• Account Executive

    BGB Group (New York, NY)
    …in any necessary financial meetings to ensure accurate internal data and to support client financial status communications Qualifications Required + At least 1 ... sheet/status grids daily for accuracy and provides nightly comments/updates to Project Manager as needed Client Partnership + Initially provides information for… more
    BGB Group (09/19/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net...client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service… more
    KeyBank (08/21/25)
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  • Technical Field Specialist

    Cognizant (New York, NY)
    …is running efficiently and according to requirements communicated by the CTS Field Operations Manager and Operations Lead and by the Client Program Managers and ... Cognizant is one of the world's leading professional services companies, we help our clients modernize technology, reinvent processes and transform experiences, so… more
    Cognizant (09/29/25)
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  • Vice President, Healthcare, Investment Banking

    BMO Financial Group (New York, NY)
    …/ leads consistent and reliable technical and financial reports / analyses to support client deliverables. + Understands the complexity of transactions and ... you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable… more
    BMO Financial Group (10/02/25)
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  • Financial Solutions Advisor - Northport Financial…

    Bank of America (Northport, NY)
    …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
    Bank of America (10/03/25)
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  • Business Solutions Advisor - One Penn Plaza…

    Bank of America (New York, NY)
    …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . + Bilingual skills. **Skills:** + Client … more
    Bank of America (09/16/25)
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  • Clinical Intake Coordinator - 127 West 25th Street

    Bowery Residents Committee (Manhattan, NY)
    …case management for a small caseload of clients. + Facilitate one group session to support client engagement and program goals. + Assist in the development and ... provide program orientation, and conduct facility tours. + Develop initiatives to improve client retention and engagement. + Support clients in their transition… more
    Bowery Residents Committee (08/23/25)
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  • Community Linkage & Referral Liaison, Bureau…

    City of New York (New York, NY)
    …suite programming portfolios. - Support the suite with ensuring successful client intake, referrals to services , and management of appropriate client ... WILL INCLUDE BUT NOT BE LIMITED TO: - With support of the FWS manager and the...the Citywide Doula Initiative and those providing mental health support services . - Facilitate referrals into the… more
    City of New York (09/20/25)
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  • Planner Scheduler

    EMCOR Group (Painted Post, NY)
    …States. From corporate campuses to single sites, EFS provides a range of services that support mission-critical areas of financial services , manufacturing, ... **Description** **About Us:** EMCOR Facilities Services (EFS), an EMCOR core business, services...to complete work orders, completing financial information for the client and providing EXCELLENT customer service . We… more
    EMCOR Group (09/30/25)
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  • Global Benefits Associate Director

    WTW (New York, NY)
    …and updating country profiles + Meet revenue and billable hour goals as described by manager + Support the generation of new business as part of the broader ... variety of different business, cultural, language and regulatory environments. Our Global Services and Solutions line of business helps these companies navigate the… more
    WTW (09/27/25)
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