- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management- Client -Associate Bilingual -Portuguese-Preferred\_25030966) **Job Description:** Merrill Wealth Management… more
- Bank of America (New York, NY)
- …exceeding goals. + A working knowledge of small business products and services. + Bilingual Spanish skills. **Skills:** + Client Management + Client ... - 3rd Ave and 42nd Street Financial Center - Bilingual Spanish Preferred New York, New York **To proceed...borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and… more
- Northeast Family Services (Salem, NY)
- …independently and as part of a team + Ability to manage one's own schedule with client outreach + Bilingual fluency in English and Spanish Full Time Benefits: + ... strength-based therapeutic interventions to the LGBTQIA+ community in a client 's home or in the office for the purpose...DIFFERENCE IN THE LIVES OF CHILDREN, ADULTS, OR FAMILIES! * Bilingual Fluency in English and Spanish is required for… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Mizuho Corporate Bank (New York, NY)
- …requirements. In addition to KYC process, your responsibility is to confirm that new client 's profile is registered in the systems and accounts are opened in a ... relevant sections to complete customer onboarding in timely manner. + Ensure new client 's profile and products are registered in the systems and accounts are opened… more
- Paylocity (Rochester, NY)
- …days per week during designated work hours. Position Overview As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support ... results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are… 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...digital solutions with ability to interpret, recreate, and troubleshoot client technical support requests. + Adherence to policies and… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... of benefits to its employees. **Role Description** Perform daily processing of client onboarding documentation and KYC due diligence. Perform a variety of… more
- OEC Group (Queens, NY)
- …include the following (other duties may be assigned): + Creating internal customer profiles in CargoWise to provide all departments with detailed customer information ... when needed. + Use best judgment and knowledge to assist customers in making the most suitable choice for their needs. + Provide quotations to customers when required. + Coordinates with customers and other departments to ensure the smooth movement of freight… more
- JPMorgan Chase (Valley Stream, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more