- JPMorgan Chase (New York, NY)
- …business initiatives + Offering guidance/ support /knowledge to various clients, client support teams and JPM teams on product services and processes + ... perform and/or oversee the operational functions of its clients and service providers (administrators, custodians, etc.). **Job Responsibilities:** + Create, manage… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following ... Summary World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
- HANAC, Inc. (Astoria, NY)
- …access. + Provide one-on-one support , advocacy, and referrals to appropriate services . + Respond to client inquiries and coordinate with internal staff ... to vital resources, raising awareness about available programs, and providing direct client support through advocacy and outreach. Key Responsibilities + Conduct… more
- Fedcap (New York, NY)
- …in Fedcap CARES and SEAMS with 100% accuracy. + Identify advancement opportunities and support client wage progression with a target of a 10% annual increase ... or major recruitment events annually, attracting at least 50 employers and 200 client attendees. + Partner with the Employment Services Supervisor to launch… more
- Capital One (New York, NY)
- …Escrow presentations. This position will also provide product expertise and features to support client solution structuring and feature identification based on ... The Escrow Sales Associate will work closely with and support the Escrow Sales Manager to drive and develop...Escrow Sales Manager to drive and develop Escrow Deposit Services in Business Banking. This position works closely with… more
- HUB International (New York, NY)
- …+ Work closely with account management, analytics, compliance, and operations teams to support client service strategies. + Assist in improving financial ... presentations, renewal packets, stewardship reports, and monthly/quarterly financial updates. + Support Account Executive team during client meetings by… more
- Xerox (New York, NY)
- …comprehensive, meet client expectations, and align with business strategies. + Support Client Executives with ROI/TCO models and proposal development using ... abilities and resourcefulness in complex selling situations. + Proven experience in services sales or service attach. + Broad technical background (10+… more
- Highmark Health (Albany, NY)
- …behalf of multiple clients and provides client counseling and support services . Assists in the client service programs including revising and ... or subsequent claims as needed; provides counseling to clients and assists with client service programs. + Evaluates various claims submitted by Third Party… more
- PNC (New York, NY)
- …team; provides high quality customer service with respect to client inquiries, transaction support , reporting and database management. + Executing ... team for the sales/trading desk. + Performs administrative and support tasks for a sales/trading team. Tracks client...role. + Acts as first point of escalation for client services requests to provide an enhanced… more
- Coinbase (Albany, NY)
- …interactions, and pipeline progress in our CRM system (eg, Salesforce). * * Client Relationship Nurturing:* Support ongoing relationships with existing clients, ... Salesforce) is a plus. * Prior experience in sales, business development, customer service , or a client -facing role (even internships) is beneficial. *Nice to… more