- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...and business support team. + Serve as a trusted advisor to senior executives, delivering strategic insights and recommendations… more
- Mizuho Corporate Bank (New York, NY)
- …+ Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... Advisor 's organization structure as well as determine when full...required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the… more
- HSBC (New York, NY)
- Vice President, Insurance, Institutional Client Group Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work ... and the planet we all share. The Vice President, Insurance, Institutional Client Group will have relevant experience and skills to meaningfully contribute to… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and ... at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries...accountants and managers + Serve as a resource and advisor for team members and leadership What You Bring… more
- JPMorgan Chase (Brooklyn, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service, operational marketing, and administrative support to our...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Brooklyn Defender Services (Queens, NY)
- …with supervisor to review caseload, discuss case strategy, and prepare for trial. + Be an advisor to the client when decisions are made about the case. + Meet ... who work collaboratively to bring about the best outcome for each client . Under the supervision of a Supervising Attorney, attorneys directly represent clients… more
- B&H Photo (New York, NY)
- …with key stakeholders in your vertical. + Serve as a trusted advisor , understanding each client 's specific goals, purchasing processes, and technological ... business opportunities and deliver customized solutions designed to meet each client 's unique needs. Essential Responsibilities: + Client Relationship Management… more
- Brink's (Albany, NY)
- …and we provide equal opportunity to participate and grow. Job Description Enterprise Client Partner - Financial Institutions (ECP-FI) As an Enterprise Client ... our largest financial institution clients, serving as a trusted collaborator and advisor to key decision-makers. By leveraging knowledge of the Brink's solution… more
- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more