- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services , L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide ... the following: + Identifies and evaluates customer needs for financial services , assess the objectives and goals...continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager … more
- Cardinal Health (New York, NY)
- …experienced health system advisor, master communicator, problem solver, and ongoing project manager responsible for the customer relationship with a large, ... City financial district 2-4 times per week. Responsibilities _Customer Relationship and contract management_ + Manages a large IDN customer account portfolio… more
- Lincoln Financial (Albany, NY)
- …evolving team. As an Account Manager , you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class ... #:** 75055 **The Role at a Glance** We are excited to bring on an **Account Manager ** to our Retirement Plan Services business line to work from home or… more
- Northwell Health (Mount Kisco, NY)
- …collection of Part B revenues; coordinates physician schedules pertaining to division services ; keeps abreast of all billing, coding and reimbursement related issues ... to ensure timely and appropriate management of clinical and financial issues, which may comprise patient care in the...care in the department. 10.Establishes and maintains a working relationship with the physician staff with respect to their… more
- Bank of America (New York, NY)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager New York, New York **To proceed with...industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the… more
- Heritage Financial Credit Union (New Paltz, NY)
- …and building a stronger community. We believe that everyone deserves access to affordable financial services , and we are dedicated to providing our members with ... Assistant Branch Manager - New Paltz New Paltz, NY (http://maps.google.com/maps?q=234+Main+St.+Suite+B+New+Paltz+NY+USA+12561) * Retail Banking Job Type Full-time… more
- City National Bank (New York, NY)
- …related opportunities (eg develop prospect lists, attend pipeline meetings, review relationship manager portfolios and existing client lists, utilize portfolio ... *GLOBAL TRADE SUPPLY** SALES MANAGER ** WHAT IS THE OPPORTUNITY? *The GTS Sales...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- PNC (New York, NY)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness offers a comprehensive suite ... is preferred: professional services , manufacturing, healthcare, wholesale, general services . **Job Description** + Handles relationship management activities… more
- M&T Bank (Rochester, NY)
- …Your Customer (KYC) and customer information profile (CIP)). Profiles customers to identify financial needs across all product and service lines, resolves ... and coaching the Bank's sales process. Plays key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and… more
- Research Foundation CUNY (New York, NY)
- …The position involves strategic thinking, program implementation, coordination, and university-wide relationship management. The Senior Manager for Campus and ... Job Title: Senior Manager for Campus and Fiscal Operations PVN ID:...staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial… more