- Bank of America (Stamford, CT)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a… more
- Bank of America (Northport, NY)
- …a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), ... support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- CRC Insurance Services, Inc. (Melville, NY)
- …on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. ... Broker Support Specialist is our in-house expert delivering exceptional service to our brokers and customers. They will perform...brokers and customers. They will perform various routine and defined support tasks in an office environment, up to… more
- Truist (Garden City, NY)
- …on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation ... days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https:// benefits .truist.com/) .… more
- CRC Insurance Services, Inc. (Woodbury, NY)
- …on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. ... Coordination with the sales team and clients to secure client engagements; + Preparation of exchange documents and related...prioritize work; + Demonstrate a high level of customer service ; + Strong organizational skills and attention to detail… more
- Catholic Health Services (Melville, NY)
- …Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and ... acute care hospitals, three nursing homes, a home health service , hospice and a network of physician practices across...performance and adjusts content strategy as needed. Assists with client reports, scopes of work, and memos, and other… more
- Citigroup (Huntington, NY)
- …area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Deloitte (Stamford, CT)
- …develop client relationships + Strong work ethic with a commitment to client service excellence Information for applicants with a need for accommodation: (1) ... but also can be innovative, capable of addressing ill defined , complex problems and have a business orientation. Other...plans + Prepare SQL models to price health plan benefit changes + Review MA and Part D bid… more
- TD Bank (Huntington, NY)
- …recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, ... + Delivers Legendary experience by helping customers, building relationships, and delivering service and advice + Understands and supports the Bank's Customer … more
- H&R Block (Hicksville, NY)
- …role in leading a geographic district of our retail tax offices and growing their client bases. When you join us as a District General Manager, you will visit the ... in each office to increase revenue profitably, control expenses, and promote client satisfaction through a consistent and positive experience. **What you won't do… more
- TD Bank (Melville, NY)
- …matter expert in financial planning concepts and demonstrates advanced proficiency in client lifecycle management to support client facing associates + Stays ... Experience:** + Undergraduate degree/ college diploma preferred; and/or, + 4-7 years client facing experience as a financial advisor and/or manager and/or experience… more
- Catholic Health Services (Melville, NY)
- …Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and ... to record workload and events, including Agile Methodology, Time Tracking and Service Desk ticket applications. 10. Demonstrates a commitment to customer service… more
- ADP (Melville, NY)
- …In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that ... sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate… more
- Charles IT (Stamford, CT)
- About Us: Exceptional Service . Endless Improvement. Passionate People. Honest and Forthright. These values guide everything we do, and we achieve them thanks to the ... building out a center of influence, and the ability to understand diverse client needs and offer solutions that align with their goals. We're seeking candidates… more
- Advantage Solutions (Holbrook, NY)
- …You will oversee product preparation and presentation, training and provide superb service to all Club members. This position requires strong communication between ... based on needs) + Work-life balance! + Full Time Benefits (Medical, Dental, Vision, Life) + Short and Long-Term...products + Communicate strategies and tactics to achieve sales, service and operational excellence + Support the maintenance and… more
- City Wide Facility Solutions (Hauppauge, NY)
- …partners. What you will do + Find and research businesses that would benefit from City Wide's services. + Make 60-75 prospecting attempts (calls/emails) per day. ... Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set. + Support… more
- Nestle (Bohemia, NY)
- …a 401k with company match, healthcare coverage and a broad range of other benefits . Incentives and/or benefit packages may vary depending on the position. Learn ... development, opportunities to learn from talented colleagues around the globe, and benefits that support physical, financial, and emotional wellbeing. Join us to… more
- Catholic Health Services (Rockville Centre, NY)
- …Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and ... 16,000 employees, six acute care hospitals, three nursing homes, a home health service , hospice and a network of physician practices across the island. At Catholic… more
- Broadridge Financial Solutions (Edgewood, NY)
- …delivery of several concurrent projects, guiding scrum teams through the organizations defined agile processes and practices, and actively working to remove blockers ... on refined stories in a prioritized fashion to maximum business benefit + Facilitate agile processes including: sprint iteration planning, backlog refinement,… more
- Compass Group, North America (Melville, NY)
- …Crothall serves many of the Top 100 Hospitals throughout its over 1300 healthcare service teams in 46 states. Crothall has been recognized as one of Modern ... budgets Ensures corporate procedures are installed and operating Ensures company and client capital assets are secured and maintained in first class working… more