- TD Bank (Hicksville, 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
- City National Bank (New York, NY)
- …product/service information and supporting the line unit's business development and client retention efforts. * May attend regional/banking office meetings ... to clients concerning product usage and functionality and ensuring client satisfaction. WHAT WILL YOU DO? * Assists the...and/or delivery of treasury management services to the appropriate manager . * Complies fully with all Bank Operational and… more
- Bowery Residents Committee (Manhattan, NY)
- …provide program orientation, and conduct facility tours. + Develop initiatives to improve client retention and engagement. + Support clients in their transition ... Job Summary: We are seeking a dedicated and client -centered Clinical Intake Coordinator to join our team....and program success. + Serve as the senior on-site manager on Sundays and as needed during the week.… more
- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the following primary components:… more
- KeyBank (Tarrytown, NY)
- …community leadership through active participation on boards and professional organizations. ** Client Servicing and Retention ** + Responsible for engaging ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW)...Manager to ensure that a complete and positive client experience is achieved and maintained. + Responsible for… more
- Publicis Groupe (New York, NY)
- …+ Actively manages client care strategies + Builds strong client relationships **Management Responsibilities:** + Accountable for manager and associate ... 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
- Citigroup (Queens, 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
- Publicis Groupe (New York, NY)
- …marketable skills. You'll chip in directly to Epsilon's overall goals by ensuring client satisfaction and retention , which are critical to our continued growth. ... successful implementation and activation of digital media campaigns. Ensuring client happiness and dedication is key in achieving ...making your role crucial. This role reports to a manager within the digital media team and will involve… more
- BMO Financial Group (New York, NY)
- …are structured to meet client needs. + Manages high-value client portfolios, driving cross-selling, retention , and profitability. + Implements cross-selling ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- TD Bank (West Babylon, 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