- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …dynamic team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches ... client and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. + Processes and monitors the transfer of assets to ensure… more
- Citigroup (Getzville, NY)
- …responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. ... The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Utilize basic industry and business knowledge to conduct analyses of hedge funds and other… more
- Touro University (New York, NY)
- …a timely basis in accordance with student needs, college-wide needs, local- branch needs, and enrollment patterns + Recruits and assigns appropriate ... academically-prepared effective full-time and adjunct faculty + Orients, mentors, and evaluates faculty in terms of course content, grading standards, standards of professional demeanor and appearance, punctuality and attendance, student sensitivities, and… more
- Edward Jones (Port Jervis, NY)
- …Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from ... viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (Syracuse, NY)
- …have options. But we offer something the competition simply can't: our unique branch -team business model. One financial advisor and one branch office ... provide every possible resource to help you succeed. A branch office administrator to help you run your ...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Penske (Montgomery, NY)
- …focused on managing inventory and administrative processes of the branch (branches) that support maintenance operational efficiency, effectiveness, customer ... Productivity:** * Full oversight of inventory productivity at the branch (es) for timely service support while mitigating risk of...representative of those that must be met by an associate to successfully perform the essential functions of this… more
- BrightView (Oceanside, NY)
- …outside the portfolio to grow the book of business and overall growth for the branch . + Develop accurate estimates and takeoffs for both new and existing clients as ... compliance of all safety regulations and policies + Ensure branch financial goals are met by maintaining acceptable gross...might be a good fit if you have: + Associate degree in a business-related field or equivalent experience.… more
- CenterWell (Westbury, NY)
- …put health first** **Work Schedule** : Full-time/40 Hours **Position Type** : On-site ** Branch Location** : Westbury, NY **This is not a remote or work-from-home ... position. This position requires you to sit on-site at our Westbury, NY branch location.** The **RN Clinical Manager** coordinates and oversees all direct care… more
- Ballston Spa National Bank (Wilton, NY)
- …this role, you will provide client services and operational leadership within the branch and are accountable for growing market share through balance sheet growth ... referrals, bank products, the client experience, and customer excellence to all branch employees. In addition, the Relationship Manager is responsible for staffing,… more
- Pioneer Bank (Albany, NY)
- …and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. ... partners from Commercial Services, Retail Branches, and other departments. + Acts as branch point of contact and resource for matters regarding commercial clients. +… more
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