- CBRE (Melville, NY)
- …internal and external requests are handled timely, accurately, and with a focus on customer service . + Coach junior staff on an informal basis. **What You'll ... Assistant Fund Accounting Controller Job ID 218554 Posted 14-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/ Finance … more
- Atria Wealth Solutions (Corning, NY)
- …candidate who possesses the drive and passion to deliver the highest level of service to credit union members and clientele to help manage their wealth. The ideal ... include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual,… more
- Prime Care Coordination (Rochester, NY)
- …and procedures. + Adhere to the Agency Mission, Vision, Shared Values, and Customer Service Standards. + Attend mandatory education and training modules as ... food industry + Develop and maintain strong functional relationships with Procurement, Finance , Marketing, etc. to ensure new products are manufactured on time and… more
- Santander US (New York, NY)
- …Commercial Banking Relationship Manager will be responsible for the sales, service and retention of complex and profitable Commercial relationships. The Incumbent ... / more complex universe of commercial customers and prospects. * Anticipates emerging customer trends as a basis for recommending products and services and expanding… more
- CDS Life Transitions (Webster, NY)
- …and procedures. + Adhere to the Agency Mission, Vision, Shared Values, and Customer Service Standards. + Attend mandatory education and training modules as ... policy. + Follow monthly closing schedule and assist other finance team members to ensure timely closing and processing...regulations and CDS policy. + Act as a professional representative of CDS Life Transitions, Inc. in appearance, behavior,… more
- EPI (Rochester, NY)
- …per regulatory guidelines. + Ensure all billing documents and documentation of service are maintained and meet compliance standards. + Ensure team has adequate ... matters, including but not limited to board/vendors/donors' names, investigations, finance , operations, and employee relations matters. + Must be willing… more
- Mini-Circuits (New York, NY)
- …and ability to work independently and methodically with a strong sense of customer service . + Proficient in Microsoft Applications including Outlook, Excel, Word ... Strategic Sourcing Managers, Planning, Quality and Incoming Materials management, Finance /Accounts Payable, Engineering, Logistics etc. + Managing Quotation lifecycle… more
- Truist (New York, NY)
- …of the Financial Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of securities and insurance sales ... and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.… more
- Cushman & Wakefield (New York, NY)
- …+ Proficiency with computerized maintenance management systems to review and track service requests and preventive maintenance schedules in a digital work order ... Problem Solving/Analysis3. Leadership Skills4. Teamwork Orientation5. Time Management Skills6. Customer /Client Focus (internal and external)7. Financial Acumen **IMPORTANT EDUCATION**… more
- Santander US (New York, NY)
- …each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations ... perform the essential functions. Bachelor's Degree or equivalent work experience: Finance , Accounting, Management, Economics or equivalent field. - Required. 5+… more