- WTW (New York, NY)
- …and external client audiences + Coordinate and liaise with Global Portfolio Management Group and Client teams to ensure best ideas are being considered ... internally and collaborate effectively on cross-functional teams, including Asset and Manager Research, Investment Committees, Operations, and client delivery… more
- Neuberger Berman (New York, NY)
- …data, workflows, and client insights. + Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, ... journey for clients and advisors, serving as the business owner for all client -facing digital platforms and internal wealth management tools. This role is… more
- WTW (New York, NY)
- …As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client ... your experience to make recommendations on plan design and management for the full array of health and benefits...by participating in new business activities and expanding existing client engagements. You will have the opportunity to position… more
- IQVIA (New York, NY)
- …guidelines, SOPs, policies, and, where available, CDM guidance documents. **Essential Functions** Client Management : + Serve as primary point of contact for ... specifications per the DMP and contract/SOW. + Implement proactive quality management plans across multiple projects/programs/customer account . Manage service… more
- Bank of America (Northport, NY)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and ... Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Brooklyn, NY)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and ... Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (New York, NY)
- …a Certified Treasury Professional certification or equivalent preferred **Skills:** + Account Management + Business Development + Client Management + ... Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients… more
- BMO Financial Group (New York, NY)
- …to cross-sell and to grow share of clients' wallet. + Provides comprehensive account coverage and client development as well as actively prospects new ... full-service financial services provider. We offer corporate and investment banking, treasury management , as well as research and advisory services to clients around… more
- ZOLL Medical Corporation (New York, NY)
- …Functions + Work in collaboration with your Region Sales Manager , IDTF Program Manager and VA/Gov't Account Manager to maximize coverage efficiency (pre ... Sales Specialist (CSS) is responsible for developing and maintaining account relationships and management of those relationships...methods to store sales opportunities + Act as the Client 's Lead for account post sale implementation… more
- Anywhere Real Estate (Rochester, NY)
- … client /supplier training + Identify growth opportunities and refer it to the Account Management Team + Be responsible for the co-ordination of Cartus ... **Job Title / Qualifications:** International Assignment Consultant **Reports To:** Client Services Manager **Primary Function:** International Relocation… more
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