- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- Citigroup (New York, NY)
- …and will work closely with the business teams and finance partners to harmonize financial attributions to the client level to ensure alignment of firm down ... Qualifications: + 5+ years of relevant experience + Experience in financial services and Client analytics + Demonstrated financial modeling skills +… more
- East House Corporation (Rochester, NY)
- …providers. + Ability to maintain professional practices, including confidentiality of financial , client and personnel information. + Excellent organizational ... Client Services Assistant (MHAP) Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Avenue+Rochester+NY+USA+14607) Description East House is a dedicated… more
- TD Bank (New York, NY)
- …capital solutions across five product families and four client segments. ** Client Segments:** + Corporates + Financial Institutions + Non-Bank Financial ... + Perform KYC due diligence calling and support both TD and client KYC/AML requests for Financial Institution clients in the region. + Exposure to a wide variety… more
- Intertek (Cortland, NY)
- …+ Research and assist with resolving account problems + Manage new and existing client accounts + Use financial tools available to determine clients' credit ... Client Order Specialist - Cortland, NY Intertek, a...Testing, Inspection, and Certification) Services, is looking for a Client Order Specialist to join our Electrical team in… more
- Robert Half Technology (New York, NY)
- …A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management. * Expertise in ... are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and… more
- WTW (New York, NY)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts ... influence the future of employer-sponsored health programs. **The Role:** + Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio… more
- Bloomberg (New York, NY)
- …for Northeast, Midwest and Eastern Canada. The candidate will look after BNEF's growing client base across financial institutions in the Northeast US. You will ... New Business Development Specialist , BloombergNEF - Bloomberg Financial Solutions Location New York Business Area Sales... Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The… more