- Datavant (Albany, NY)
- …consistent and effective manner ensuring that appropriate changes are implemented. + Support audit processes ensuring work flows and results are properly documented ... and maintained. Identify process improvements as needed. + Assist in the development of an effective training program regarding correct coding techniques/practices + Assist with training new auditors and training of other staff as needed. + Create methods to… more
- VCA Animal Hospitals (Latham, NY)
- …team as Client Service Supervisor. Under direction from the Hospital Manager /Administrator, the Client Service Supervisor performs a wide range of ... and human resources, and discretionary activities that serve to support effective business operations. Applicant must be a reliable...client service for the organization. * Assist Hospital Manager with day to day operations. * Resolve informal… more
- Neuberger Berman (New York, NY)
- …and miscellaneous requests + Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...other Client Associates, PMs as well as Client Relationship Manager + Candidate must be… more
- BlackRock (New York, NY)
- … experience and reduce incident count. + Ensure timely and accurate day-to-day BAU client support , in partnership with internal teams. + Host service KPI ... **About this role** **Veterans Transition Program-Associate Aladdin Client Experience** We recognize that veterans bring a unique and valued perspective to BlackRock… more
- Neuberger Berman (New York, NY)
- …each client 's requirements. CSAs are also expected to work very closely with the Client Advisors they support and leverage their deep client knowledge to ... advisor + Have an in-depth understanding of the client portfolio and performance;provide proactive support and...the client 's needs in advance of each Client /Portfolio Manager interaction + Prepare, lead, and… more
- Neuberger Berman (New York, NY)
- …: Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + ** Client Support ** : Offer daily support for the team's ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Bank of America (New York, NY)
- …support the Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations ... GM KYC Client Outreach New York, New York **Job Description:**...governance routines within the FLU and those governed by support partners + Oversees and resolves the risks and… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of December ... passionate about investing and the financial service industry to join our Institutional Client Group ("ICG") for an 8-week internship focused on developing client… more
- Citigroup (New York, NY)
- …the development of a critical and growing mandate for Citi. **Key Responsibilities:** ** Client Strategy and Execution:** + Support efforts focused on building a ... / communications to senior firm leaders and key stakeholders. ** Client Disciplines and Governance** : + Support ...the opportunity to lead innovative programs that enhance both client and relationship manager experiences while influencing… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Wealth Management Client Associate New York, New York **Job Description:**...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more