- Zurich NA (New York, NY)
- …regulations and rating manual rules + Developing and maintaining agency and broker relationships + Working within broad limits and authorities on complex assignments ... Basic Qualifications: + High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area.OR + High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support areaOR + Zurich… more
- Broadridge Financial Solutions (New York, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Broadridge Financial Solutions (Albany, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Broadridge Financial Solutions (Edgewood, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Broadridge Financial Solutions (Edgewood, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- EFI Global (Rochester, NY)
- …service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes ... that impact customer satisfaction ensuring consistency in process within the account as well as client retention. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Performs client renewal and Client Service Instruction preparation for assigned clients. +… more
- Lincoln Financial (Albany, NY)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- City of New York (New York, NY)
- …and payee designation, W9 TIN clearance, proof of ownership, and lease and broker 's licenses), review WMS information to ensure that an action can be processed ... based on the status of the case and ensure the accuracy of the housing and check issuance subsidy codes are correct. Return case to BOS worker, with detailed comments, for correction. Refer case to ABOS II, if second level of approval is needed when… more
- Robert Half Finance & Accounting (New York, NY)
- …is recruiting for a US Head of Finance & Accounting role for a global Broker Dealer/Swap Dealer firm located in midtown Manhattan. Our client requires a CPA, Series ... 27 FINOP License, and 15+ years of Accounting and Finance experience within Prime Brokerage, Capital Markets or a Swap Dealer firm. The role reports directly into the Group CFO and oversees Financial Accounting (GAAP), Management Reporting, Treasury/Liquidity,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more