- Coinbase (Albany, NY)
- …audit processes, reporting, allocations, cold storage, and wallet management. * Deliver direct client service and support to institutional clients through ... operating model, balancing deep product expertise with high-touch client support . * Collaborate with internal teams, including Sales , Account Management,… more
- JPMorgan Chase (New York, NY)
- …Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service . **Job Responsibilities:** + Lead, coach, and inspire ... Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams, including national accounts and field sales (external & internal). This… more
- KeyBank (Pearl River, NY)
- …investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to ... a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank...products and services to investment clients; evidence of strong sales results. + Strong client centric focus.… more
- Paylocity (Rochester, NY)
- …dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, ... most and have always been at the heart of our business. As part of the Sales & Marketing team, you'll help us solve challenges and succeed as you grow and understand… more
- Foresters Financial Services (Westbury, NY)
- Sales Support Associate Sales Westbury,...of hire to allow the incumbent to expand the client support provided to the Representative. What you ... needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative. + Provide clerical support including the mailing… more
- Neuberger Berman (New York, NY)
- …requirements are met. + Participate in team projects to enhance internal client service procedures in accordance with industry best practices. ... client servicing needs as well as internal administrative support and projects. This position will provide the individual...coordination of mass mailing efforts and the coordination of client requests. + Assist in creating sales … more
- JPMorgan Chase (Brooklyn, NY)
- …multiple locations. Your role will be crucial in delivering excellent client implementation service and driving strategic improvements. **Job responsibilities** ... stakeholders. **Related Responsibilities** + Contribute to strategy for delivering excellent client implementation service . + Identify potential tactical and… more
- Guardian Life (Albany, NY)
- …and execute on renewal decisions along with deploying the right solutions for the client + Ability to leverage all sales enablement technology, training and ... important to you? If so, Guardian is seeking a Client Executive who will be the main contact for...data, preparing proposals, and negotiating terms and pricing. + Service the account and build strong relationships with clients… more
- Datavant (Albany, NY)
- …the client ensuring that they receive the best possible result delivery, service and support . + Manage coordination, tracking and reporting of all things ... experiences to realize our bold vision for healthcare. The Client Success Manager is part of the Datavant organization...team coordinates efforts between internal resources and clients in support of custom risk adjustment projects and reports on… more
- Compass Group, North America (New York, NY)
- …and ongoing engagement, acting as an additional contact to address concerns and support resolutions. ; Organize and manage annual client expos, showcasing the ... in hospitality to engage and inspire clients. Portfolio Management: Coordinate and support in managing client relations and retention portfolios, focusing on… more