention relative to their company's policies. + Provide clients… more
- City National Bank (New York, NY)
- …as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own... and expansion of existing relationships in their own client portfolio and will actively work with other areas… more
- City of New York (New York, NY)
- …adults and children. DHS's portfolio covers approximately 4M square feet. The Client Responsibility Office is a highly specialized unit within the Department of ... Homeless. The Client Responsibility Office exists to help the agency meet...during the entirety of each six-month period listed here: * RETENTION BONUS* - April 1, 2024 - September 30,… more
- Citigroup (New York, NY)
- …area are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core ... client coverage team + Partner with sales teams to...include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- Publicis Groupe (New York, NY)
- …This role reports into the Vice President, Analytics. **Responsibilities** ** Client Leadership & Business Development** + Create professional relationships with ... the members of your internal and client team(s) + Being responsible for the level of...and internal shifts. + Participate in talent recruiting and retention efforts, focusing on upskilling the team to address… more
- GMHC (New York, NY)
- …and point of contact, providing person-centered support that promotes housing retention and overall well-being. This role involves close collaboration with internal ... Intake & Assessment: + Collaborate with HRA to verify client eligibility and ensure enrollment in GMHC services. +...and conduct at least one monthly home visit per client to assess housing stability and provide case management… more