- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position ... in the financial services industry allowing for a strong understanding of broker /dealer operations and financial services products, including but not limited to:… more
- HUB International (New York, NY)
- …HUB is one of the largest global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk services, ... our Private Equity and M&A Advisory Practice and is looking for a Sr. Associate , Private Equity and M&A Advisory to provide project management and due diligence… more
- JPMorgan Chase (New York, NY)
- …one of the world's most innovative financial organizations. As a Senior Product Associate in Balance Sheet Oversight and Optimization team of Liquidity & Account ... companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional… 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, ... that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow… more
- JPMorgan Chase (Brooklyn, NY)
- …ensuring seamless custody services and operational excellence. As a Corporate Action Associate within the Custody Middle Office team, you will be instrumental in ... to our core client segments, including Asset Managers, Asset Owners, Insurance/GSEs, Banks/ Broker Dealers, and Hedge Funds and Alternatives. Our team is committed to… more
- Coinbase (Albany, NY)
- …institutional clients, high-net-worth individuals, private banking clients, and clients from brokers , futures institutions, or commercial banks. * Fierce passion for ... the rapidly evolving crypto industry and belief in Coinbase's mission. * Strong verbal and written communication skills; ability to articulate complex subjects clearly and concisely. * Highly self-motivated, proactive, and results-oriented with an "owner"… more
- Highmark Health (Albany, NY)
- …and/or email and/or in person from individual members, groups, providers and brokers in a customer service center. Troubleshoots and resolves customer complaints. ... Ensures that responses to inquiries are completed timely and according to established service and quality standards. **ESSENTIAL RESPONSIBILITIES** + Resolve customer inquiries and complaints via written, telephonic and face-to-face communication in a timely… more
- Dairy Farmers of America (East Syracuse, NY)
- …eligibility rules to prospective and existing clients, regional sales agents, broker partners, and customer service center staff. Provide information within ... established departmental timeframes + Monitor new business and processing output to ensure accuracy of initial billing + Process requests for claims. Analyze claim submission to ensure accuracy and completeness of information and eligibility for recovery.… more
- JPMorgan Chase (Brooklyn, NY)
- …Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers, and Insurance Companies-delivering solutions that span all Securities ... Services products. Your work will range from single product implementations to large, complex deals involving multiple products, entities, and stakeholders. **Job responsibilities:** + Drive client requirements gathering process and propose and influence… more
- Mizuho Corporate Bank (New York, NY)
- …capital calculations for all Mizuho Americas businesses and products (banking, broker -dealer and derivatives trading) under Basel III + Conduct quantitative analyses ... to explain variation in the risk capital under US and Japanese Basel approaches + Prepare and distribute risk capital reports, including rigorous data validation and effective commentary + Review, monitor, and manage risk capital budgets + Establish, document,… more