- Raymond James Financial, Inc. (Locust Valley, NY)
- …for High Net Worth and institutional clients and prospects. + May participate in client meetings to identify client goals and tolerances. + Assists with ... developing individualized client investment strategy for Financial Advisor. + Responds to...investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment analyses… more
- The Salvation Army (Bronx, NY)
- …treatment meetings and regularly scheduled residents' reviews, as required . + Provide habilitation services to each client as prescribed in that client 's ... and normalized home-like environment at all times. Informs Program Manager of Physical Plant needs. + Promptly informs the...and all other activities as needed. + Assist each client , as needed, in skill development in areas such… more
- The Salvation Army (Glendale, NY)
- …treatment meetings and regularly scheduled resident's reviews, as required . + Provide habilitation services to each client as prescribed in that client 's ... and normalized home-like environment at all times. Informs Program Manager of Physical Plant needs. + Promptly informs the...and all other activities as needed. + Assist each client , as needed, in skill development in areas such… more
- Solvay Bank (Syracuse, NY)
- …Solvay Bank customers and co- workers in accordance with the Solvay Bank Client Service Standards. + Thoroughly understands, embraces and exhibits Solvay Bank ... and co- workers in accordance with the Solvay Bank Client Service Standards. + Thoroughly understands, embraces...amounts with data displayed on computer screen. + Recognizes client needs for products and services and… more
- Pioneer Bank (Rensselaer, NY)
- …complex financial and business needs. + Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem ... primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services .… more
- Canon USA & Affiliates (New York, NY)
- …to a temporary in-house talent pool which provides replacement and/or short-term administrative services in place of Office Service Reps (and others) who are ... **May possibly perform any of the following functions at the direction of the Site Manager :** . Set up and maintain client 's kitchen areas and conference rooms,… more
- IBM (Buffalo, NY)
- …End migration projects within budget and timeline with defined outcomes to drive client success * Manage contracts, pricing and resources for the cloud migration ... close opportunities with signings targets of $10M * Understand our client 's strategic needs, business objectives, articulate and formulate proposals and statements… more
- SitusAMC (Albany, NY)
- …use and support of the ProMerit technology platform, warehouse financing operational activities, client services , presentation skills & ability to take on other ... client and internal documentation + Manage time to Service Level Agreements agreed to with client ...+ Other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's degree or equivalent from… more
- Neuberger Berman (New York, NY)
- … client -facing tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service solutions. + Determine ... transformation leadership roles. + Proven track record overseeing digital platforms and client experience within the financial services sector. + Deep… more
- Publicis Groupe (New York, NY)
- …the highest creative standards. **Qualifications** * 4+ years of relatable experience in client service or brand marketing * Problem-solving; always thinks of ... to join our team to help lead a financial services /insurance client . At LePub, members of the...the project management of the account, guiding the account manager and partnering with other departments to ensure smooth… more