- Bank of America (Lawrence, 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 (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
- Bank of America (Forest Hills, 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)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... and returns. + Institutes cross-selling initiatives to increase ranking with client . + Uses expertise in financial markets to cultivate relationships with… more
- KeyBank (Albany, 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
- WTW (New York, NY)
- …Consultant you will play a key role for our pension administration software and service delivery business by serving as the central link between clients and internal ... team members in the delivery of client projects. You will collaborate with other Towers Watson...resource needs such as: defined benefits administration, HR self service (IVR, web, etc.), HR systems integration, HR shared… more
- Grant Thornton (Melville, NY)
- …pricing + Insurance industry experience is strongly preferred + Exceptional client service , communication skills, interpersonal, and presentation skills + ... achieve more, confidently. This position can be a senior manager or director level. Your day-to-day may include: +...a good working relationship with clients as the primary service team contact and working effectively with client… more
- Fooda (New York, NY)
- …The Catering Manager position is critical to the success of a Fooda client location. The Catering Manager is responsible for managing client ... with managing the daily catering orders offered at the client location. The Catering Manager ensures all...client and customers are of superior quality and service . Who You Are: + You love building relationships… more
- M&T Bank (Buffalo, NY)
- …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. **Department Description:**...of any additional services they need, always with the client 's convenience in mind. We can also recommend more… more
- WTW (New York, NY)
- …disability and absence management benefits for clients. Responsibilities: + Partnering with client service team leader to deliver superior project management + ... and benefit programs. You will serve as the project manager on select projects, interface with vendors and key...Proactively advising clients and providing superior client service in response to day to… more