Portfolio Management Client Care Specialist
City National Bank
City National Bank in New York is seeking a Portfolio Management Client Care Coordinator to support the Portfolio Management Team in delivering exceptional client and business-partner experience. You will solve client and advisor inquiries related to operations, act as liaison with Client Service teams, ensure data accuracy and regulatory compliance, and assist with webinars, travel planning, and materials distribution. #J-18808-Ljbffr City National Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Management Client Care Specialist in New York, NY vacancy
- National Veterinary Associates in New York is seeking a front desk assistant to greet clients, answer questions, schedule appointments, and manage payments. You will handle calls, mail, and emails, while keeping client records up to date in the practice management system...Suggested
- Soho House & Co. is seeking a meticulous Trade Operations & Client Services Specialist to manage post-sale support for high-value orders and premium clients. You will coordinate with UK/US/EU teams, resolve delivery issues, and ensure exceptional service for trade customers...Suggested
- Passionate about improving lives, the full-time remote Client Care Specialist will provide exceptional support to seniors and their caregivers by managing client interactions, resolving inquiries, and ensuring a high-quality experience with innovative communication technology...SuggestedFull timeWork at officeRemote workFlexible hoursAfternoon shift
$40k - $46k
...Full-Time Care Management Specialist Reports to: Director of Care Management Services Queens/Manhattan, New York United States Responsibilities : Identify the targeted risk population per PCP referral, risk stratification, and patient lists Handle case...SuggestedFull timeFlexible hoursWeekend workCharles B. Wang Community Health Center
New York, NY18 hours ago- ...Northwell Health in Queens is seeking a Care Management professional to coordinate Health Home Plus services for high-risk populations... ...maintaining panel management, coordinating with hospitals, PCPs, specialists, and community resources, and tracking high-risk patients...Suggested
Northwell Health
New York, NY4 days ago $75k - $90k
...Day You'll Real Estate Business Development, Data, & Account Management Support Maintain accurate records in Salesforce CRM,... ...contractors, and ensure annual lead generation across Pilot's building portfolio Support the Direct and Inbound Sales team through prospect...For contractorsWork at office3 days per weekPilot
New York, NY18 hours ago$33.5 - $37 per hour
...Located Remotely? N Position Type Non-Management Pay Range: $33.50-$37.00 per hour... ...events). Serve as the point of contact for clients and communicate with them by phone and... ...Regis. In joining St. Regis, you join a portfolio of brands with Marriott International....Hourly payFull timeWork experience placementWork at officeRemote workMarriott
New York, NY18 hours ago- ...Care Management Coordinator Responsible for the execution of the non-clinical aspects of the... ...a case. Work seamlessly with the Care Specialists, Care Managers and Social Workers (and... ...and Abilities ~1 2+ years of previous client-facing or data entry experience in a health...Remote jobWork experience placementFlexible hoursNight shift
- ...Zone schedule, the part-time Remote Care Coordination Specialist will complete tasks related to Care Coordination... ..., including electronic filing, order management, and insurance verifications. Key... ..., efficiency, and compliance with client protocols Evaluate and electronically...Remote jobPart timeWork at office
- City of Lincoln is seeking a full-time administrative support role in Brooklyn, NY to assist with care management tasks and vaccine appointment coordination. The candidate will register members, schedule appointments, gather documentation, and help with outreach and administrative...Full timeWork at office
- ...York is seeking a Residential Support professional to ensure residents receive quality care, establish daily living routines, and supervise activities. You will enforce behavior management strategies and address residents’ educational and health needs while modeling...
- Employment Type: Full time Shift: Description: Mercy Home Health Care has a need fora Full-time (1.0 FTE - 40 hours weekly) RN WOCN... ...Provides patient, family, and staff education regarding wound management, prevention of pressure ulcers, support surfaces, dressing selections...Full timeTemporary workWork at officeLocal areaShift work
- ...A leading memory care provider located in New Jersey is seeking a professional to oversee daily operations of their Memory Care Unit... ...improvement evaluations. Candidates must be Certified Dementia Specialists with a current CNA license and a Bachelor's degree. This...
CIS Management, Inc.
