Relationship manager jobs in Jackson Heights, NY - Page 5Create job alerts

Experience with banking software, like Actimize, Finacle, Finastra TI, CRM Systems will be considered a plus. UBA America is an Equal Opportunity Employer

... CRM systems, and a commitment to maintaining excellent communication standards. • Ability to thrive in a fast-paced, dynamic environment, focused on continuous improvement and client success

Manage investor data within CRM system and optimize functionality * Contribute to the firm by thinking strategically about process and reporting optimization and future needs. Assess gaps on an ...

Maintain executives CRM * Coordinate travel both domestic and international * Hours are 9am -5pm, in the office Monday - Friday Required Background/Skills: * Must have 5 - 10 years' experience ...

... relationship management software platform (Salesforce). o Organize Inclusiv sessions and represent Inclusiv at regional credit union events and convenings across the country. o Develop strategy for ...

Experience with a customer relationship management system (Salesforce preferred) * High proficiency in Microsoft Office with a strong emphasis on Excel * Demonstrate ability to multi-task, learn ...

Designing, developing, testing, and implementing Salesforce CRM applications using Apex Classes, Apex Triggers, and Lightning Web Components. * Understanding and implementing the sharing and security ...

This position will be divided between enhancing the current Salesforce platform that includes CRM, KM, and Public Portal leveraging out-of-the-box features and custom development. The successful ...

Position Overview The Care Manager develops, facilitates, monitors, and communicates a care plan in ... Develop a working relationship with the PCP to be able to contact and discuss the care of the ...

Manage CRM database for supporting group to ensure investor and prospect meetings are captured in DealCloud to include contact information, dates, notes. Printing reports upon request * Complete ...

Outlook, Excel, Word, and PowerPoint · Experience with Concur, CRM (DealCloud) preferred; ability to learn software systems quickly · Bring confidence, can-do attitude · Ability to anticipating ...

Proficiency with CRM systems Qualifications that Predict Success * Strong ability to balance persuasion and professionalism * Ability to juggle multiple priorities within tight time constraints

We are looking for an experienced Wealth Management Recruiter to lead and manage the recruitment of top financial advisors, client relationship managers, and other key professionals within the wealth ...

Position Overview The Care Manager develops, facilitates, monitors, and communicates a care plan in ... Develop a working relationship with the PCP to be able to contact and discuss the care of the ...

The HBR thoroughly and completely understands and regularly uses the Sales Force CRM as an activity tracking and lead/referral tracking tool, to manage appointments and follow up, manage their ...

Develop and execute end-to-end CRM strategies to convert new users to first order, and to continuously engage and retain them throughout their lifecycle * Own, track and continually improve key ...

Creating and refining automated lifecycle journeys and one-off campaigns across email, push, SMS, and other CRM channels to increase conversion, utilization, and retention. * Developing and ...

Troubleshoot CRM tickets and collaborate with the Content Ops team to resolve platform issues. * Contribute to writing and distributing rag status emails. * Coordinate with the Creative and ...

Proficiency with Microsoft Office, CRM, and GSuite Reports To: Executive Director Benefits: * Paid Leave - PTO * 30 plus days of PTO plus paid holidays which allows you to recharge and return to work ...

Working knowledge of Salesforce or other Customer Relationship Management (CRM) platforms. * Familiarity or experience with Canva, Eventbrite, Mailchimp or related systems. * MSW or LMSW (may be ...

Superb with Microsoft Office (Outlook, PowerPoint, Excel, and Word), CRM * The ideal candidate is always a team player who engages with others to contribute to a great culture * High achievers who ...

Provider Relationships * Dialysis Interventions monitoring and coordination * Medical Management Qualifications Required * 1+ years of nursing experience in case management or care management ...

Find new candidates through our CRM, Cold Calling, Job Boards, LinkedIn, Zoom Info, etc. * Account Management: Work closely with clients to understand their needs and expectations. Guide both ...

This position involves collaborating with key stakeholders across the business, finance and business relationship managers to manage application questions, implement changes and drive application ...