- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... and prospecting initiatives to drive the growth and expansion of the firm's client base. **Responsibilities:** + Collaborate with senior relationship managers 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
- PNC (New York, NY)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision… more
- Grameen America, Inc (New York, NY)
- …process from the initial communication through membership approval. + Assists Relationship Manager and Branch Manager on client assessment in terms of ... a pipeline for the intake process. + Works collaboratively with the Relationship Associate by providing potential clients. + Schedules and manages outreach… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... drive and passion to deliver the highest level of service to credit union members and clientele to help...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- WTW (New York, NY)
- …Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationship Managers + Develop a trusted advisor relationship ... a key role for our pension administration software and service delivery business by serving as the central link...clients and internal team members in the delivery of client projects. You will collaborate with other Towers Watson… more
- Grant Thornton (Melville, NY)
- …+ Maintaining a good working relationship with clients as the primary service team contact and working effectively with client management and staff at ... pricing + Insurance industry experience is strongly preferred + Exceptional client service , communication skills, interpersonal, and presentation skills +… more
- Berkshire Bank (Queensbury, NY)
- …energy and spirit to create a positive and collaborative work environment. + Excel at client service skills at all times to promote a positive brand image for ... products and services to meet the clients needs + Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities… more
- Intuit (New York, NY)
- …for all projects, ensuring that clients receive the highest level of customer service * Own client meetings from agenda to final presentation, instilling ... SMB MediaLabs Team is seeking a seasoned Business Development Manager who has a proven track record and is...objectives using Intuit SMB MediaLab's audiences through our managed service , our self service model and other… more
- Publicis Groupe (New York, NY)
- … business-related decisions ** Client Responsibilities:** + Ownership of day-to-day client relationship (mid-level) + Anticipates risks and prepares multiple ... + Actively manages client care strategies + Builds strong client relationships **Management Responsibilities:** + Accountable for manager and associate… more