- City National Bank (New York, NY)
- …and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes. * Collect information from third parties and ... transcribe to CNB systems and enter manually into system records, collect signatures and then open accounts * Data entry from pdfs into spreadsheets and Salesforce *The Qualifications* * Excellent computer literacy with a proven proficiency in Microsoft Excel,… more
- Citigroup (New York, NY)
- …with the client FDC relationship. + Participate in structured service reviews and/or Broker Votes with follow up detail and action plans + Know Your Client ... - Structure, Strategies, and Service needs. + Periodic client reviews to determine overall client satisfaction and coordinate the response to client evolving requirements and any concerns + Understand the client wallet, drive organic growth and identify cross… more
- Healthfirst (NY)
- …+ **Connects consumers seeking personal care//long term care services with the State broker to complete the initial evaluation.** + **Schedules all field and tele ... video conference appointments for SHP Intake Nurses in Salesforce.** + **Schedules all field and tele video conference appointments for HF CompleteCare Specialist and Intake Nurses in Salesforce.** + **Schedules Entitlement Advocates appointments for SHP and… more
- Zero Hash (NY)
- …quickly and easily (a matter of API endpoints). We power neo-banks, broker -dealers, and payment groups to offer digital asset trading and custody, crypto-backed ... rewards and round-ups programs as well as yield through staking and DeFi and NFTs. Our thesis is very simple: every financial services firm will offer digital assets within the next 2 years and will do so through platforms such as zerohash. zerohash is… more
- AIG (New York, NY)
- …and create cross sell opportunities for other Commercial products.* Collaborate with broker to understand the deal structure, terms, and AIG Services that best ... meets clients' needs. * May review, evaluate and make recommendations to underwriting guidelines. * May direct or conduct internal underwriting audits. * Negotiate pricing, terms & conditions, and deal structure with brokers and clients.* Participate in… more
- Northeast Shared Services (Schenectady, NY)
- …for to fortify maximum gross profit. Work as liaison with vendor and broker partners to assist Category Managers. Review financial and trade partner funding ... contracts for accuracy and adhere to strict deadlines for invoicing and other category management functions. Review new item forms, perform record keeping and ensure appropriate trade partner funding is submitted for new item promotional pricing and slotting… more
- Justworks (New York, NY)
- …and delivering immediate results. + Have established ecosystem relationships with Broker & Accountant Channel partners. + Passionate about sales and ... relationship-focused customer engagements + Excellent interpersonal and communication skills, and demonstrates the ability to listen to gather important information during a sales call and/or meeting + Ability to simplify complicated topics and explain them in… more
- Deloitte (New York, NY)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable, ... non-US citizen qualifying credentials: + Foreign equivalent of the above certifications + CUSICO (Certified US Import Compliance Officer + Professional Accreditation in EU Customs Law (post masters) + Technology Certifications: + CBAP - Certified Business… more
- NextEra Energy (Albany, NY)
- …expert for state regulations and requirements + Assists with managing producer, broker , and claims adjuster licenses and renewals and database management + ... Periodically meets with management to provide updates on licensing and outstanding tasks + Gather information for any state related reporting, surplus lines tax filings or data calls + Assists in providing information for internal and external requests +… more
- BMO Financial Group (New York, NY)
- Member of the broker /dealer regulatory reporting team who will be responsible for the 15c-3 customer reserve calculation for BMO Chicago Branch, and as needed assist ... in CMC regulatory reporting and other financial/statutory reporting matters. Works closely with business leaders, Finance Partners, and operations to ensure compliance with 15c3-3 governing BMO Chicago Branch treasury activity. + Preparation of weekly (or… more