- Principal Financial Group (New York, NY)
- …our Private Fund Services team, leading end-to-end delivery of exceptional client service for our Private Fund Clients, orchestrating seamless collaboration ... address evolving client needs Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live… more
- BlackRock (New York, NY)
- …(eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating key ... and operational consistency. **Qualifications and Skills** + **Experience:** 3+ years in client servicing, onboarding, or related financial services roles. +… more
- S&P Global (New York, NY)
- …share client feedback and understand strategic road maps * Partner with Professional Services with client onboarding events to ensure appropriate ... all sell-side and buy-side clientele, across all facets of client service and application support * Host...S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard… more
- Robert Half-Robert Half Corporate (New York, NY)
- …your responsibilities will include: + **Business development:** Develop and grow your own client base by marketing our services for full time placement solutions ... contract professionals currently on assignment to ensure both receive exceptional customer service . In addition, the client solutions manager will resolve any… more
- Datavant (Albany, NY)
- …complex problems with technology-forward solutions. Datavanters bring a diversity of professional , educational and life experiences to realize our bold vision for ... healthcare. The Client Success Manager is part of the Datavant organization...ensuring that they receive the best possible result delivery, service and support. + Manage coordination, tracking and reporting… more
- AON (NY)
- Aon is looking for a Private Client Producer! As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... based on your local networks, connections, and communities, and focus on developing client and referral opportunities in our High Net Worth- Private Client … more
- Wells Fargo (Syracuse, NY)
- …will:** + Participate in Wells Fargo Advisors training program for meeting personal, professional , and organizational client service and financial goals ... 65) exams to qualify for immediate registration (or FINRA recognized equivalents) + Financial services experience + Client services experience + 6 + months… more
- Truecare Homecare Agency (Brooklyn, NY)
- …experience in home care, telehealth, healthcare services , luxury hospitality, or elder services . + One Senior Private Client Outreach & Marketing Lead with ... do. We empower underserved populations with a diverse range of home-based care services , including Home Health Aide (HHA) services , Remote Patient Monitoring… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 07 **The Team:** As a member of the Credit Client Services team, you will serve as an expert on Credit Ratings, Credit ... Analytics, and the Market Intelligence Platform. Credit Client Services interacts with many internal teams,...and how they use our tools, as a Credit Client Service Associate, you will be a… more
- Citigroup (New York, NY)
- …business and the upstream and downstream influences Demonstrated ability to provide outstanding client service at a senior level Exceptional written and oral ... Client Mgt Lead Analyst is a strategic professional who stays abreast of developments within own field...client relationship and ensures the delivery of market-differentiating service by acting as the client 's advocate,… more