- City National Bank (New York, NY)
- …escalates as appropriate *The Responsibilities* * Assist clients, partner Financial Advisors, Sr . Investment Consultant and Portfolio Manager Teams with client ... and then open accounts * Data entry from pdfs into spreadsheets and Salesforce *The Qualifications* * Excellent computer literacy with a proven proficiency in… more
- CBRE (New York, NY)
- …and other business lines. **What you will do** . Serve as a Product Champion, senior point person, dedicated to the US enhanced return fund series but with the ... investor communication, standard and bespoke reporting, quarterly questionnaires and consultant databases, day-to-day queries, ad hoc communication and fund… more
- Synchrony (New York, NY)
- …the incremental net benefit of the partnership. + Be a business consultant by understanding business needs and requirements, proactively offering analytical and ... analyses, presenting findings and insights. + Experience with CRM tools such as Salesforce . + Knowledge of the dental industry. + Identifying issues, trends, or… more
- American Express Global Business Travel (NY)
- …+ Experience with Sabre, scripts, back office, and mid office processes + Travel consultant skills / experience required - Senior Level + Microsoft system ... new and existing travelers/arrangers + invoicing questions + Client concerns + File Salesforce Support Tickets on behalf of client issues + Provide standard reports… more