- KeyBank (Pearl River, NY)
- …investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to ... River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client ...Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- JPMorgan Chase (Brooklyn, NY)
- …analyses as required by senior management and support various projects related to client profitability. + Lead monthly reconciliations of client ... entrusting their business to JP Morgan, we are committed to delivering exceptional service and innovative solutions. The Financial Planning & Analysis (FP&A) team is… more
- Sharecare (Albany, NY)
- …of this position is to enhance and nurture existing relationships resulting in client retention and identification of upsell (add-on business) opportunities and to ... lead streamlined, effective internal teams to support clients and...teams to support clients and customers. **Essential Job Functions:** ** Client Management** + Manages high level relationships with assigned… more
- Paylocity (Rochester, NY)
- …client relationships. Location: Rochester, NY Compensation: Starting at $25/hour Reports To: Client Services Team Lead Schedule: Monday - Friday, In Office, ... Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability,… more
- Guardian Life (New York, NY)
- …Client Management (HCM), you will lead the strategic direction of the Client Management and Field Service teams within the Group Benefits division of ... will be responsible for ensuring the delivery of exceptional client service while supporting the profitable growth...Build and lead a successful team of Client Management and Field Service professionals +… more
- WTW (New York, NY)
- …throughout the policy term (including acquisition due diligence) + Provide outstanding client service with timely and accurate responses to clients. (instead ... delete this one for GDPs: In collaboration with the lead client relationship manager, actively expands existing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- BlackRock (New York, NY)
- …(eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating key ... is committed to delivering exceptional client experiences. **Key Responsibilities** + ** Client Onboarding and Implementation** + Lead new client … 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 ... Qualifications** * Minimum 5+ years experience in commercial/middle market banking client service , operations or relationship management support required *… more
- KeyBank (Dewitt, NY)
- …advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and… more
- Acxiom (Albany, NY)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their ongoing growth and satisfaction. Uses in-depth knowledge of ... the client 's industry, business operating model, and has deep knowledge...Acxiom product use and clients are maximizing value from product/ service investments. Handles escalations and coordinate across functional areas… more