- City National Bank (New York, NY)
- …Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, ... the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation, identify future life-changing events, understand client 's… more
- CBRE (Albany, NY)
- …+ Help develop and support the pricing strategy required for each solution and client pursuit. + Partner with legal, risk, and commercial teams to develop ... Director, Global Occupier Accounts Job ID 210942 Posted 02-May-2025 Service line GWS Segment Role type Full-time Areas of...Remote - US - United States of America **The client -facing title for this role is Senior Managing Director,… more
- Wells Fargo (Purchase, NY)
- …and by coaching to a process for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic growth by building, ... and will direct day to day workflow, escalate both service and risk issues as they arise, ensure the...partner with key stakeholders to solve problems and client concerns **Job Expectations:** + Individuals in Loan Originator… more
- Motion Recruitment Partners (Albany, NY)
- …and positive relationship experience. + Maintain a clear understanding of the client 's contract, goals, and service expectations, and ensure all deliverables ... the client 's evolving security needs and proactively identify areas for service improvements or expansion. + Partner with technical leads to develop… more
- AON (New York, NY)
- …duties as assigned. How this opportunity is different You will support the client service teams in a highly collaborative, team-oriented environment. Responsible ... the day will look like + Become conversant with insurance policy terms and conditions specific to the lines...How this opportunity is different You will support the client service teams in a highly collaborative,… more
- TD Bank (Flushing, 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... client need, and completion of all requisite client documents + Ability to partner and… more
- Compass Group, North America (New York, NY)
- …training sessions, guiding operators on best practices for maintaining and strengthening client relationships, and delivering exceptional service in line with ... experience required in a multi-branded food service management or retail-food service organization * Demonstrated success with multiple client interfaces at… 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 seek to expand our offering to a broader client base. This role is client facing...with strategic planning to drive measurable results. Candidate will partner closely with internal stakeholders across Corporate Banking, Investment… more
- GMHC (New York, NY)
- …Manhattan to promote the NYSOH Navigator Program through community events, partner agencies, and fixed-site locations. + Deliver presentations to educate ... and enrollment support. + Represent GMHC at public events, meetings, and partner sites to increase program visibility and build trusted relationships. Enrollment &… more
- Banfield Pet Hospital (Pelham, NY)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... consistent care aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area Chief of Staff… more