- KeyBank (Pearl River, NY)
- …by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private ... River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client ...wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to… more
- Cognizant (New York, NY)
- Cognizant is seeking a Desktop Support Lead for a full-time opportunity in New York, NY. The salary range for this role is between $79,000 and $92,500 depending ... to the Global Local IT Manager the IT Deskside Support Lead is responsible for delivering onsite... is responsible for delivering onsite second line technical support to the client `s New York office.… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …and professionally to and on behalf of clients + Support day-to-day client business decision-making with data-driven insights + Lead monthly or bi-monthly ... necessary actions + Lead annual financial, tax and insurance audits + Support clients through audit and tax preparation cycles + Prepare and deliver financial… more
- Banc of California (New York, NY)
- …role, the client manager will work closely with our originations and customer support teams to optimize the overall client experience and generate new credit ... that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California,...TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our… more
- Paylocity (Rochester, NY)
- …email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining ... Location: Rochester, NY Compensation: Starting at $25/hour Reports To: Client Services Team Lead Schedule: Monday -...issues while adhering to payroll policies, and ensure seamless client support . Embrace feedback and adapt behaviors… more
- Acxiom (Albany, NY)
- The Client Partner Senior Director serves as the primary post-sale point of contact for clients and responsible for their ongoing growth and satisfaction. Uses ... in-depth knowledge of the client 's industry, business operating model, and has deep knowledge of the product(s) being sold and technical expertise to drive and… more
- Wellington (New York, NY)
- …perspectives with those of our clients. **About the Role** **Position** The Client Transitions Analysts ("CTA") are members of Global Operations and are responsible ... for supporting the operational aspects of various client and fund transitions including new mandate fundings, terminations,...our community and are essential to our culture. In support of this commitment, our employees work from our… more
- KeyBank (Liberty, NY)
- …risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations including assisting ... and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private...support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts + Strong… more
- Incubeta (New York, NY)
- …and deliver measurable impact to their business. + Innovation & Competitive Edge: Lead the continuous improvement of client deliverables and processes by staying ... teams (media, creative, data, technology) to ensure seamless execution of client projects. Orchestrate internal support for the client and Incubeta to solve… more
- BlackRock (New York, NY)
- …is committed to delivering exceptional client experiences. **Key Responsibilities** + ** Client Onboarding and Implementation** + Lead new client ... The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated servicing… more
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