- AON (Plainview, NY)
- …salvage payments including Subledger Ledger reconciliation. + Ensure timely collection of client payments. + Approve split allocations in Oracle database. + Be key ... account analysis. + Month-end operational metrics and analysis. + Client reporting as needed and analysis on file variances...Audits as needed. + Other duties as assigned by manager . How this opportunity is different Aon is the… more
- WTW (New York, NY)
- …spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, ... create client deliverables, and ensure quality standards are met. You...firm or health underwriting / actuarial function of an insurance company + Proven ability to manage multiple projects… more
- BMO Financial Group (New York, NY)
- …platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Participates in deal ... and participate in their presentation to clients. + Monitors client , client industry, and regulatory agencies for...as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,… more
- Bank of America (Manhasset, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- KeyBank (New York, NY)
- …a Relationship Manager to ensure that a complete and positive client experience is achieved and maintained. + Responsible for retaining and deepening the ... is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a… more
- Citigroup (Staten Island, NY)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Bank of America (Katonah, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- American Express Global Business Travel (Albany, NY)
- …and engaged Client Management team, with high will to retain and grow their client portfolio. The Client Manager Director creates a culture to motivate, ... leading one of our largest and most strategic global client and a client management team across...the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and… more
- TD Bank (Flushing, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) +… more
- SitusAMC (Albany, NY)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... team for execution + Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the … more