- Wells Fargo (Woodbury, NY)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- LinkedIn (New York, NY)
- …our customer needs are met. + Travel requirements: approximately 20% of the time for team offsite, LinkedIn conferences, and client meetings. **Basic ... that the market provides. LinkedIn Marketing Solutions is searching for a Sr. Client Solutions Manager to manage relationships with our large and often most complex… more
- Guardian Life (New York, NY)
- …seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client ... ** Client Manager, Key Market** Do you have a...experience servicing accounts and/or account management. + Strong customer service acumen. + Demonstrated success in dealing with brokers/consultants… more
- Moonbug Entertainment (New York, NY)
- …implement processes and best practices to ensure that clients receive a high level of service and support + Ensure that client data is accurately tracked and ... Thank you for considering the Director, Client Success role with Moonbug Entertainment, an award-winning...live events, and even theme park exhibits. Moonbug is part of Candle Media, an independent, creator-friendly home for… more
- Publicis Groupe (New York, NY)
- …base. Evaluate performance and make recommendations for future investments. + As part of a client management team, collaborate with cross-departmental teams ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 27 years of experience and… more
- KeyBank (Suffern, NY)
- …advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and ... will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets....change or new ones may be assigned at any time with or without notice + Complies with all… more
- Catholic Charities Family Community Services (Rochester, NY)
- …**Level** Entry **Job Location** 87 North Clinton Ave - Rochester, NY **Position Type** Part Time **Education Level** High School Diploma or GED **Salary Range** ... program and to be flexible to fill in work time to give our participants the best support possible....mileage and timesheet records. + Maintains up to date client service schedule on agency system (such… more
- Wells Fargo (Oneonta, NY)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Datavant (Albany, NY)
- …professional, educational and life experiences to realize our bold vision for healthcare. The Client Success Manager is part of the Datavant organization and is ... is powered by the right data, at the right time , in the right format. Our platform is powered...responsible for successful completion of all client projects. The team coordinates efforts between internal resources… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person...believe we would pay for this role at the time of this posting. We may ultimately pay more… more