- BMO Financial Group (New York, NY)
- …growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- TD Bank (West Babylon, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… 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
- BGB Group (New York, NY)
- …sheet/status grids daily for accuracy and provides nightly comments/updates to Project Manager as needed Client Partnership + Initially provides information for ... project briefs and works in partnership with project manager to prepare and conduct internal kick off meetings...Preferred + Master's degree in business or science + Client -facing experience + Professional and customer- service oriented… more
- East House Corporation (Rochester, NY)
- …Requirements RESPONSIBILITIES Client Services and Goal Achievement:. Partners with each client to develop and implement an individualized Service Plan based ... reviewing overlap, and communication with staff.. Coordinates with Program Manager and Financial Case Manager in assisting...to resolve issues. Documentation and Reporting . Ensure all client interactions, service plans, and progress are… more
- Publicis Groupe (New York, NY)
- … client needs/objectives. They will work closely with their manager in the development and communication of all search/Commerce recommendations. ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- Bank of America (Katonah, 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
- Bank of America (Brooklyn, 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
- BMO Financial Group (New York, NY)
- …targets for TPS within FIG. + Ensure operational excellence in deal execution, client onboarding, and service delivery. + Continuously assess and improve work ... the Financial Institutions Group (FIG), focusing on delivering innovative and client -centric solutions in cash management, corporate cards, and liquidity. This role… 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