- TD Bank (Hicksville, 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 TD Wealth...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- TD Bank (Brooklyn, 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 ... Transitional 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
- Allied Universal (New York, NY)
- …Director to oversee a national commercial real estate client . The Client Portfolio Director collaborates with the Branch/General Manager to provide ... and operational oversight across a nationally distributed portfolio, ensuring consistent service delivery and alignment with client expectations at every… more
- New York State Civil Service (New York, NY)
- …development, documentation and implementation of procedures and internal controls.* May provide service to multiple client agencies over a specified geographic ... Representative exercises independent judgment and makes high-level decisions while assisting the Project Manager or Senior Project Manager in all aspects of a… more
- TD Bank (New York, NY)
- …Sets service and control standards, implement and operate systems to monitor service delivery + Provides frontline feedback to client strategy and broader ... TD Securities. Our mission is 'To Deliver World Class Service ' to all internal and external clients as we...projects, and developing new solutions to meet our future client needs. **Job / Role Responsibilities:** **Strategic Architecture &… more
- KeyBank (Tarrytown, NY)
- …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager … more
- JPMorgan Chase (New York, NY)
- …effective, two-way working relationships with key stakeholders including Investment Specialists, Client Advisors, Sales Associates, Client Service Managers ... and its affiliates worldwide. Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors,… more
- City National Bank (New York, NY)
- …up, ensuring products are properly set up in accordance with published service level agreements, coordinating or providing technical support to clients concerning ... product usage and functionality and ensuring client satisfaction. WHAT WILL YOU DO? * Assists the...* Distributes for signature and processes completed treasury management service documents and agreements based upon information obtained from… more
- Banfield Pet Hospital (Garden City Park, NY)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area...The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery… more
- CBRE (New York, NY)
- Senior Account Director (Alliance Director) Job ID 243140 Posted 14-Oct-2025 Service line GWS Segment Role type Full-time Areas of Interest Facilities Management ... solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to… more