- Neuberger Berman (New York, NY)
- …manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, ... in ODD analysis and monitoring process + Conduct ongoing service provider due diligence + Stay abreast of industry...maintaining internal documentation which may be made available for client consumption + Strong attention to detail; Must be… more
- S&P Global (New York, NY)
- …**The Team:** Portfolio Valuations (PV) provides an independent, post-trade valuation service to buy-side institutions globally, covering vanilla and exotic OTC ... instruments and structured notes across all asset classes. The service also offers clients the ability to receive an...challenges and resolve them to the satisfaction of the client + Build and maintain client relationships,… more
- Citigroup (Getzville, NY)
- …automation and accuracy of the trade confirmation generation + Provide an enhanced level of client service to our platinum level clients to ensure their own key ... at Citi. **Responsibilities:** + Provide first point of contact service for Clients in the Derivative Confirmation process. +...on a daily/weekly/monthly basis to ensure appropriate oversight of client accounts. + Enhance our client experience… more
- Insight Global (New York, NY)
- …requires a proactive individual with strong technical acumen, excellent customer service skills, and the ability to thrive under pressure. Functional ... needs, and room administration, the role involves adhering to defined service level agreements while collaborating closely with other front-of-house services.… more
- BMO Financial Group (New York, NY)
- …and current clients, identifying opportunities for increased efficiency and improved service + Develops written internal and external marketing on pitch materials ... complex financial modeling and valuation analysis as part of client asks and industry evaluations + Integrates information from...recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit… more
- Publicis Groupe (New York, NY)
- **Company description** Zenith is a full- service media agency with capabilities and expertise across all channels and disciplines. Zenith is part of Publicis Media, ... interacting with SRG team. + Maintain Freelancer Budget + Preparation of Client Profitability reporting; maintain employee allocations, tracking time entry and all… more
- Publicis Groupe (New York, NY)
- …significance, distributions, etc. + Effectively communicate complex ideas to primary client contacts, both verbally and in writing **Qualifications** + The applicant ... with or adjacent to websites, such as in digital media or an intensively client -focused model such as an external consulting or marketing services firm + Adobe… more
- World Insurance Associates, LLC. (Queens County, NY)
- …Primary Responsibilities + Manages RFP preparation, carrier quote review, client proposal development and carrier negotiations. + Communicates carrier specific ... and articulate pros and cons of different approaches. + Writes client facing Executives Summaries that include observations, recommendations and next steps… more
- Citigroup (New York, NY)
- …and implement enablement programs that enhance operational efficiency and improve client service delivery, within an access-controlled and risk-approved ... to spearhead our data visualization and reporting efforts, ensuring that everyone from client advisors to senior management have the data and insights necessary to… more
- M&T Bank (Getzville, NY)
- …+ Prescreen and document escalated customer complaint cases appropriately in Service Manager. + Perform daily, weekly, monthly, and annual case reporting ... to mitigate future occurrences. + Respond to incoming phone calls and other client requests made via phone, e-mail or through letters maintaining brand image. +… more