- Anywhere Real Estate (Rochester, NY)
- …and contractual obligations **Qualifications:** + 8+ years real estate franchise or brokerage operations experience on a regional or national level + Outstanding ... verbal and written communication; Strong data analytical skills + Ability to leverage AI to provide efficient service + Strong presentation skills + Ability to travel 60% of the time + Ability to establish credibility and trust with affiliates and within the… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Citi enables clients to ... achieve their strategic financial objectives by providing them with ground breaking ideas, premier offerings and solutions, and unparalleled access to capital and liquidity. Diversity is a key business imperative and a source of strength at Citi. Being the… more
- World Insurance Associates, LLC. (Syosset, NY)
- …standardized client service deliverables. + 1-3 years of Employee Benefits Brokerage Client Management experience. + Bachelor's degree in a business-related program ... or equivalent education and/or experience in the insurance industry. + Life/Health insurance license or the ability to obtain immediately required. + Strong financial acumen, with the ability to develop and work with mathematical formulas. + Excellent time… more
- JPMorgan Chase (New York, NY)
- …and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity. Our team is responsible for extending credit ... to counterparties through traditional lending activity and market based transactions. This position is based in Plano, Texas. **Job Responsibilities** + Assess creditworthiness of clients to determine appropriate credit ratings including strategy and credit… 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
- World Insurance Associates, LLC. (Syosset, NY)
- …the health insurance industry at an insurance carrier or insurance/employee benefits brokerage + Excellent communication and customer service skills as well as sales ... negotiation skills. + Life & Health License (preferred) + Must be proficient with MS Office: Word, Excel, and PowerPoint + Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. + Demonstrate effective written and… more
- City National Bank (New York, NY)
- …colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial Advisors (FA) will work in ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service… more
- City National Bank (New York, NY)
- …in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong ... computer skills with knowledge in basic software programs like Word, Excel, Power Point, etc. * Strong interpersonal, verbal and written communication skills. * Demonstrated sales skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 -… more
- City National Bank (New York, NY)
- …team. Utilize planning capabilities and develop solutions across investments including brokerage , trust and wealth transfer, credit, deposit, and all other ... appropriate services. * Assume primary responsibility to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check this data… more
- City National Bank (New York, NY)
- …planning or related experience * Minimum 8 years of experience within Banking, Brokerage , or Insurance culture * CFP - Certified Financial Planner credential or the ... ability to obtain within 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business)… more