- City National Bank (New York, NY)
- …on-boarding of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check this data for accuracy. ... Advisor for accuracy. * Oversees the creation of new account paperwork ensuring correct client paperwork is compiled based...assigned to this job. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- Travelers Insurance Company (New York, NY)
- …**Target Openings** 1 **What Is the Opportunity?** Manages the risk control national accounts operation in the assigned region. This includes managing risk control ... account consultants and acting as the liaison to the local national accounts business partners. This role reports to the AVP National Accounts. **What Will… more
- City National Bank (New York, NY)
- …experience for all new clients. Oversees KYC, BSA, document intake/validation, and account establishment. Manages the risk associated with the operational aspects of ... centered experience of exceeding expectations is established and transitioned after account opening. Provides support to the Relationship Team (RM, Credit, Treasury,… more
- Medtronic (New York, NY)
- …20+ hours per week: Health, Dental and vision insurance, Health Savings Account , Healthcare Flexible Spending Account , Life insurance, Long-term disability ... leave, Dependent daycare spending account , Tuition assistance/reimbursement, and Simple Steps (global well-being program). The following benefits and additional… more
- Renaissance (Buffalo, NY)
- …Developing and leading field demand generation programs and campaigns and leverage account -level, state or national sponsorships to build new business ... for:** + Supporting Sales teams in developing and executing account -based or state-wide marketing plans that drive results +...is $74,700 - $102,750. This range is based on national market data and may vary by experience and… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …and fiduciary functions in each of the accounts assigned. The nature of these account responsibilities will vary according to the type and complexity of the ... account . + Provide quality service to each ...aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or… more
- City National Bank (New York, NY)
- …a champion for clients and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client ... in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for...for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- Zimmer Biomet (Albany, NY)
- …a strong sense of belonging. **What You Can Expect** The Director National Accounts-West is responsible for managing and developing strategic relationships with ... and compliance. The Director will lead the execution of regional National Accounts strategy, planning, and special projects, collaborating closely with internal… more
- City National Bank (New York, NY)
- …and risk tolerance based on CNAM models. * Review the assets in each account regularly to ensure that investments meet the client's investment objective and the ... for licenses and certifications. * Ensure that all required account documentation is collected and completed. * For Directed...for bonuses and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- Sysco (New York, NY)
- …Ability to effectively communicate and align FreshPoint's field operations to national customer execution and business growth strategies. The role will require ... of new retail sales opportunities. Seek and qualify prospects under company's account stratification goals + Maintain contact with customer and OpCo leaders,… more