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3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor's time spent on non-client facing tasks.
$133,509 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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At least two years of post-residency experience working with individuals with mental illness in a criminal justice setting (jail, prison, probation and/or parole) or public health community setting.
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At NYC Health + Hospitals, our mission is to deliver high quality care health services, without exception. NYC Health + Hospitals/Bellevue is America’s oldest public hospital, established in 1736.
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Ensure that client care coordinators are providing families with appropriate referrals and linkages between mental health providers, government agencies and other related community-based services as needed.
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Keywords: Direct service professional, counselor, residential counselor, direct care counselor, habilitation specialist, human services, social services, social worker, case manager, health services, developmental disabilities, mental health behavioral health, OPWDD, OMRDD.
$55,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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ROLE: Account Executive, Client Services - 6 Month Freelance. Department Client Services Locations New York Remote status Hybrid Remote. From big brand launches to shifting perceptions and from riding fast trends to driving footfall, Influencer builds ideas with impact to deliver outcomes that drive your business forward via an unmatched client experience.
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Supporting the Account Executive (AE) is a high-performance team of professionals from Sales Management, Legal, Finance, Sales Operations, Marketing, Account Development, Pre-Sales Solutions Consulting, Professional Services, Research & Development and Customer Success.
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Sales & Client Service Coordinate with Relationship Manager and AML/Compliance and/or OFAC Sanctions Team for any BSA or sanctions related cases follow-up. Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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Voluntary benefits like company-paid identity theft protection and resources for pets, mental health and meditation resources, industry-leading fertility coverage, fully paid leave for childbirth or bonding, fully paid leave for caregivers, programs for loved ones with developmental disabilities and neurodiversity, subsidized back-up child and elder care, and reimbursement for adoption, surrogacy, tuition, and student loans.
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Our Tax practice seeks an experienced Attorney with a LL.M. in Taxation whose focus has been in research and resolution of tax law and tax matters related to individual, corporate, trusts & estates, domestic and international taxation issues, to join our Tax Controversy Services team as a Tax Senior Manager.
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Doyle Security Services is currently recruiting for a Global Security Operations Center (GSOC) Manager. In this role you will be responsible for building a 24/7/365 GSOC for a multinational media client and managing a team of operators that must assess domestic and international risk to the firm's buildings, events, and operations, provide duty of care support for the firm's journalists and business travelers, lead firm-wide crisis management, and operate all company access control and video monitoring systems.
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This individual will work closely with cross-functional internal teams such as Sales, Business Operations, Ad Tech Ops, Product Operations and Client Services as well as external teams at Pandora’s key strategic partners within the Programmatic ecosystem.
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Working with top-tier brands on flawless campaign executions will help you grow in your role and get first-hand experience with the overall creator economy while receiving exceptional training from our tenured Client Services team.
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Work closely with internal team members (Private Client Advisors, Private Banking and Fiduciary) to support further growth of the organization’s UHNW client segment, identify new business opportunities, expand current relationships and introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.
$265,950.31 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The ideal candidate for this role should have strong communication and organizational skills, with 2-4 years experience in BD, partnerships, or account management. And experience in experiential marketing, F&B partnerships, and events is a major plus.
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client services account manager experience better health jobs Title: account manager in New York, NY
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