- SolomonEdwards (Albany, NY)
- **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational, and technology ... and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards...seeking a Senior Salesforce Consultant to join a global professional services client with operations… more
- S&P Global (New York, NY)
- …such as CLM Pro, Onboarding Accelerator, Outreach360, Request for Amendment, KYC Services , and Managed Service offerings. This individual will be responsible ... years of experience in client onboarding or client lifecycle roles within the financial services ...and shared success. + ** Client -Centric Approach:** Prioritize client needs to ensure exceptional service delivery… more
- BGB Group (New York, NY)
- …a results-driven commercial team, providing tools and guidance to foster continuous professional growth. + Client -Centric Growth: Act as a trusted advisor ... healthcare communications agency that offers a wide range of services , including traditional pharmaceutical advertising, promotional medical education, payer… more
- Grant Thornton (New York, NY)
- …private investors. + Over 10 years of business development/sales experience in professional services and/or complex solution selling environments selling at the ... Grant Thornton is seeking a Client Relationship Executive (CRE) to join the team...we go beyond your expectations of a career in professional services by offering a career path… more
- Principal Financial Group (New York, NY)
- …our Private Fund Services team, leading end-to-end delivery of exceptional client service for our Private Fund Clients, orchestrating seamless collaboration ... address evolving client needs Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live… more
- The Cigna Group (New York, NY)
- …working collaboratively across the segment and broader Client & Growth Services organization. + Professional execution: demonstrate the ability to be ... assignments/projects in partnership with the US Commercial distribution leadership and broader Client & Growth Services organization. Will contribute to and lead… more
- KeyBank (Dewitt, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services , Private Bank, Mortgage or… more
- Electronic Environments (New York, NY)
- …service plan r enewals, enablement of remote monitoring subscriptions, coordination of account services & client delight for the S ervice department . The ... phones calls to: + VIP clients after a "break-fix" Service engagement. + Check in with new client...service base environment with high end clientele. + Professional phone edetate, strong written communication skills and ability… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Manages the delivery of contracted services to clients to ensure that SLAs ( service level agreements) and KPI ... from home. Responsibilities: + Manage the delivery of contracted services to clients in alignment with SLAs and KPIs....experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service … more
- Acxiom (Albany, NY)
- …escalations and coordinate across functional areas of the company, including Professional Services , Data Engineering, Finance, Operations, Marketing, Training, ... + **Consultative:** Ability to engage with clients in a collaborative and client - services mindset to understand their needs, provide expert advice, and offer… more