- Raymond James Financial, Inc. (New York, NY)
- …knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization ... and its clients. Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. Works at… more
- Aerotek (Utica, NY)
- …Receiving teams. In this essential role, you'll be responsible for managing freight flow, unloading 18-wheelers, palletizing materials, and using conveyance systems ... to process inventory. You'll also support cross-dock operations by moving products directly to shipping. **Key Responsibilities** + Manually unload freight and stack materials on pallets at designated dock locations. + Use scanners, terminals, and scales to… more
- KeyBank (Greece, NY)
- …on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. + Review and maintain ... knowledge of product guides, fees, and policies to stay current on offerings. + Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice + Complies with all KeyBank… more
- Citigroup (Getzville, NY)
- …regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 ... years of relevant experience + Recommended licensing/registration: Series 7, Series 9, Series 10, Series 63 + Consistently demonstrates clear and concise written and verbal communication skills **Education:** + Bachelor's Degree/University degree or equivalent… more
- Carrier (East Syracuse, NY)
- …system requirements + Provide an interface with the finance department by managing collections and resolving payment disputes + Prepare order reports, invoices, and ... warranty registration + File freight claims for direct sale customers + Receive customer purchase orders, match to quotes, and verify terms and conditions + New customer set-up **Basic Qualifications** + High School Diploma or GED + 2+ Years of Customer… more
- JPMorgan Chase (Brooklyn, NY)
- …process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt ... resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents. **Job Responsibilities**… more
- BlackRock (New York, NY)
- …a wide array of portfolio management activities. The portfolio manager will be managing a diverse range of pooled funds, client mandates and model portfolios. ... Responsibilities will cover portfolio design, construction, and implementation; contributing to investment research and commercial efforts; and driving technology and process enhancements across the PM platform to deliver investment performance, consistency… more
- Kelly Services (New York, NY)
- …as quick-start guides and best practice modules for Sales + Assist in managing the digital tool marketing budget + Provide logistical and administrative support to ... Sales teams + Ensure integration of digital tools across the customer journey to enhance consistency and post-sale engagement **Must-Haves:** + Bachelor's degree required + Minimum 3 years of relevant experience + Will consider candidates with 2+ years if they… more
- BlackRock (New York, NY)
- …team plays a central role in supporting the platform's growth by managing product-related data, responding to client due diligence requests, and ensuring the ... accuracy and consistency of investment information across channels. This role is a key part of the workflow supporting marketing and client decks, client due diligence and reporting, with a strong emphasis on data integrity, analytical rigor, and… more
- Publicis Groupe (New York, NY)
- …media billing and budgets + Ensure compliance for tasks such as: + Managing client-specific billing procedures + Product codes and other systems work + ... Create/enforce workflows & processes such as: + Billing verification process project management + Ensure accuracy of data pulls from various systems (Media Tools) + Compile, or guide team members in compiling, client-specific reporting (eg publisher spend,… more