- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed,...planning strategies + Delivery of an appropriate level of service over the lifetime of the client … more
- TD Bank (New York, NY)
- …Exposure:** Collaborate across teams, industries, and geographies, building a foundation in client service , risk management, and product strategy. + **Make a ... five product families and four client segments. ** Client Segments:** + Corporates + Financial Institutions... Institutions ("FIs") provides Canadian payment clearing and settlement services to financial institutions globally who fall… 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. * ... 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
- WTW (New York, NY)
- …insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... professional development. + Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure… more
- Bloomberg (New York, NY)
- …Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The Opportunity: ... Eastern Canada. The candidate will look after BNEF's growing client base across financial institutions in the...responsibilities in parallel. We'll trust you to: -Originate new client relationships for BNEF's product offering and services… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …products. + Provide investment advisory services through the use of client profiles and financial plans to identify customer's needs. Recommends products ... tailored financial plans comprised of personalized investment products and services . In this role, you will provide ongoing assistance through service… more
- ManpowerGroup (New York, NY)
- Our client , a prestigious financial services firm, is seeking an Internal Auditor to join their team. As a Swap Dealer Auditor, you will be part of the audit ... are a plus. + Proven experience in auditing, preferably in the financial services industry with a focus on swap transactions. + Strong knowledge of… more
- M&T Bank (New York, NY)
- …assigned. **Education and Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu ... years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience** Strong customer service… more
- Huron Consulting Group (New York, NY)
- …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... client lead, oversee project teams, and drive complex financial analyses from problem definition through executive-level recommendations. You will build… more
- JPMorgan Chase (New York, NY)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
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