- Neuberger Berman (New York, NY)
- …ad hoc basis. + **Data Management ** : Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce database. ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business.... accounts, assisting with required documentation, and performing comprehensive account maintenance tasks. + ** Account Maintenance** :… more
- City National Bank (New York, NY)
- …Participates in client call program either independently or with Relationship Manager . Prepares call reports for management . * Provides assistance and ... and operational needs. As the operational expert for the client , the Account Officer is positioned to...SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service, banking operations or relationship management … more
- Neuberger Berman (New York, NY)
- …transfers, cost updates, client directed trade orders, and other miscellaneous client requests + Initiate new account openings through the Centralized ... primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, … more
- Neuberger Berman (New York, NY)
- … client requests for statements and tax documents including 1099's and K1's Client Servicing + Perform account maintenance including but not limited to; funds ... Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business....statement inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client … more
- Neuberger Berman (New York, NY)
- …liaising with the central trading desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer ... for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance,… more
- B&H Photo (New York, NY)
- …Knowledge, Skills, and Abilities: + 3+ years of experience in B2B sales or account management , with a focus on education or government clients strongly ... Make your move to B&H today! Job Overview The Account Executive role within our Business Development department is...each client 's unique needs. Essential Responsibilities: + Client Relationship Management + + Build, maintain,… more
- Univision Communications, Inc (New York, NY)
- …Local Radio Sales Team at TelevisaUnivision in New York is looking for a Senior Account Executive to join our team! This is a great career opportunity for an ... importance of successful cold calling, goal setting, and time management ; and is well versed on different buyer types...executing transactions. You will report to the Local Sales Manager . YOUR DAY-DAY: + Handle an active list and… more
- ThermoFisher Scientific (Grand Island, NY)
- …and Benefits** The salary pay range estimated for this position Sr Account Manager based inPennsylvania is $86,000.00-$143,900.00. This position may also ... Functions and Other Job Information:** + Orchestrates RFP strategy calls, develops client proposals, prepares client presentations, and negotiates and closes… more
- MUFG (New York, NY)
- …the client request and inquiries and contribute to department management through participation in trainings, projects and maintaining comprehensive data (20%):** ... of databases; retrieve data to produce reports, conduct analyses, and respond to client and management inquiries. + Participate in Optimization activity to… more
- Sedgwick (Albany, NY)
- …& Insurance Client Services SME - UR/Pharmacy **PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be ... client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices...education and experience required to include two (2) years account manager experience or five (5) years… more
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