- PNC (New York, NY)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness offers a comprehensive suite of ... with clients. You will also work directly with knowledgeable client services teams and partners to support the growth...the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully… more
- WTW (New York, NY)
- …spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, ... create client deliverables, and ensure quality standards are met. You...actuarial / underwriting training encouraged + Working Hybrid while reporting to any of our WTW offices in NY,… more
- M&T Bank (Syracuse, NY)
- …growth and asset quality under the direction of the Commercial Operations Manager and delivers superior customer service to internal and external customers. ... monitoring overdrafts, rate changes, payment delinquencies, maturities, third party reporting and other portfolio exceptions. Manages restricted loan reserve… more
- TD Bank (New York, NY)
- …frameworks, guidelines and standards for testing, monitoring, risk assessment, reporting and other activities** + **Internal Audit, regulatory exam, and ... advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex… more
- East House Corporation (Rochester, NY)
- …on-duty hours and collaborate with appropriate staff to resolve issues. Documentation and Reporting . Ensure all client interactions, service plans, and progress ... and group counseling, and coordination with external providers. Requirements RESPONSIBILITIES Client Services and Goal Achievement:. Partners with each client … more
- East House Corporation (Rochester, NY)
- …on-duty hours and collaborate with appropriate staff to resolve issues. Documentation and Reporting . Ensure all client interactions, service plans, and progress ... and group counseling, and coordination with external providers. Requirements RESPONSIBILITIES Client Services and Goal Achievement: . Partners with each client… more
- Principal Financial Group (New York, NY)
- …+ Maintain Sales Force CRM: data entry, clean-up, validation and proactive reporting and engagement tracking for effective team outreach. + Create and update ... current search activity and update business profiles based on client and consultant exposures, preferences, historical investment interestsand decision-making… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...communication with assigned customers, if needed by RM (relationship manager ). + Coordinate and communicate critical account information to… more
- Cognizant (Albany, NY)
- …PItoPI, RDBMS, UFL, EMDVB and SISBatch and has successfully implemented within several client projects. * Advanced understanding of how SQL Databases are setup & ... of varying scope. * Provides resourcing estimates and technical configurations, of client quotations, to the Business Development Team. * Mentors, trains and… more
- SitusAMC (Albany, NY)
- …specific escrow requirements. + Manage information/communication flow between Borrower and Lender/ Client along with the assigned asset manager , as necessary. ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...Asset Management (SAM) and will oversee daily operations and reporting obligations for our clients' portfolios of commercial real… more
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