- Wellington (New York, NY)
- …for:** . Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings ... those of our clients. **About the Role** **Position** The Client Transitions Analysts ("CTA") are members of Global Operations...work independently as well as contribute to a cohesive team atmosphere both globally and in Boston or New… more
- CAI (Albany, NY)
- …and maintenance of operational process documentation + Ensure that the team manages the client 's data in accordance with security, confidentiality, and ... Operations Team Lead , Neurodiverse Solutions **Req number:**...point of contact on associate issues, and advocate for team members with client + Analyze existing… more
- JPMorgan Chase (Manhasset, 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...consistently meet deadlines, while fostering and maintaining a positive team environment. **Job responsibilities** + Support Advisors book of… more
- UpClear (New York, NY)
- …of a startup-like company that already has a global reach About The Role As Client Delivery Manager, you will be part of UpClear's global Delivery team . You ... well as provide project management support to our existing client base. The role involves developing and managing project...and internally, and directing technical resources on our Solutions team . The role includes periodic travel (less than 10%)… more
- Navient (Albany, NY)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing...explain available relief options, and guide customers through necessary documentation and follow-ups. + Collaborate with internal teams to… more
- Bank of America (New York, NY)
- …Analytics is looking for a seasoned and energetic data science leader to join our team as a Lead Data Scientist and help us deliver data science products ... Data Scientist II - Graph Data Platform - Client Protection Charlotte, North Carolina;Richmond, Virginia; Fort Worth, Texas; New York, New York; Boston,… more
- Raymond James Financial, Inc. (New York, NY)
- …such documentation negotiation from the credit perspective . Securities/Private Client and Asset Management products and an understanding of the market standard ... relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management… more
- KeyBank (Amherst, NY)
- …Summary** The Lead Specialist, an integral part of a high-performing team , is responsible for commercial client support functions through telephone or ... of commercial monetary transactions, and scheduled and non-scheduled loan maintenance. Our team is dedicated to supporting the growth and servicing of the commercial… more
- Sedgwick (New York, NY)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Team Lead | NY Jurisdictional Knowledge We are seeking a highly ... and experienced **Workers' Compensation Claims professionals** to join our team . The ideal candidate will have at least 5...standards. + Acts as second level of appeal for client and claimant issues regarding claim specific, procedural or… more
- Sedgwick (Albany, NY)
- …Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance (Remote) Claims Team Lead - Workers Compensation | AZ, CO, UT Jurisdictions **PRIMARY ... standards. + Acts as second level of appeal for client and claimant issues regarding claim specific, procedural or...+ Ensures claims files are coded correctly and adequate documentation is made by claims examiners. **ADDITIONAL FUNCTIONS and… more