- TD Bank (New York, NY)
- …point of contact. The Fixed Operations team strives to create efficiency, improve client service levels and reduce operational risk. If you are industrious, ... groups globally to mitigate risk and deliver world class service to our global client base. They...with customer accounts and facilitating the allocation of money manager sub-accounts for client type trading for… more
- Bank of America (Staten Island, NY)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... licenses** + Two years' experience working in the financial service industry and/or a sales environment where...and promote lead generation + Experience balancing investment management, sales activities, and new client development +… more
- Kohl's (Levittown, NY)
- …culture within the department and team through executing recognition programs to reward client experience and sales , providing feedback and coaching + Act as ... and consistent sales floor replenishment to drive sales and enhance the client experience +...+ Authentic passion for beauty + 5 years of Client -facing retail or service industry experience +… more
- Bank of America (Hewlett, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where… more
- Bank of America (Freeport, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where… more
- Bank of America (Brooklyn, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where… more
- FranklinCovey (Albany, NY)
- …Department:** Enterprise Sales **Status:** Full-Time Exempt **Reports to:** Enterprise Sales Manager **Location:** Remote - Anywhere in the contiguous United ... + **Solution Presentation:** Demonstrate the value of our products or services through effective presentations and proposals, addressing client -specific… more
- Public Consulting Group (Albany, NY)
- …with local, state, federal and private service agencies. + Act as project manager or client engagement manager + Direct and manage project development ... and Feasibility Studies PCG seeks a motivated, experienced project manager and senior consultant in the human services...may be remote but will require regular travel to client sites in Rhode Island and others as needed.… more
- Bank of America (Bronx, NY)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, ... help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- Capgemini (New York, NY)
- …a strong impact on our organization. You will often serve as the on-site client manager , strengthening and expanding client relationships and leading ... (Visio and Access are pluses) + Ability to maintain a positive attitude, anticipate client and manager needs, and take proactive steps in the absence of… more