- Bank of America (Yorktown Heights, 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 (Flushing, 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 (Brooklyn, NY)
- …Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding ... + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… 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
- Wellington (New York, NY)
- …factors, manager research, asset allocation, quantitative investing, and risk management . The Investment Analyst will work as part of a product coverage ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions… more
- WTW (New York, NY)
- …Vendor Placement Associate Director, you will significantly contribute to a client 's benefits strategy through managing and/or leading the entire vendor/carrier bid, ... voluntary benefits, etc. You will interface with vendors and client teams, prepare client deliverables, and ensure...for clients with complex service needs + Attends market account planning meetings to understand potential placement activity +… more
- PNC (New York, NY)
- …to be successful in this position. **Preferred Skills** Accountability, Asset Management , Client Relationship Building, Corporate Finance, Decision Making, ... Description** + Develops and executes a business plan with emphasis on client development and increasing business with existing clients. Leads and directs… more
- Banfield Pet Hospital (Newburgh, NY)
- …consistent care aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area Chief of Staff ... partners with the Practice Manager (if applicable) to drive the culture and delivery...aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care. ESSENTIAL RESPONSIBILITIES… more
- WTW (New York, NY)
- …calculations, investment manager searches and selection, portfolio and investment manager monitoring and preparation of materials for client meetings. We ... for our clients. Your work will involve following our manager research process to form views on investment strategies...equities, alternative credit, real assets and liquid alternatives). + ** Client Consulting** - you will support client … more
- Publicis Groupe (New York, NY)
- …begin ownership of client communication or relationship (except when no manager is present) ** Management Responsibilities:** * Oversight of junior associates ... be expected to communicate technical concepts to your assigned client (s) and to ensure account success and...data and platform capabilities * Manages with direction from manager and associate director * Does not have input… more