- WTW (New York, NY)
- …a broker on the team, managing a portfolio of clients independently while also supporting senior brokers on large, complex accounts . This role is ideal for an ... to ensure seamless service delivery. Additional responsibilities may include assisting senior brokers on large, complex accounts with renewal preparation,… more
- Citigroup (Hicksville, NY)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems...accounts , credit cards, etc.) referral routines to deepen client relationships + Adheres to and comply with Citibank… more
- Citigroup (Brooklyn, NY)
- … accounts , credit cards, etc.) referral routines to deepen client relationships. **Responsibilities:** + Exhibits strong sales and service skills, presenting ... delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly...inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank… more
- Ketchum (New York, NY)
- … account teams. This includes acting as the day-to-day client and account team point-person/lead, with senior support as needed. + Overseeing and managing ... From the day-to-day work, to overseeing junior staff to client relationships, to account relationships, billing and...and responsibilities across the team. + Serving as a specialist and advisor in research and analysis, to include:… more
- WTW (New York, NY)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... **Description** As a Health and Benefits Director, you will lead client engagements involving the design and management of the full array of health and benefits… more
- Mastercard (New York, NY)
- …needs of small businesses. We are looking for a Director, Small Business Sales Specialist for the North American market to help drive growth in the segment through ... dynamic sales pipeline, and closing deals. Role - Director, Small Business Sales Specialist In this SMB commercialization role within the Regional Product team, the… more
- WTW (New York, NY)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new… more
- WellLife Network (Bronx, NY)
- …Accountabilities: + Assist the prescriber on the team with assessment of client physical health, making appropriate referrals to community physicians for further ... progress notes in EHR within 48 hours of all client and collateral contacts. + Ensure all documentation is...the consumers, if applicable. + Coordinate services with other specialist on the ACT Team, ie family specialist… more
- WSP USA (New York, NY)
- This Opportunity Provides professional accounting and financial specialist support to a project team, reviewing and evaluating project charges for accuracy, ... management. + Responsible for lifecycle project accounting from creating project accounts in Oracle, to tracking projects and project budget, validating invoicing,… more
- Raymond James Financial, Inc. (New York, NY)
- …and challenges. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the ... issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Write and edit… more