New York, NY2 days ago - ...Transcarent is hiring a Remote Care Operations Specialist to support day-to-day execution of care programs. You will analyze cases, review cost... ...organizational, and communication skills to work with clinical, billing, and client teams in a fast-paced environment. #J-18808-LjbffrRemote work
Transcarent
New York, NY18 hours ago - ...Court Square Animal Hospital in Long Island City, NY is seeking a Client Service Representative to join our team. The CSR will handle front-desk duties, greet clients, and support patient flow in a fast-paced veterinary setting. Ideal candidates have veterinary receptionist...Full time
Court Square Animal Hospital
New York, NY4 days ago - ...individuals with developmental disabilities in personal care, travel, social, home management, and life skills to maximize functioning in the community... ...probation is mandatory, with First Aid/CPR preferred to ensure client safety. #J-18808-Ljbffr Birch Family ServicesTrial period
- Samhsa is seeking a Care Manager Specialist to coordinate all aspects of a member’s care within the health home program. You will track appointments, educate members, and connect them with community services while supporting consent processes and engagement activities....
$47.6k - $81.25k
...knowledge with specialized technology. Our portfolio offers software tools coupled with... ...What We Offer: ** The Customer Success Manager role offers growth potential opportunities... ...organization, while working alongside a genuinely caring and supportive team, we highly encourage...Work at officeWolters Kluwer
New York, NY2 days ago- Key ResponsibilitiesManage a portfolio of institutional contracting... ...templates (e.g., investment management agreements, schedules/exhibits... ...negotiations with institutional clients and counsel on commercial and... ...include comprehensive health care coverage, on-site health and...Contract work
- ...Federation For Senior and Supportive Housing, Inc. West 74th Street Home Job Description: Shift Supervisor-Personal Care Specialist Under the supervision of the personal care program supervisor and the administrator, provide a range of services and supervision...Hourly payImmediate startAll shiftsShift workNight shiftDay shiftAfternoon shift
WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC.
New York, NYa month ago $20 - $22 per hour
Greater Staten Island Veterinary Services is hiring a Client Service Representative to support our busy ER and Specialty Practice. You will be on the front lines, greeting clients, checking them in/out, booking appointments, handling payments, and answering phone lines...Hourly pay- Client Care Specialist Are you passionate about making a real difference in the lives of others? Do you thrive in a role where building relationships... ...the company’s operational excellence, while accurate data management in Salesforce ensures effective customer relationship...Remote jobLocal areaFlexible hours
- Thrive Pet Healthcare is seeking a Veterinary Client Service Representative for Animal Junction Veterinary Clinic in Ontario, NY. This full-time role requires handling client inquiries, scheduling, and processing payments while maintaining medical records and coordinating...Full timeWeekend work
- MaziCTools is seeking a Customer Care Professional for American Express Work From Home. This role focuses on delivering exceptional client experiences by understanding client needs, presenting products, and guiding customers through service benefits. Successful candidates...Remote job
- ...New York, NY is looking for a dedicated customer service representative to assist clients and their pets. Responsibilities include greeting visitors, scheduling appointments, and managing medical records. Ideal candidates will have customer service experience and a compassion...Full time
- ...technicians with accurate customer information. Effectively manage conflict resolution with customers through clear communication,... ...striving to deliver the best results for our customers and team. Caring : We treat customers, coworkers, and homes with respect,...Full timePart time
Reding Inc
New York, NYa month ago $70k - $120k
...through a digitized brokerage and wealth management platform that is designed to elevate... ...confidence and innovation. Premier Client Service Specialist (Bilingual) Office Location: Dallas,... .... Use your understanding of client portfolios and risk appetite to tailor market discussions...Contract workWork at office$125k - $250k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory... ...performance, exceptional client service and a comprehensive suite... ...approach.The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage &...Temporary work$18 - $24 per hour
A healthcare company is seeking a Remote Care Coordinator to assist clients with their healthcare and community needs. This role involves developing care plans, advocating for clients, and ensuring necessary resources are accessible. The ideal candidate will have a Bachelor...Remote jobHourly payFlexible hours$20.98 per hour
...Patient Care Specialist (Primary Care) Department: FQHC-Specific Administration Employment Type: Full Time Location: Columbia - Broadway... ...those with no or limited insurance - by coordinating referrals, managing assistance programs, and ensuring they get the right care at...Full timeWork experience placementWork at officeMonday to FridayCompass Health Network
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Management Client Care Specialist. Be the first to apply!
Related searches
- hospital customer service representative New York, NY
- remote customer service advisor New York, NY
- customer experience agent New York, NY
- senior customer service representative New York, NY
- service person New York, NY
- customer account representative New York, NY
- financial customer service representative New York, NY
- customer service representative insurance New York, NY
- customer experience associate New York, NY
- bilingual customer support specialist New York, NY