- JPMorgan Chase (Rochester, NY)
- …and exceeds client expectations. You will be a dynamic and results-driven Client Engagement Manager to join our expanding team. Manages and optimizes the ... with our brand values and business objectives. As the Client Engagement Manager you will also focus...minimum of 3+ years of professional experience in a client /customer service environment is required. + Proven… more
- WTW (New York, NY)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... Providing superior client service in response to day-to-day ...of client deliverables to ensure alignment to client objectives, leverage of optimal WTW services … more
- TD Bank (New York, NY)
- …of all systems, projects and technical interfaces to ensure a high level of service and support to the client and efficient system operation + Researches ... tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade...growth across the TDS franchise. Reporting to the Senior Manager of transaction banking, we are looking for a… more
- TD Bank (West Babylon, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- WTW (New York, NY)
- …associates + Conducting review of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services and solutions, and adherence ... issues based on context knowledge of trends and innovative multi- client solutions. As an HR Mergers & Acquisition Associate...In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble… more
- PNC (New York, NY)
- …and deepen existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book ... you will provide innovative solutions including personal banking and investing solutions, retirement plan services , health and benefit accounts, student debt… more
- KeyBank (New York, NY)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net...client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service… more
- Banfield Pet Hospital (Pelham, NY)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area...The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery… more
- KeyBank (Tarrytown, NY)
- …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement , etc.).… more
- Bank of America (New York, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more