- Bank of America (New York, NY)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... overall client and investment management philosophy. The position will focus on client service and detailed portfolio analysis. You will build up your… more
- Tradesmen International, Inc. (Syracuse, NY)
- …+ Maintains and exceeds sales goals set by the Company + Communicates detailed Client needs to the Operations team o Generates sales leads and prospects ... services, emphasizing Safety, Productivity and Craftsmanship. Our industry leading operations and service are a direct result of our dynamic, driven, and team… more
- AON (New York, NY)
- …primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned ... and internal activities related to these processes. The Account Manager will also assist Brokers (as necessary) particularly in... Client Services (ACS), coordinating activities of the client service team and ACS… more
- Public Consulting Group (Albany, NY)
- … performance, metrics and benchmarking best practices. + Understands, establishes and drives client service delivery standards to all client and PCG ... and translate opportunities to provide and improve PCG's services in response to evolving client needs and market trends. _Leadership & Team Building_ + Works in… more
- Bank of America (Flushing, NY)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, ... to financial center associates during meetings to assist with team delivery of an exceptional client experience...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Grant Thornton (New York, NY)
- …to execute multiple engagements and completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, ... systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… more
- Banfield Pet Hospital (Newburgh, NY)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery...medicine, a focus on preventive care, providing a great client experience, and partnership with the hospital team… more
- BMO Financial Group (New York, NY)
- …+ Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the ... volumes. + Provides research and data gathering to sales team to facilitate solution to the client 's/prospect's...'s/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience… more
- IBM (Buffalo, NY)
- …End migration projects within budget and timeline with defined outcomes to drive client success * Manage contracts, pricing and resources for the cloud migration ... close opportunities with signings targets of $10M * Understand our client 's strategic needs, business objectives, articulate and formulate proposals and statements… more
- TD Bank (Middle Village, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of TD Wealth...to provide goals-based advice, an introduction to the centralized client servicing team as per client… more