- Raymond James Financial, Inc. (New York, NY)
- …for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from ... as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... structuring + Engage with clients through calls, discussions, certain client visits with a senior members of the team...solutions, including excel based financial models, to a sophisticated client base in a concise manner. + Self-driven and… more
- Neuberger Berman (New York, NY)
- …manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, ... maintaining internal documentation which may be made available for client consumption + Strong attention to detail; Must be...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- JPMorgan Chase (New York, NY)
- …investment portfolios with confidence. The organization is committed to innovation, client satisfaction, and maintaining the highest standards of service, making it ... as an expert on existing features, engaging with internal stakeholders to triage client input where needed + Analyze competitor trends and internal insights to… more
- Raymond James Financial, Inc. (New York, NY)
- …Decide, Deliver, Improve) to deliver on the firm's core values of client -first, integrity, independence and a conservative, long-term view. **We Expect Our ... to achieve desired outcomes + Make prompt, pragmatic choices and act with the client in mind + Take ownership and hold themselves and others accountable for… more
- Public Consulting Group (Albany, NY)
- …growth and independence in complexity and quality of work. + Leads client meetings and develops communication plans. + Facilitates discussions with client ... Some travel to the office or elsewhere may be required for team meetings, client meetings, etc. We are accepting applications on an ongoing basis until filled.… more
- Public Consulting Group (Albany, NY)
- …+ Assists in the development and maintenance of project budgets and prepare client invoices. + Other responsibilities as necessary. **The above is intended to ... current industry issues. + A commitment to deliver exceptional client service. + Strong analytical skills, including the ability...office or elsewhere may be required for team meetings, client meetings, etc. We are accepting applications on an… more
- TD Bank (New York, NY)
- …the firm business activities + Validate global tax forms and setup client classifications across multiple databases + Lead Common Reporting Standards (CRS), DAC6, ... UK/Irish/Hong Kong PTM Levy and Stamp processing, reporting and client documentation + Oversee tax relief at source, reclaims...Respond to a high volume of internal and external client and third-party inquiries + Manage exception processing as… more
- Anywhere Real Estate (Rochester, NY)
- …T&E / AP Disbursements and disburses in Oracle + Ensures compliance with all client and Cartus internal control procedures for US and Canada + Prepares financial ... team and between various departments including; A/P, Treasury, Closing Network, ORC, Client Billing, Corp Actg. + Participate in special projects as needed… more
- Molina Healthcare (NY)
- …customer service to internal and external customers handling all aspects of client relations concerning technical projects, including notifying the client of ... implementation schedules and coordination and assistance in presentation of results. + Develops, reviews and validates test results per requirements. + Create, present, and execute functional and acceptance test cases in accordance with the requirements of the… more