- City National Bank (New York, NY)
- …and monitors products, services and functionalities that develop new client relationships, enhance existing relationships and maximize returns. Core responsibilities ... PM ensures that products compete effectively in the markets we serve; and creates client experiences that exceed the needs and expectations of the clients we serve.… more
- Grant Thornton (New York, NY)
- …by high quality tools and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your day-to-day may include: + Manage, ... direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries;… more
- Insight Global (New York, NY)
- …lead the delivery of recurring accounting and reporting services across multiple client engagements. This role offers the opportunity to leverage your accounting ... Oversee the delivery of accounting and reporting services across multiple client engagements, ensuring accuracy, timeliness, and compliance with GAAP and contractual… more
- Twinstate Technologies (Morrisonville, NY)
- …- Technology Services (MSP/MSSP, UCaaS, Infrastructure, AI) Deliver Exceptional Client Experiences. Strengthen Processes. Enable High-Performance Teams. We are a ... strengthen existing operational workflows, support technicians, and elevate our client experience-especially for VIP and strategic accounts. SUMMARY The Operations… more
- The Salvation Army (Geneva, NY)
- …individuals with disabilities to perform the essential functions. * Conduct client needs assessment for each individual/family seeking assistance; determine type and ... resources; represent the POH program in the community.* Maintain client files, client databases (EFA and POH)...share trends or community plans with corps officers.* Attend training sessions as provided and/or required.* Attend and participate… more
- KeyBank (Cheektowaga, NY)
- …As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client ... observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for...offerings. + Supports the Branch Manager in onboarding and training new Tellers to the team. + Work on… more
- Publicis Groupe (New York, NY)
- …solution of Publicis Groupe, Publicis Media's digital-first, data-driven global practices deliver client value and drive growth in a platform-powered world. It is ... a team in the development, execution, and stewardship of media plans for client 's business. The AMD effectively leverages experience, knowledge and skills to push… more
- American Express (New York, NY)
- …continuous growth of our existing US Small & Medium Enterprise key client relationships, through face-to-face interactions. This entails having overall management of ... field-based role in which in person engagement with the client base through face-to-face interactions is required. **Candidates must...through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex… more
- KeyBank (Albany, NY)
- …and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both ... estate tax-related issues + Demonstrates and applies sound fiduciary judgment ** Client Servicing and Retention** + Engages appropriate centralized support teams for… more
- WSP USA (New York, NY)
- …to implement business development strategies and initiatives, with an emphasis on client planning, industry knowledge sharing, and support for market development and ... of offerings across all end markets + Builds strong client and stakeholder relationships to support national and regional...the benefit of all business lines + Emphasizes employee training and development to create a unique work experience… more