- Comerica (New York, NY)
- …Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica ... administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The...Advisor I is responsible for serving as a relationship manager for a book of business by providing by… more
- Neuberger Berman (New York, NY)
- …Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and Neuberger Berman Wealth ... Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with $508 billion in assets under management as of December 31,… more
- Merck (Albany, NY)
- …business model. This position is responsible for working in a dairy account -based environment to understand and identify customer needs, by selling our company's ... on customers to leverage the entire portfolio. Coordination with the Regional Sales Manager on opportunities, and with other Animal Health and Sense Hub colleagues… more
- University of Rochester (Rochester, NY)
- …with the State's regulation commission or agency. - Determines when to change the account to a self-pay financial class after a review of previous efforts ... Full time Scheduled Weekly Hours: 40 Department: 500011 Patient Financial Services Work Shift: UR - Day (United States...certain aging threshold through the accurate resolution of the account . This position will also be responsible for the… more
- Neuberger Berman (New York, NY)
- …for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, ... with the central trading desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets… more
- The Estee Lauder Companies (New York, NY)
- …NIOD, and BALMAIN Beauty. **Description** This role leads and develops an Account Management team to execute strategic omni-channel sales plans, driving growth, ... and rankings across North America. Collaborating with the General Manager and VP of Commercial, the individual will help...Reporting to the GM and VP Commercial, the ED, Account Management plays a pivotal role in building a… more
- Cardinal Health (Albany, NY)
- …Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal ... controls, prepares and interprets financial reports, oversees financial systems and safeguards...in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure… more
- NBT Bank (Albany, NY)
- …for administering trust accounts and meeting with customers to provide periodic account reviews. Constructs portfolios from cash and adjusts holdings of new ... asset allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments… more
- TD Bank (New York, NY)
- …and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across ... guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products,… more
- University of Rochester (Rochester, NY)
- …and/or trends that require management intervention; share with Supervisor and/or Manager . Assist Supervisor with credit balance account review/resolution and ... Full time Scheduled Weekly Hours: 40 Department: 500011 Patient Financial Services Work Shift: UR - Day (United States...state regulations bringing concerns to the attention of billing Manager and Supervisor. The Claim Resolution Rep III will… more