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Provide KYC/AML on-boarding support, collect client-related documentation from front office and coordinate with KYC Utility teams. Interface with Lenders on client onboarding, billing and loan reconciliation and issue resolution.
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The VP, Client Manager is responsible for owning all aspects of client retention for an assigned group of borrowers, generating value for Banc of California by leveraging the Bank's services and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience.
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They are also responsible for overseeing the central reservations function, all aspects of conference and client center planning and extensive Workplace Services at all TIAA locations. Owning the FLIK Quality Assurance process within the three areas of responsibility (Workplace Services, Reservations, and Conference Planning.
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While in this role, the AVP, Client Services Manager should liaise between the Producers and Account Management team to ensure a seamless renewal process for clients, assist the Producers in bringing in and marketing new business, and effectively deliver the resources of NFP to our clients.
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Engage with clients to facilitate sales closures, ensuring solutions effectively address client needs and maximize the value of Capgemini Communications services. Must have product design or product engineering services experience in selling to accounts like Cisco, ZTE, CommScope, Amphenol, Juniper Networks, Palo Alto Networks etc.
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Brand Manager’s will be reporting to the VP, Strategy & Client Services and collaborating with leadership teams to drive results and success for all brand partners. Work closely with the VP, Strategy & Client Services and the ABM to develop business objectives and marketing plans for assigned partners/categories, reflecting overall on how marketplaces impact our partners entire business, and execute on plans to deliver against our partners goals and objectives.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Client Services Learning & Development Manager Location: NYC (3-day in-office requirement) The Client Services Learning and Development Manager operates within the Knowledge Management team, has exceptional leadership skills, and a proven ability to drive learning strategies forward.
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About Us: The Pier Sixty Collection, renowned for its breathtaking waterfront venues, is seeking an enthusiastic and experienced Conference Services Manager to join our dynamic team. Role Overview: The Conference Services Manager plays a crucial role in planning and executing corporate and non-profit events once the sales process is complete.
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Join our dynamic team supporting our global streaming and Media entertainment client as a. Strong knowledge of media streaming services and devices are a plus. Assist in various technical projects and maintenance that may be required (this includes desktop, directory services, telecom, and networking.
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Ability to bring a consultant mindset to your client interactions, with critical thinking, problem-solving and ongoing support. Swayable is looking for a high-performing, fast-learning, and energetic Client Strategy Director to support our enterprise clients, lead the development of strategic pre-testing programs for major accounts, and drive upsell and expansion together with our sales team.
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The Client Accounting Advisory Team is a rapidly growing division of CohnReznick, where we partner with our clients to perform accounting, advisory and technology services. Our services include maintaining of books and records, financial statement close management reporting, assistance with state and local tax filings, virtual controller/CFO services, as well as accounting technology solution development.
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Our client is looking for a Senior Machinery Engineer/Rotating Equipment Engineer who has ideally worked in the industrial gas sector. Responsibilities with other equipment includes pumping services with cryogenic liquids and high-pressure Boiler Feed Water.
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Assists in developing and implementing property-wide initiatives that deliver products and services that create owner engagement while remaining in-line with the condominium documents. Provides homeowners with at least 3 options for vendors or in-house services that can aid in home or unit maintenance.
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O Conduct client meetings and presentations to articulate the value proposition of our data analytics services in addressing the unique challenges faced by the BSFI sector. We are seeking an experienced Data Analytics Director focused on the BSFI vertical, you will assume a pivotal role in leading our data analytics initiatives, providing pre-sales support, and delivering technical advisory services customized to the unique needs of our BSFI clients.
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client services jobs Title: services consultant Company: Bank Of America in New York, NY
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