- Deloitte (Jericho, NY)
- …tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, billing, management, and engagement ... Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients...client . + Supervise the daily operations of your engagement teams and their delivery of compliance and consulting… more
- City National Bank (New York, NY)
- …well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * It is ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Spectrum Health and Human Services (Orchard Park, NY)
- …targeted training to programs based on audit findings, performance measures, and regulatory changes. + Promote awareness and engagement in continuous quality ... delivery of high-quality behavioral health services that meet or exceed regulatory standards, contractual requirements, and best practice guidelines. This role… more
- City National Bank (New York, NY)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more
- Citigroup (Hicksville, NY)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** :… more
- Citigroup (New York, NY)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service… more
- City National Bank (New York, NY)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies… more
- Citigroup (Brooklyn, NY)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. **Responsibilities:** + Exhibits strong sales and service skills,… more
- City of New York (New York, NY)
- …capacity. Under the supervisory direction of the Associate Benefits Opportunity Specialist I, with some latitude for independent judgment and decision making, ... the Benefit Opportunity Specialist (BOS) is responsible for providing various functions of...assistance is provided on time and in accordance with regulatory guidelines. Provide comprehensive service delivery to participants after… more
- Neuberger Berman (New York, NY)
- The Equity Product Marketing Specialist will play a key role in developing and executing marketing strategies for our equity investment products. This role requires ... teams to translate complex investment strategies and market views into clear, client -focused messaging and content + Support sales teams with timely product… more