- JPMorgan Chase (New York, NY)
- JP Morgan Advisors , the ultra-high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... across a matrix leadership team and representing JP Morgan Advisors locally. You will establish, maintain, and build relationships...client service. As a Market Executive within JP Morgan Advisors , you will be at the forefront of managing… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors , the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... specific needs. As a Client Associate in JP Morgan Advisors , you will provide dedicated business support to Financial..., you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and… more
- KeyBank (Albany, NY)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio Institutional Advisors are national practice experts focused on the professional delivery of client advice and ... Nation clients. The Relationship Manager (RM) leads the execution of the Institutional Advisors client experience for an assigned book of clients. In addition to… more
- H&R Block (Rochester, NY)
- …door is always open. A Typical Day As a Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development ... of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives (ie, clients, revenue and earnings). You'll also act as a knowledgeable resource on tax topics and products to associates, and prepare… more
- H&R Block (Lindenhurst, NY)
- …Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. + Click here to checkout all available benefits. (http://www.blockbenefits.com/) The ... Community You Will Join: At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to… more
- Prominence Advisors (New York, NY)
- Prominence Advisors is actively seeking an Epic Grand Central/Prelude Analyst to join their team. You'll have the opportunity to help healthcare organizations solve ... their toughest challenges through your ability to drive strategic process improvement, manage complex projects, and solve difficult problems. You'll help strengthen our team of the best and brightest, with reputations centered on getting things done. We've won… more
- H&R Block (Albany, NY)
- …Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected ... culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and… more
- Mizuho Corporate Bank (New York, NY)
- …Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating including FinCen ... requirements and Enhanced Due Diligence without immediate direction or supervision + Conduct OFAC and Negative News searches on clients and related parties to identify and assess potential risk to the firm + Ability to determine and review Dodd Frank… more
- JPMorgan Chase (New York, NY)
- …+ Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives + Identify and develop new business opportunities from existing client base +… more
- Edward Jones (Watkins Glen, NY)
- …as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, ... branch team, a home-office team and other regional financial advisors . You'll benefit from the experience that comes from...investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of… more