- Bank of America (New York, NY)
- …Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior ... team with time sensitive updates + Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring… more
- Confluent (Albany, NY)
- …curve. In this role you'll partner with Account Executives to be the key technical advisor in service of the customers. You'll be instrumental in surfacing the ... customers' stated or implicit Business Needs, and coming up with Technical Designs to best meet these needs. You may find yourself at times facilitating art of the possible discussions and storytelling to inspire customers in adopting new patterns with… more
- Neuberger Berman (New York, NY)
- …scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth clients. ... Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under...Services Team + Act as a liaison between Wealth Advisor , Neuberger Berman Portfolio Managers, Asset Management Business Control… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... excellent customer service and problem-solving skills to confidently provide information and...and post-meeting documentation + Manage client needs regarding processing, service , and problem resolution in a timely and accurate… more
- Wells Fargo (Oneonta, NY)
- …. **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- CVS Health (Mamaroneck, NY)
- …Experience** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty sales enthusiast! **Why You'll… more
- Deloitte (New York, NY)
- …of AI and ML for cyber defense and operations issues. We serve as a trusted advisor and managed service provider bringing a mix of capability and capacity across ... they need to continuously develop, innovate, automate, scale, and operate in service of organizational performance and growth. Cyber Detect & Respond practitioners… more
- Citigroup (New York, NY)
- …to be able to raise problems to appropriate technology and business teams, while adhering to Service Level Agreements. + Acts as advisor or coach to new or lower ... their operating environments, focusing on stability, quality and functionality against service level expectations. + Start of day checks, continuous monitoring, and… more
- Raymond James Financial, Inc. (Somers, NY)
- …Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a ... dynamic Client Service Associate who is a motivated, detail oriented and...organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. +… more
- Deloitte (New York, NY)
- …pursuit and growth of clients within our BPaaS (Business Process as a Service ) / BPO practice, which focuses on selling and delivering technology-enabled business ... effective sales strategies, manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process. Key Responsibilities + Drive… more
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