- University of Rochester (Rochester, NY)
- …II is responsible for the accurate and timely posting of patient and client payments to individual patient accounts, research of unidentified payments and balancing ... and coordinate activities of peers as directed by Operations Supervisor and Manager . Machines and Equipment Used: Standard office equipment, including but not… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …+ Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + ... + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. +… more
- JPMorgan Chase (New York, NY)
- …understand their client base, identify opportunities for new business growth and retention , and prepare for and participate in client meetings primarily in ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources… more
- Publicis Groupe (New York, NY)
- …Client Responsibilities:** * Interaction with client , begin ownership of client communication or relationship (except when no manager is present) ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...the industry's best talent, with one of the best retention rates in the industry. And by applying a… more
- Compass Group, North America (Rochester, NY)
- …culinary specialty team's approach to the new business opening planning and launch activities. Client retention is also a critical responsibility of this role - ... to participating in new business sales presentations and internal client and board leadership. + ServSafe Manager ...internal client and board leadership. + ServSafe Manager Certification required. + Certified Dietary Manager … more
- 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 (Mineola, NY)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- TD Bank (Middle Village, 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
- Citigroup (New York, NY)
- …a consistent and highly effective TTS model to focus on 1) New Client Conversion, 2) Incoming Subsidiary and Corridor Flow Capture and 3) Technical Expertise ... while helping to directionally support North America deliver on the ambitious client growth goals. Citi's Services division offers the industry's most comprehensive… 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