- Wells Fargo (New York, NY)
- …or a combination of the following: corporate, consumer, mortgage, investments, brokerage , or private banking + Experience recommending financial services products ... and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus… more
- Bank of America (New York, NY)
- …patterns. **Position Summary:** Bank of America has one of the biggest Prime Brokerage businesses on the street. To support this business, Equity Linked Technology ... is implementing a real-time portfolio risk system (Iris) to monitor client risk intraday to compliment an existing end-of-day risk engine (Horus) which calculates risk to feed client margin calculators. Candidates will be proficient in software design, ideally… more
- Citigroup (Getzville, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- Anywhere Real Estate (New York, NY)
- …next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage ... and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.… more
- NBT Bank (Norwich, NY)
- …accounting systems, securities movement and control unique to the trust and brokerage industry. + Detail oriented with strong organizational skills and ability to ... understand, interpret and convey complex situations. + Ability to delegate as needed and directly oversee daily staff workload. Tasks Performed: + 25% Receive all documentation to open an account, review for completeness then distribute to the team members for… more
- WTW (New York, NY)
- …2+ years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of an insurance ... company + Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget + Strong client service orientation and ability to respond to all communications effectively and in a timely manner + Proven ability… more
- WTW (New York, NY)
- …5+ years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of an insurance ... company + Advanced knowledge of health and welfare products & services + Experience with big data analytic techniques preferred + Advanced knowledge of underwriting and funding concepts + Proven ability to lead multiple projects simultaneously and produce… more
- Anywhere Real Estate (New York, NY)
- …next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage ... and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.… more
- Anywhere Real Estate (Buffalo, NY)
- …next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage ... and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.… more
- WTW (New York, NY)
- …2+ years' experience in professional services, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of an insurance ... company. + Basic knowledge of health and welfare products & services. + Ability to learn big data analytic technics preferred. + Knowledge of carrier claim reporting. + Proven ability to manage multiple projects simultaneously and produce quality deliverables… more
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