- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions...organizational and time management skills per the needs of banker teams and clients + Ability to problem solve… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions...organizational and time management skills per the needs of banker teams and clients + Ability to problem solve… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our...internal policies and procedures. **QUALIFICATIONS:** + Law degree + Licensed in good standing to practice law in at ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excel at-all from Day One. **Job Description** The US Bank Law Division is seeking an experienced attorney to… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as...of high client satisfaction and retention) required + Securities Licensed : Series 7, 63 + 65 or 66 +… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our...and support **PREFERRED SKILLS/EXPERIENCE:** + Law degree required + Licensed in good standing to practice law in at ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excel at-all from Day One. **Job Description** The US Bank Law Division is seeking an attorney to lead… more
- M&T Bank (Rochester, NY)
- …the position must maintain Insurance licensing minimum expectations as outlined in MTS Licensed Banker Academy document. The position must stay current on ... relationships in the M&T branch system through modeling and coaching the Bank 's sales process. Plays key role in Relationship Management (customer assessments,… more
- Bank of America (New York, NY)
- …with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to ... the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed ; respond to regulatory inquiries and resolve client concerns or complaints.… more
- Trustco Bank (Albany, NY)
- …performs evaluations for residential real estate; provides information to the Bank regarding real estate appraisals; and performs related duties as assigned. ... level position and all evaluations conducted are reviewed by a licensed appraiser. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the following. Other duties… more
- Scotiabank (New York, NY)
- Associate Director, Legal Counsel, GBM Legal **Requisition ID:** 219710 **Salary Range:** 170,000.00 - 224,700.00 _Please note that the Salary Range shown is a ... of matters across multiple businesses and operations of the Bank , with a primary focus on commercial contracts, outsourcing...and conduct risk. **What You'll Bring** + JD and licensed attorney in good standing admitted or otherwise authorized… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on ... Branch team. + Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel to...investment referral opportunities from new clients and the existing bank client base. + Develop a complete understanding of… more