- GMHC (New York, NY)
- …technical competencies to effectively manage case documentation, reporting, and client services : Intermediate proficiency in Microsoft Excel, including: ... housing department, overseeing and enhancing the delivery of comprehensive supportive services , including home visits, escorts, social service referrals,… more
- East House Corporation (Rochester, NY)
- …+ Assists clients with funding and financial matters and insures that Client Financial Contracts are developed and maintained and serves as liaison between ... maximized so that bed days are utilized. Measurables + Client financial contracts are up-to-date 100% of...housekeeping, cooking, food and supply purchasing, etc.). + Coordinates services to clients with other community service … more
- Sodexo (Albany, NY)
- …environment. **Incentives** *Relocation Assistance Available* **What You'll Do** + have exceptional client service mentality and executive presence + support a ... diverse and inclusive workforce + develop exceptional client relations and ensure the campus food ...with client needs + achieve company and client financial targets and goals + integrate… more
- GMHC (New York, NY)
- …following technical competencies to effectively manage case documentation, reporting, and client services : Intermediate to advanced proficiency in Microsoft ... Management, and Special Projects as assigned. + Regularly audits service delivery methods and client files to...into reporting systems such as eCOMPAS, TREAT, and AWARDS. Client Record & Financial Management: + Oversee… more
- Citigroup (Brooklyn, NY)
- …and maintaining branch vault cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on ... assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the… more
- American Express Global Business Travel (Albany, NY)
- …communication with client to ensure understanding of expectations and client satisfaction. ** Financial Management** + Strategize with operations leadership ... to analyze, forecast, implement, and run financial and operational measures to track results and ensure...the purpose of developing direct reports and ensuring/ improving client happiness. + Develop service recovery plans,… more
- City National Bank (New York, NY)
- …loans required. Req * Minimum 5 years of experience in a banking or financial services environment required. Req *WHAT'S IN IT FOR YOU?* *Compensation*Starting ... Assumes accountability for minimizing Bank losses. * Performs quarterly financial reviews of client 's financial ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Bank of America (New York, NY)
- …industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- BMO Financial Group (New York, NY)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... portfolios. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more
- BMO Financial Group (New York, NY)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... recommendations. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more