- Enhanced Protection Services (New York, NY)
- …but not limited to, contact details and the name of the sales representative or account manager managing the account + Proactively update the records with ... service requests. This position will support field sales representatives and sales management , helping them enhance productivity. This position will also involve the… more
- CVS Health (Albany, NY)
- …product training to clients and resolves escalated customer service issues. **Client Relationship Management ** Function as single point of contact for client's ... Onboarding** Manage the onboarding process for new clients/groups by collaborating with account manager to gather client requirements and transferring them to… 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
- Comerica (New York, NY)
- …IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role ... will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying with all… more
- Sysco (Queens, NY)
- …+ Develop a relationship with accounts payable (A/P) contact at every account . + Participate and coordinate communication between them and SSMG account ... (SSMG) company. This individual achieves maximum sales profitability, growth and account penetration with an assigned territory by effectively selling the company's… more
- CIBC (New York, NY)
- …to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** - ... We're building a relationship -oriented bank for the modern world. We need...as debt and equity financings, buyout financings, and risk management solutions. The Group has a global coverage strategy… more
- MUFG (New York, NY)
- …on internal procedures / policies and guidelines with support from senior portfolio manager . + Responsible for active credit management of a designated portfolio ... of business or deal structures than those assigned to senior portfolio manager . **Major responsibilities** **:** Active Portfolio Management of Designated… more
- Medtronic (New York, NY)
- …promptly, including potential sales leads, and information regarding product price or account activity to District Manager and other appropriate company ... within territory to maintain superior customer service levels and effective time management . + Shared responsibility of inventory management . To include customer… more
- WTW (New York, NY)
- …revenue growth within the life sciences sector. The ideal candidate will have account management experience with middle market and large, complex clients in ... job opportunity. **The Role** + Serve as the primary relationship manager for life sciences clients, ensuring...Ability to interpret, analyze, and present analytical models + ** Relationship Management skills:** able to leverage internal… more
- Bank of America (Staten Island, NY)
- …of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice ... Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship … more