- Bank of America (New York, NY)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- City National Bank (New York, NY)
- …the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. Monitors and maintains ... colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Solvay Bank (Syracuse, NY)
- …timely and complete documentation consistent with regulatory and policy requirements. Relationship & Client Service + Serve as a secondary point of contact for ... sound credit quality, compliance with regulatory and policy requirements, and timely service to commercial clients. The Portfolio Manager supports Relationship… more
- Bank of America (Brooklyn, NY)
- …culture **Required Qualifications:** . Has proven success in consultative sales in financial services or in business-to-business sales . Ability to demonstrate ... Business Banking Relationship Manager -Brooklyn Brooklyn, New York **To proceed with your...development and deepening . Thorough knowledge of small business financial products and services . Familiarity with… more
- Oracle (Albany, NY)
- …in not only cloud migration but in building, delivering, and operating cloud services / tooling that advance Oracle's media-first cloud vision. Experience with video ... Recruit, hire and maintain engineering staff / consultants which deliver and operate cloud services that enable M&E firms to move their workloads to OCI. + Lead… more
- CBRE (Albany, NY)
- …ideal candidate will independently drive operational excellence while maintaining the strong client service standards that define our practice. Our team fosters ... contractual obligations are met. + Facilitate collaboration between business development, client service teams, and supplier partners; coordinate internal… more
- Bank of America (New York, NY)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- GMHC (New York, NY)
- …technical competencies to effectively manage case documentation, reporting, and client services : Intermediate proficiency in Microsoft Excel, including: ... Intake Case Manager WFH Flexible * New York, NY (http://maps.google.com/maps?q=New+York+NY+USA+10018)...Intake & Assessment: + Collaborate with HRA to verify client eligibility and ensure enrollment in GMHC services… more
- KeyBank (Buffalo, NY)
- …the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and delivers client ... Manager (RM) is at the center of this client promise, acting as the primary client ...community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as… more
- KeyBank (Albany, NY)
- …the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and delivers client ... and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client...community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as… more