- Neuberger Berman (New York, NY)
- …Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with $508 billion in assets under management as of December 31, ... (among those with 1,000 employees or more). **SMA Trading Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to… more
- Comerica (New York, NY)
- …Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for special needs trusts, ... direction; evaluates accounts for completeness and accuracy, monitors and submits account transactions for approval, drafts responses to incoming correspondence and… more
- Xerox (New York, NY)
- …innovation. . **Sales Enablement:** Work closely with sales teams to identify opportunities, support account strategies, and drive the adoption of our solutions ... Friday, June 27, 2025 Working time Full-time Ref# 20036049 Job Level Manager without Direct Reports Job Type Experienced Job Field PROFESSIONAL SERVICES Seniority… more
- Metro One Loss Prevention Services Group (Rochester, NY)
- …State and Local regulations and certification requirements. Reports directly to the Region Manager for the national client , working closely with other Metro One ... business and non-business hours (on rotation) and provide general support to the client EHS team. Lead...owner and leader mentality" to establish commitment to the client and account . Job Requirements: Along with… more
- Bank of America (Flushing, NY)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools,… more
- Bank of America (Hewlett, NY)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (Albany, NY)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Brooklyn, NY)
- …one year of financial services industry or sales experience** **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...Latin America. + The objective of JCB is to support the business of Japanese corporate clients while closely… more
- East House Corporation (Rochester, NY)
- … client on the caseload to develop individualized Service Plans based on client -identified goals. o Support clients in pursuing Service Plan goals through ... manage an assigned caseload while maintaining accessibility to each client . o Provide education and support to...the unit during on-duty shifts. o Coordinate with Program Manager and Financial Case Manager to assist… more