- 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
- City National Bank (New York, NY)
- …treasury management client proposals. Responsible for completion and submission of client service agreements and ensures that all services are properly ... and prospect base. Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make… more
- Bank of America (New York, NY)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were...Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management +… 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
- PNC (New York, NY)
- …Description** + Develops and executes a business plan with emphasis on client development and increasing business with existing clients. Leads and directs ... with transactors, sales team, relationship managers, traders and other internal service partners to originate and structure capital markets solutions. Drives… more
- SHI (Albany, NY)
- …Cybersecurity Solutions Architect has a primary responsibility of aligning SHI client needs with security architecture, consulting, professional and managed services ... providing expert architectural advice and competitive analysis while acting as a client -facing subject matter expert. This role involves identifying client … more
- Neuberger Berman (New York, NY)
- …data, workflows, and client insights. + Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, ... client -facing tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service solutions. + Determine… more
- Robert Half-Robert Half Corporate (New York, NY)
- …oversee and drive the search engagement process which includes client management, search strategy development, position specification development, candidate ... assessment, offer negotiation and onboarding facilitation. Cultivate and expand trust-based client relationships with executives and secure search engagements by: +… more
- Atlas (New York, NY)
- …hyperscale data center owners, semiconductor manufacturers, and large contractors. Serve as account manager for select strategic clients and work across teams ... service line leaders to match capabilities to emerging client needs and industry trends. + Client ...emerging client needs and industry trends. + Client Relationships and Account Management: Develop and… more
- East House Corporation (Rochester, NY)
- …Key Responsibilities: Services That Address Client Goals: o Partner with each client on the caseload to develop individualized Service Plans based on ... client -identified goals. o Support clients in pursuing Service Plan goals through coaching, teaching, individual and group...the unit during on-duty shifts. o Coordinate with Program Manager and Financial Case Manager to assist… more