- JPMorgan Chase (New York, NY)
- …requests (eg, loan increases). + Own escalations and collaborate directly with the Client Service Groups to resolve credit related service inquiries. ... or lines of credit to new partners at professional service firms to finance their partnership equity purchases. Job...with internal teams to complete onboarding, including Know Your Client ("KYC") due diligence. + Partner directly… more
- KeyBank (Albany, NY)
- …planning activities through the year + Capitalizes on referrals from inside sales and/or client service managers + Stays up to date on Core Business Banking ... Pearl Street - Albany, New York 12207-1501 **Job Summary** Partner with KeyBank Business Banking Relationship Managers (BBRMs) to...required. + A minimum 3 years' success in a client focused environment with aggressive growth and service… more
- East House Corporation (Rochester, NY)
- …Responsibilities: Services That Address Client Goals: o Partner with each client on the caseload to develop individualized Service Plans based on ... client -identified goals. o Support clients in pursuing Service Plan goals through coaching, teaching, individual and group...East House policies and procedures. Results/Measures: . Achievement of client goals as identified in Service Plans.… more
- SHI (Albany, NY)
- …within the professional services team by identifying new opportunities and optimizing service offerings + Collaborate with SHI Stakeholder partner teams to ... and cybersecurity advisors, to ensure a unified approach to service delivery and client engagement + Contribute to practice development by identifying areas… more
- World Insurance Associates, LLC. (New York, NY)
- …organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the ... activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance… more
- HUB International (New York, NY)
- …the **Nonprofit Practice** and **Education Practice** . As a strategic partner to Practice leadership, the SRM strengthens sales efforts, drives Practice ... equipped with tools, resources, and materials that advance our business development, client retention, and Practice growth objectives. **Why This Role Matters** The… more
- UPMC (Jamestown, NY)
- …Care Technicians, and Peer Specialists to serve all the various needs of a client during their course of treatment. Here's how we support our nurses: UPMC is ... advancing your career later in life, UPMC is the partner you need to succeed and thrive in your...improving patient satisfaction with the quality of care and service . + Utilizes research and evidence-based practice to support… more
- H&R Block (Bronx, NY)
- …tax office associate positions + Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and conflicts are ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...Tax Professional What you'll bring to the team + Partner with District General Manager to create and implement… more
- CBRE (Albany, NY)
- …levels, org constructs); distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, ... Manager - Organizational Design & Transformation Job ID 252348 Posted 19-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting… more
- Bloomberg (New York, NY)
- …Relationship Manager - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10047923 **Description & Requirements** Bloomberg is a ... employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we...the perfect mix of established accounts looking to further partner with us and prospects that present new opportunities!… more