- New Directions Youth and Family Services (Jamestown, NY)
- …we work in partnership with. Benefits + Flexible scheduling based around client availability (primarily afternoons and evenings) + Training and professional ... non-billable time Hours/Schedule Per Diem, flexible hours based on client availability (with evening hours required). Professional Development Opportunities… more
- TD Bank (Rego Park, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business… more
- Berkshire Bank (Queensbury, NY)
- …of the Customer Service line. Duties may include assigning workflow, training CSAs, monitoring customer experience, and ensuring programs are in conformance ... including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations 40% +...oversight and timely completion of all CSAs new hire training , as well ongoing compliance training . +… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact ... who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central...to a positive work environment + May provide leadership, training , and guidance to other team members + Ensures… more
- TD Bank (West Babylon, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business… more
- TD Bank (New York, NY)
- …managers, in the consistent and integrated delivery of a legendary US Wealth Client Experience across all segments and channels in the Market, including High Net ... the Market. The WMP job has accountability for leading client facing teams to seize the opportunity created through...and develops a highly effective team by ensuring ongoing training and performance and development management **OCC Language:** +… more
- Bank of America (Staten Island, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Grant Thornton (Melville, NY)
- …Corporate Tax Solutions Family generally has the primary tax relationship with the client , and you will help with the engagement management for multiple clients for ... Tax Office (WNTO), to support all areas of the client 's tax functions, because together is how we succeed....day one, you'll be empowered by our tools, technology, training , and support from other team members to take… more
- Paylocity (Rochester, NY)
- …gaps and training needs. . Monitors for productivity and quality client service. . Develop appropriate recommendations and advice for Clients regarding employee ... through providing professional HR guidance, identifying technical expertise support for the Client from the Client Service team, and introducing new… more
- Bowery Residents Committee (Manhattan, NY)
- Job Summary: We are seeking a dedicated and client -centered Clinical Intake Coordinator to join our team. This role is responsible for overseeing various aspects of ... client intake, case management, and administrative tasks to ensure...to ensure documentation accuracy and compliance. + Utilize SOAR training to assist eligible clients with disability benefits applications.… more