- Bank of America (Flushing, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- KeyBank (Buffalo, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for...to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to… more
- Bank of America (Great Neck, NY)
- …+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record. + ... **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the… more
- Bank of America (New York, NY)
- …include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and ... relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions… more
- Outreach Development Corporation (Brentwood, NY)
- …the purpose and necessity for referral to ease the transition and facilitate client 's participation with other service providers. + Demonstrate proficiency in ... a CASAC-T in New York State. Bachelor's Degree minimum requirement. Responsibilities: Client Assessment + Gather and document relevant substance abuse use history… more
- Bank of America (New York, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Schwarzman Animal Medical Center (New York, NY)
- …standards, and enhancing client and referring veterinarian (RDVM) satisfaction. Client , Patient, and Surgical Service Coordination + Answer incoming calls ... client questions, directing them to the onsite surgery service or to come in through the ER as...the Senior Director, LVT Director of OR, and Practice Manager to support the needs of the Surgery Department… more
- Grant Thornton (Melville, NY)
- …Family leaders, resource managers (onshore and offshore) and other internal and external client service delivery teams to ensure engagements are staffed to ... and solutions as needed + Partnering with other Internal Client Service (ICS) functions, both onshore and...guiding the Capacity Leads to partner with the Resource Manager team, service line leadership and Talent… more
- TD Bank (New York, NY)
- …segments and channels + Manages assigned resources for optimal efficiency, productivity, and client service and experience + Leads by example in ensuring ... in attracting, recruiting, hiring, and retaining top talent across Managers and Client Facing team members, building the most talented Wealth team available in… more
- Turner & Townsend (New York, NY)
- …to tackle challenges of any scale. Our team is dynamic, innovative and client -focused, supported by an inclusive and fun company culture. Our clients value our ... function that strengthens the Turner & Townsend brand and supports our client -facing professionals in capturing new opportunities and growing existing business. The… more