- Terracon (Cheektowaga, NY)
- …project quality and consistency, and drafting communications resulting in great client experience. + Assist project/program manager with resource management ... financial analysts/ accountants to collect and enter information to support tracking of project/program details including timelines, budgets, timelines/schedules,… more
- JPMorgan Chase (New York, NY)
- …an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
- KeyBank (Rochester, NY)
- …maintain knowledge of product guides, fees, and policies to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to ... you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for...serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships… more
- Bank of America (Northport, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... * Recommends banking and investments strategies that align with client financial goals and needs * Triages client...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... initiatives to drive the growth and expansion of the firm's client base. **Responsibilities:** + Collaborate with senior relationship managers to actively… more
- Publicis Groupe (New York, NY)
- …required by fast moving processes and lean team structure. **Responsibilities** ** Client Partnership** + Building relationships with clients based on consistent, ... best-in-class delivery and a strategic understanding of the client 's business + Regularly communicating with clients to keep them informed of project progress, and… more
- Paycom Online (Melville, NY)
- …leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom Specialists (PSD), and New Client ... project objectives and timelines + Provides technical and functional support to all internal and external parties with a...Paycom Project Plan to collect outstanding data for each client (s) and ensure all deadlines are met + Works… more
- Bank of America (New York, NY)
- …full spectrum of borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and deepening existing client ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** +… more
- Neuberger Berman (New York, NY)
- …events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate ... leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment strategy implementation, and… more
- KeyBank (New York, NY)
- …fiduciary partners to support administration or expertise in the delivery of client advice. + If appropriate, such as in the case of legacy relationships, may ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW)...Manager to ensure that a complete and positive client experience is achieved and maintained. + Responsible for… more
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