- H&R Block (New York, NY)
- …team + Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that ... Leader and District General Manager as necessary + Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly… more
- City of New York (New York, NY)
- …focus on - Microsoft Excel - Strong organization - Flexibility and willingness to travel . - Excellent presentation skills Why you should work for us: - Loan ... reasonable accommodation to participate in the job application or interview process, contact Sye-Eun Ahn, Director of the Office of Equal Employment Opportunity, at… more
- City of New York (New York, NY)
- …- Proficient in Microsoft Office - Strong organization - Flexibility and willingness to travel - Excellent presentation skills Why you should work for us: - Loan ... reasonable accommodation to participate in the job application or interview process, contact Sye-Eun Ahn, Director of the Office of Equal Employment Opportunity, at… more
- JPMorgan Chase (New York, NY)
- …RIA segment. In this role, you will serve as the primary point of contact for high-value clients, and requires a proactive approach to identifying business needs, ... analytical mindset, focused on delivering long-term value and results. + Willingness to travel as needed. + Bachelor's degree. + Series 7 & 63 licenses **Preferred… more
- City of New York (New York, NY)
- …in Microsoft Office * Strong organization skills * Flexibility and willingness to travel * Excellent presentation skills Why you should work for us: - Loan ... reasonable accommodation to participate in the job application or interview process, contact Sye-Eun Ahn, Director of the Office of Equal Employment Opportunity, at… more
- Carlson Waginlit Travel (NY)
- … contact . May manage first level customer complaints/escalation (pre- travel or on-trip) . Resolves complex problems/escalations including non-standard and multi ... News Media Client CWT is one of the world's leading digital travel management companies and as a Business-to-Business-for-Employees (B2B4E) travel management… more
- Kyndryl (Albany, NY)
- …CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, deliverables ... Us' during the application process, select 'Employee Referral' and enter your contact 's Kyndryl email address. Kyndryl is committed to creating a diverse environment… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief Compliance and ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more