- M&T Bank (New York, NY)
- …facilitation of client services delivery and expand relationships Serve as support associate to Wealth and Investment advisors as required Participate in sales ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...of any additional services they need, always with the client 's convenience in mind. We can also recommend more… more
- TD Bank (New York, NY)
- …Sets service and control standards, implement and operate systems to monitor service delivery + Provides frontline feedback to client strategy and broader ... and transforms the operating model and infrastructure capabilities that support the Payments and Deposit Services of TD Securities....TD Securities. Our mission is 'To Deliver World Class Service ' to all internal and external clients as we… more
- IBM (New York, NY)
- … Support solution development, in conjunction with Sales, addressing client -specific Strategic Sourcing and Procurement Operations strategy and structure, program ... scope areas, emerging technologies, innovations within base scope to unlock value) and new client pursuits . Support cost management through the use of varied… more
- BGB Group (New York, NY)
- …in any necessary financial meetings to ensure accurate internal data and to support client financial status communications Qualifications Required + At least 1 ... sheet/status grids daily for accuracy and provides nightly comments/updates to Project Manager as needed Client Partnership + Initially provides information for… more
- KeyBank (Rochester, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for...fees, and policies to stay current on offerings + Support the Branch Manager in onboarding and… more
- Bank of America (Northport, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (New York, NY)
- …+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record. + ... **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the… more
- KeyBank (Cohoes, NY)
- …new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in daily office operations ... including distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor's requests. + Create and manage… more
- Publicis Groupe (New York, NY)
- …informal training sessions **Qualifications** * 2-3+ years of relatable experience in client service and/or project management * Solutions-oriented; always has ... account executive delights in the details, in order to support the team and keep projects on track. They...to helping to win pitches; from contact reports to client events - the Account Manager has… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability… more
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