- TD Bank (Brooklyn, 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
- 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
- Insight Global (New York, NY)
- …clients by 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
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... the industry's best talent, with one of the best retention rates in the industry. And by applying a...an enterprise digital account to ensure the program meets client objectives and helps grow their online business. The… 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
- Citigroup (New York, NY)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment with… more
- JPMorgan Chase (New York, NY)
- …an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
- Veolia North America (Poughkeepsie, NY)
- …in driving client satisfaction initiatives, ensuring long-term relationships and contract retention . This position will have no direct reports and will report to ... the preparation of proposals, compliance documentation, and operational plans for existing client contracts. + Ensure timely and accurate delivery of all required… more
- Robert Half The Creative Group (New York, NY)
- …for a dedicated Customer Success Manager to oversee and nurture a portfolio of client accounts in New York, New York. This role involves building deep client ... results. Responsibilities: * Manage and grow a portfolio of 8-20 client accounts, ensuring long-term success and satisfaction. * Develop tailored strategies… more
- M&T Bank (Hauppauge, NY)
- …through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more