- Neuberger Berman (New York, NY)
- …clients or the Wealth Advisor team on a regular or ad hoc basis. + ** Data Management ** : Maintain accurate and detailed client files, account information, and ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and… more
- Monroe Tractor (Adams Center, NY)
- …additional lines of equipment or changes in present lines. Examines equipment records regularly. + Quarterly, evaluate department manager 's performance and ... Branch Manager Adams Center, New York, United States Apply...the brand when making business decisions. + Maintains proper records , submits necessary reports, checks customer credit… more
- US Bank (New York, NY)
- …experience ensuring compliance with federal regulations. + Proven experience with large data platforms and optimizing data processes for compliance and ... or projects with **FedRAMP requirements.** + Familiarity with Payment methods, CRM tools, and general banking functions. + Experience with Federal guidelines:… more
- US Bank (New York, NY)
- …**Responsibilities** + Lead end-to-end integration of FenX with internal systems (eg, CRM , core banking, compliance) ensuring smooth data and process flow. ... Specialist** to support the integration of Fenergo's **Fen-X** SaaS Client Lifecycle Management (CLM) platform with our internal banking systems. Fen-X is an… more
- Research Foundation CUNY (New York, NY)
- …professional partners, and the public with a high level of professionalism and customer service + Strong organizational and time management skills with the ... of independent and external audits and financial reviews; and providing data , information, management expertise, and other supports to CUNY's research… more
- New York State Civil Service (New York, NY)
- …of processes or programs that highlight, communicate and implement a customer -centric approach.*Advise senior management on various marketing strategies ... analytical skills with the ability to interpret data and make data -driven decisions.*Strong organizational and project management skills with the ability to… more
- Stony Brook University (Stony Brook, NY)
- …or technology projects. Experience supervising IT support teams. Experience using data from assessment or evaluation activities such as surveys, program evaluation, ... vital IT assets, workflows, and platforms such as Medicat (Electronic Health Records System), Rcopia (e-Prescribing solution), QS1 (eRx and Pharmacy management ),… more
- Verint Systems, Inc. (Albany, NY)
- …integration of Verint solutions with existing customer environments including Telephony, Data Lakes, Reporting, CRM and more. **SaaS Solutions** + Guide ... At Verint, we believe customer engagement is the core of every global...guidance on complex AI-related topics including security, connectivity and data protection. **Minimum Requirements:** + Bachelor's Degree in Business… more
- Veralto (NY)
- …faster, better decisions.** We provide software solutions that address critical water data management , analytics, and compliance challenges for the rapidly ... that collect, manage, and process large volumes of water data . Aquatic Informatics (AQI) is headquartered in Vancouver, Canada,...for forecast reporting. + Use and lead usage of CRM systems (Salesforce) to track all customer … more
- Amazon (New York, NY)
- …senior leaders to plan, develop, and execute on key growth measures that drive customer engagement. Problem solving and data driven decision making will be used ... marketing expertise and be very comfortable diving deep into data . This is a hands-on position - the ideal...companies and believes that world-class support is critical to customer success. AWS Support also partners with a global… more