- WTW (New York, NY)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …for High Net Worth and institutional clients and prospects. + May participate in client meetings to identify client goals and tolerances. + Assists with ... developing individualized client investment strategy for Financial Advisor. + Responds to...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
- M&T Bank (New York, NY)
- …products for high-net-worth (HNW) and ultra-high net worth (UHNW) clients to meet client needs. Seeks opportunities to solicit new business by expanding wallet share ... and assists in attracting and developing new relationships. Supports the client experience throughout the lifecycle of the relationship from prospecting efforts… more
- H&R Block (Johnstown, NY)
- …H&R Block + Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Independent Health (Buffalo, NY)
- …and a culture that fosters growth, innovation and collaboration. **Overview** The Regional Sales Associate will be the face of PBD and the lead storyteller of our ... for meeting sales productivity goals, developing new markets, attending prospective client meetings in-person and virtually, and other duties as needed to… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate / Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... Advisor. Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service , asset allocation, case design and… more
- Xerox (Albany, NY)
- Federal Client Executive, IT Solutions - Sales **General Information** Press space or enter keys to toggle section visibility Country United States Department ... Level Individual Contributor Job Type Experienced Job Field IT_SERVICES_(SALES) Seniority Level Associate Currency USD - United States - US Annual Base Salary… more
- WTW (New York, NY)
- …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 ... quality standards + Proactively advising clients and ensuring the delivery of superior client service + Playing a key role in vendor procurement, negotiation,… more
- Xerox (New York, NY)
- …set aggressive goals. + Work with dedicated Sales Support teams to resolve any client service issues, returns, and collections. + Help design and deliver ... Senior Client Executive - IT Solutions - Sales **General...Contributor Job Type Experienced Job Field IT_SERVICES_(SALES) Seniority Level Associate Currency USD - United States - US Annual… more
- BMO Financial Group (New York, NY)
- …as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing ... to financial solutions and participate in their presentation to clients. + Monitors client , client industry and regulatory agencies for potential changes which… more