- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...other Client Associates, PMs as well as Client Relationship Manager + Candidate must be… more
- EFI Global (Albany, NY)
- …Eastern region.** **PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be responsible for retention of existing ... + Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs....and experience required to include two (2) years account manager experience or five (5) years adjuster experience including… more
- Parity (New York, NY)
- SERVICE DELIVERY MANAGER Location: New York City, New York ABOUT PARITY: Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 ... reducing energy waste. THE ROLE We're looking for a Service Delivery Manager to manage and grow...service delivery operations as the business grows. RESPONSIBILITIES Client Success & Relationship Management + Own the full… more
- KeyBank (NY)
- …and provide process improvement guidance to enhance efficiencies to leadership. + Handle client service requests with efficiency and accuracy keeping the ... Work At Home - Various, Ohio 44144 **Job Summary** The Senior Client Servicing Specialist, Cross Sales will deliver consultative, cross-solutioning expertise to… more
- TD Bank (New York, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman is seeking students who are passionate about investing and the financial service industry to join our Institutional Client Group ("ICG") for an ... founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management...8-week internship focused on developing client facing professionals. Our interns will partner with members… more
- Neuberger Berman (New York, NY)
- …role offers an opportunity to significantly contribute to the team's success and client satisfaction. **Responsibilities:** + ** Client Service ** : Provide ... and participating in professional organizations. **Qualifications:** + 2+ years of proven client service /support or related experience in the financial services… more