- Neuberger Berman (New York, NY)
- …income, derivative, mutual fund, ETF, SMA, and Alternative asset classes and structure client solutions that may incorporate multiple underlying asset types. + ... seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for overseeing operational… more
- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Neuberger Berman (New York, NY)
- …+ **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients. + ** Client Support** : Offer daily support for ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+... servicing abilities. + Ability to organize, prioritize, manage multiple tasks, and keep the team informed on open… more
- Capgemini (NY)
- …entire breadth of business needs, from strategy and design to managing operations with deep industry expertise and command of fast-evolving fields including cloud, ... the Americas and globally. + Understands the key influencers within the client organization, quickly identifies client culture and decision-making process, and… more
- Sedgwick (Albany, NY)
- …the activities of other internal departments such as information technology, operations and business development. + Coordinates client invoicing, audits ... Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services SME - UR/Pharmacy **PRIMARY PURPOSE** : To determine account management… more
- Bank of America (New York, NY)
- …client advocate working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to manage the end-to-end ... Global Markets Client Onboarder New York, New York **To proceed...+ Project manage the end-to-end onboarding process, successfully juggling multiple workstreams, timelines, and milestones to ensure smooth execution… more
- Excellus BlueCross BlueShield (Dewitt, NY)
- …Team environment with sales representatives, Sales and Marketing management team, and Operations team to support client satisfaction and retention strategies. ... we encourage you to apply! Job Description: Summary: The Client Services Consultant is the day-to-day contact for their...Takes a lead role on projects. + Acts as manager in their absence. Minimum Qualifications: NOTE: We include… more
- Cayuse Holdings (Albany, NY)
- …delivery teams (proposal/capture, service delivery, project management or business operations ) balancing client interaction, delivery excellence, and ... TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large,...getting into the trenches by acting as a project manager or consultant coach to your teams during challenging… more
- CBRE (Albany, NY)
- …operational standards. *Willingness to travel 20-25% of the time to support site operations , client meetings, or critical incident response as needed. Important ... Transition Engineering and QHSE Manager Job ID 239140 Posted 23-Sep-2025 Service line...data center industry, with a focus on design and/or operations , QHSE. CBRE carefully considers multiple factors… more