- Global Foundries (Malta, NY)
- …to provide proactive sales support for the tactical horizon + Work closely with Sales Account Manager and Revenue Operations teams for a naly sis of client ... information, visit www.gf.com Summary of Role: The Customer Business Manager is a part of the S ales team...and participate in pricing negotiations, QBRs , and other client - facing account team meetings +… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with $508 billion in assets under management as of December 31, ... (among those with 1,000 employees or more). **SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to… more
- Bank of America (Staten Island, NY)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (East Setauket, NY)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Lynbrook, NY)
- …experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since… more
- Bank of America (Freeport, NY)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Brooklyn, NY)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Elma, NY)
- …CPO collaborates with the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions ... is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit...best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis/underwriting… more
- Metro One Loss Prevention Services Group (Rochester, NY)
- …State and Local regulations and certification requirements. Reports directly to the Region Manager for the national client , working closely with other Metro One ... owner and leader mentality" to establish commitment to the client and account . Job Requirements: Along with...and Life Safety programs and people. Extensive knowledge of federal , New York state and local regulatory agency rules… more
- MUFG (New York, NY)
- …Maintain direct communication with assigned customers, if needed by RM (relationship manager ). + Coordinate and communicate critical account information to ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...also make appropriate judgement when to escalate/consult with the manager where necessary. + Advise account officers… more