- TD Bank (New York, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers… more
- Bank of America (Utica, NY)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... in the banking/financial industry + 1+ years of experience working in a client service capacity **Skills:** + Attention to Detail + Customer Service … more
- Coinbase (Albany, NY)
- …specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional ... reporting, allocations, cold storage, and wallet management. * Deliver direct client service and support to institutional clients through phone, email, and video… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the… more
- City National Bank (New York, NY)
- …and personnel policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies and escalates exception ... TO SUCCED? * * Minimum 12+ years experience in commercial/middle market banking client service , operations or relationship management support required * Minimum… more
- Paylocity (Rochester, NY)
- …a SME in the Paylocity Benefits platform as you grow with our team. The Benefits Client Service Representative will act as the primary point of contact for an ... Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability,… more
- Tiffany & Co. (Queens, NY)
- …the purpose of brand loyalty. Consistently strive to attain the highest percentile of quality client service by resolving client issues in a professional and ... The Client Care Representative (CR) must be able to...and accurate manner while offering the highest level of service to all customers. Meet productivity requirements based on… more
- AECOM (New York, NY)
- … Client Account Management (CAM) program and leveraging it to enable excellence in client service and growth. This is a hybrid-workplace role that can be ... these services to mature our CAM program, drive excellence across the firm in client service , and to achieve growth. + Promoting a culture where employees at all… more
- EFI Global (New York, NY)
- …love to connect with you. **PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client ... client retention. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Performs client renewal and Client Service ...and RESPONSIBILITIES** + Performs client renewal and Client Service Instruction preparation for assigned clients.… more
- EFI Global (Albany, NY)
- …we want to hear from you. **PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client , ... client retention. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Performs client renewal and Client Service ...and RESPONSIBILITIES** + Performs client renewal and Client Service Instruction preparation for assigned clients.… more