- TD Bank (New York, NY)
- …team with high internal visibility at the senior executive level. The Associate - Global Markets Documentation is responsible for providing best-of-class ... details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities....an integral part of TD Securities. GMD is a client facing team responsible for advisory services across trading… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.… 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 ... assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service,… more
- JPMorgan Chase (Brooklyn, NY)
- …to 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...compliance requirements (eg completion of required operational forms and documentation ) + Prioritize daily work, track progress for current… more
- Raymond James Financial, Inc. (Clarence, NY)
- … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...new clients + Prepare various business summary reports and client -specific reporting as needed for review by the financial… 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 ... required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the...directly to collect and evaluate the efficiency of all documentation required to adhere to both AML and regulatory… more
- Scotiabank (New York, NY)
- …Gaming and Lodging client relationships located in the United States. The Associate will be responsible for handling the creation of client and prospect ... Associate , Corporate Banking - REGAL (Real Estate, Gaming...credit presentations, structuring loan transactions, performing due diligence, negotiating documentation , and monitoring compliance and industry trends. Furthermore, the… more
- Scotiabank (New York, NY)
- Associate Director (Vice President) Risk Solutions Group, Global Banking & Markets **Requisition ID:** 234619 **Salary Range:** 225,000.00 - 225,000.00 _Please note ... committed to results, in an inclusive and high-performing culture. **Title: Associate Director (Vice President) Risk Solutions Group, Global Banking & Markets**… more
- MUFG (New York, NY)
- …client meetings to present solutions, address queries, and foster strong client relationships. **Transaction Execution and Documentation :** + Lead the ... 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… more
- Scotiabank (New York, NY)
- Associate , Corporate Banking, Structuring and Execution, FIG **Requisition ID:** 228206 **Salary Range:** 145,000.00 - 165,000.00 _Please note that the Salary Range ... to results, in an inclusive and high-performing culture. **Title** : Associate , Corporate Banking, Structuring and Execution, US Financial Institutions **Global… more