- Cushman & Wakefield (Albany, NY)
- …and analyze the supply base for diverse suppliers, supplier consolidation, and improvement in service levels for the Client Account . + Conduct all meetings ... Summary Under the direction of the Procurement Leadership, this role supports client account procurement operations, sourcing, contract management, and performs… more
- Guardian Life (New York, NY)
- …and internal partners on the following functions:_** + Advisor as Portfolio Manager : model creation, management, trading + Multi- Account /Strategy proposals and ... + Overlay and account shopping features + Account servicing - service requests with connections...within queues daily. **You have** + Knowledge of retail client onboarding/new account process, and advisory products… more
- Bank of America (East Hampton, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... at least one year experience working in the financial service industry and/or a sales environment where goals were...* Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding *… more
- BMO Financial Group (New York, NY)
- …to cross-sell and to grow share of clients' wallet. + Provides comprehensive account coverage and client development as well as actively prospects new ... BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and...returns. + Institutes cross-selling initiatives to increase ranking with client . + Uses expertise in financial markets to cultivate… more
- IQVIA (New York, NY)
- …in pricing discussions across customer account . + Serve as Project Manager for single service DM projects, including financial tracking, revenue recognition, ... + Implement proactive quality management plans across multiple projects/programs/customer account . Manage service performance and provide leadership to… more
- Metro One Loss Prevention Services Group (Rochester, NY)
- …State and Local regulations and certification requirements. Reports directly to the Region Manager for the national client , working closely with other Metro One ... an exciting career path with Metro One Loss Prevention Service Group! WE OFFER: Weekly Pay Competitive Benefits Flexible...owner and leader mentality" to establish commitment to the client and account . Job Requirements: Along with… more
- WTW (New York, NY)
- …As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan creation...Proactively advising clients and ensuring the delivery of superior client service + Playing a key role… more
- New York State Civil Service (Sherrill, NY)
- …a manner consistent with the privileges for which they are credentialed and the service needs of the client groups.* Holds periodic staff meetings and ... use of budgeted funds.Supervises and evaluates the treatment planning process for each client assigned to the Treatment Team and ensures the accomplishment of Team… more
- TD Bank (New York, NY)
- …of all systems, projects and technical interfaces to ensure a high level of service and support to the client and efficient system operation + Researches ... enabling significant business growth across the TDS franchise. Reporting to the Senior Manager of transaction banking, we are looking for a Business Systems Analysis… more
- Comerica (New York, NY)
- …specific area of expertise to include trust administration, investments or insurance in a client service capacity + 4 years of business development experience in ... services of their Financial Advisor, delivered through a customized, service -driven model. The Trust Advisor I is responsible for...Advisor I is responsible for serving as a relationship manager for a book of business by providing by… more
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