- KeyBank (White Plains, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... client servicing issues + Listen for clues for financial wellness opportunities during client conversations, and...to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to… more
- Citigroup (Inwood, NY)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service ...on the bank floor to proactively identify and address client sales and service needs; appropriately convert… 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 ... technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables **Salary:** The… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from ... + Principles of estate planning, trusts and securities industry operations. + Financial markets and products. + Effectively managing client relationships. +… more
- CVS Health (Amherst, NY)
- …and determination of root causes and solution development. + Offers creative product and service solutions to address client 's evolving needs. + Monitors on an ... and pharmacy support areas on more complex product or service issues to ensure client 's needs. +...Management experience with a Health plan carrier. + Previous Client Management experience with a pharmacy benefit manager… more
- Bank of America (Vails Gate, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- WSP USA (New York, NY)
- …are accurate based on the contract requirements agreed upon with the client , identifying any corrections needed, obtaining Project Manager documentation and ... Project Manager /billing team and submits the invoice to the client . + Subcontract management and coordination with Contract Administrators. This includes… more
- BMO Financial Group (New York, NY)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize… more
- Compass Group, North America (Rochester, NY)
- …of menus which deliver the business and menu expectations of a wide range of client budget and service expectations. To achieve this goal, you will have access ... Fresh! Lead with Excellence! An industry leading hospitality food service group, Unidine is driven by its exceptional people...to participating in new business sales presentations and internal client and board leadership. + ServSafe Manager … more
- Citigroup (New York, NY)
- …needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, ... a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and … more