- Citigroup (New York, NY)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's...Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent… more
- RELX INC (New York, NY)
- …and new products by attending relevant trainings and meetings as directed by Sales team , your manager , by Product Management, or by other Business Departments ... business travel devoted to time traveling to Sales and Solution Architect team meetings, client /prospect site calls (demonstrations/presentations, and to attend… more
- Atria Wealth Solutions (Corning, NY)
- …candidate who possesses the drive and passion to deliver the highest level of service to credit union members and clientele to help manage their wealth. The ideal ... will be self-motivated and be able to motivate other team members to promote the solutions to help clients...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- Deloitte (New York, NY)
- The Tax Transformation Office (TTO) serves Deloitte Tax, focused on transforming client service delivery inclusive of people, process, and technology in order ... our Tax Professionals to deliver efficient, high value, quality service to our clients. The TTO Commercial team...or information technology related field + 3+ years of client service experience in strategy and operations… more
- US Bank (New York, NY)
- …significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, ... planning, and insurance products lead on the Wealth Management Team . In This Role You Will: + Meet with...the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are… more
- CDM Smith (Poughkeepsie, NY)
- …Team through effective leadership and teamwork to successfully deliver projects and client service , while maximizing the long-term profitability of the firm. ... Primary responsibilities for this role include: * Supervising a team of Senior Project Managers in the day-to-day operation...Managers. * Business development skills and experience such as client service and proposal preparation. * Leadership… more
- Villa of Hope (Rochester, NY)
- …+ Documents progress notes for each visit with clients as assigned in the Electronic Client Record (eCR) within the day of service + Track and monitor progress ... and experience $15.50-18.00/hr DEPARTMENT/PROGRAM: Hope Place SUPERVISOR: Hope Place Program Manager FLSA: NON-EXEMPT JOB SUMMARY: Under the general direction of the… more
- Jensen Hughes Inc. (New York, NY)
- …promoting recruitment, retention, and innovation. **Responsibilities** + Lead and manage a team of approximately 20 professionals across multiple service lines, ... client expectations through clear, proactive communication and support team members in client interactions. + Assist...and accepted by a Human Resources or Talent Acquisition manager , or member of the talent acquisition team… more
- Paramount (New York, NY)
- …planet now all were missing isYOU!Becoming a part of Paramount means joining a team that values authenticity and embraces inclusion for all. We are searching for ... an HR Operations Coordinator to join our HR Operations team ! Reporting to the HR Operations Director, this ...along the way Collaborate with cross-functional teams to develop self- service knowledge content for employees to access via MyAssistant… more
- 24 Hour Fitness, INC. (Valley Stream, NY)
- …member retention, client acquisition, and supporting the club's Fitness Coach Team . The Head coach will embody 24 Hour Fitness's core values, designing ... and training of new coaches. ▪ Assist the General Manager in interviewing and hiring coaches. ▪ Support and...client , following company guidelines. ▪ Assist in member service activities such as fitness seminars, training days, and… more