- Compass Group, North America (New Hyde Park, NY)
- …collaboration and supply chain strategy. **What You'll Do:** + **Be the Client 's Trusted Partner ** : Build and nurture strong, long-lasting relationships ... eye for detail and a passion for operational excellence? We're looking for a ** Client Operations Manager** to serve as the vital link between our company and key… more
- KeyBank (Mahopac, NY)
- …Influence, and maintain strong working relationships with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and ... lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow...+ Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life &… more
- KeyBank (Pearl River, NY)
- …strong working relationships with all partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and ... lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow...+ Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life &… more
- JPMorgan Chase (Brooklyn, NY)
- …product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance /GSEs, Banks/Broker Dealers and ... and external clients daily. + Monitor internal and external client inquiries, resolve non-routine issues and closely partner... client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in… more
- KeyBank (Dewitt, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products ... **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key...and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private… more
- Mastercard (Harrison, NY)
- …governments realize their greatest potential._ **Title and Summary** Manager, Finance Business Partner Overview: A key role within the team reporting directly to the ... solid working relationships across multiple levels ( including executive level) * Client interaction as necessary * Experience with MyMPA, EA and contract review… more
- Neuberger Berman (New York, NY)
- …will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business. **Responsibilities:** + Partner with the team on ... The Institutional Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client Group. The Analyst… more
- Guardian Life (New York, NY)
- …segments and products. + Continuously evaluate and improve processes to enhance the client experience and operational effectiveness. + Partner with Sales leaders ... As Head of Client Management (HCM), you will lead the strategic...our top clients, brokers, and other key stakeholders. + Partner with Finance and Underwriting on pricing strategies and… more
- TYLin (Rochester, NY)
- …resources by finding more sustainable solutions. **Job Summary** The Principal, Client Services, NY is responsible for expanding a sustainable practice consisting ... local leadership in Upstate NY, business development and strategic marketing, client relationship management, project delivery, and recruitment and retention of key… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Service Director role for Treasury Services of a global Bank located in downtown ... Manhattan New York. Our client requires 12+ years Client Services, Relationship...institutions, and this role assists with escalated queries and partner with the senior sales directors. The role is… more