- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- FranklinCovey (Albany, NY)
- … reporting , and dashboards using Salesforce, Excel, and PowerPoint. ** Client Meeting & Project Coordination** + Coordinate meeting logistics, agendas, materials, ... post-secondary schools and institutions. To learn more, visit franklincovey.com **Title:** Client Partner Assistant **Payroll Title:** Client Partner Sales… more
- FranklinCovey (Albany, NY)
- …teams, including sales, marketing, and product development, to ensure alignment on client needs and deliverables. + ** Reporting and Analysis:** Prepare and ... schools and institutions. To learn more, visit franklincovey.com. **Title:** Mid-Market Client Partner **Payroll Title:** Client Partner - Major Market… more
- Livingston International (Amherst, NY)
- …Responsible to conduct documented internal audit. + Assist MSD in compiling and reporting performance measurement statistics for the Client Service Team. + ... Client Import Analyst Join Livingston, the largest customs...HomeOffice Pennsylvania JOB SUMMARY This position reports to the Manager , Service Delivery and acts as the primary support… more
- Neuberger Berman (New York, NY)
- …end-to-end client journey. + Evaluate digital tools to enhance onboarding, reporting , and client data availability. + In-depth understanding of equities, ... seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for overseeing operational… more
- Livingston International (NY)
- …Responsible to conduct documented internal audit. + Assist MSD in compiling and reporting performance measurement statistics for the Client Service Team. + ... Client Import Analyst Join Livingston and grow your...- US029 JOB SUMMARY This position reports to the Manager , Service Delivery and acts as the primary support… more
- H&R Block (New York, NY)
- …keen assessment skills to ensure proper selection of Tax Advisor match with new client , primary lead on reporting and tracking of Return completions, and will ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Cherry Bekaert (NY)
- …of continued growth within our Accounting Advisory practice, we are currently seeking a Manager for our national team that will have the flexibility to be remote and ... projects. In this role, you will be responsible for handling multiple client relationships with a team of professionals providing consulting around technical… more
- CBRE (New York, NY)
- Meeting & Events Manager - New York City, NY Job ID 245556 Posted 12-Nov-2025 Service line GWS Segment Role type Full-time Areas of Interest Customer Service, ... **About the Role** As a CBRE Meeting & Events Manager , you will be responsible for managing a small...and cross-train team members. Mentor and coach as needed. ** Client Engagement:** Serve as the primary contact for clients… more
- APTIM (Niskayuna, NY)
- **Job Overview:** This position reports to the Program Manager in support of the Decontamination and Decommissioning (D&D) of facilities primarily located at the ... Laboratory, both located in upstate New York. The Technical Manager will be responsible for the preparation of policies...other Program staff to develop D&D strategies, coordinating and reporting to DOE and site stakeholders as appropriate. +… more