- Bank of America (Melville, NY)
- …Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW ... articles and other material on topics impacting the U/HNW client segment, or provide service to clients. Assist with...finish. This includes leading the new business review and onboarding process for initial and successor trustee appointments and… more
- Marex (New York, NY)
- …trade capture, market data, settlement and clearing systems and their associated client applications, as well as overnight risk calculation systems and the business ... platforms offered by Marex to both internal and external client base. + Support business users offering first, second...commodity, cash and equity markets + Experience in technical onboarding of new APIs and system + Prior experience… more
- Norstella (Albany, NY)
- …of associates & junior managers. + Serve as the main client point of contact forstrategicproject engagements and internal teamlead.Addressclient questions ... &cross-selling opportunitiesacross the Norstella family ofcompanies + Exhibit a client -first mentality (eg responsive, updates on market events, ad-hoc requests)… more
- TD Bank (New York, NY)
- …within the department, such that their focus can remain on providing optimal client coverage and execution. The team liaises with various TDS and TDBG support ... senior executives so they may focus on providing optimal client coverage. The team works extensively with numerous TDS...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- TD Bank (New York, NY)
- …As a Cash Management Specialist within the TD Securities Business Operations and Client Services team, you will manage cash wire payments and strive to implement ... of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- EBSCO Information Services (Albany, NY)
- …(CSMs) partner with EBSCO Clinical Decisions customers to ensure successful onboarding , product adoption, and long-term value realization of EBSCO solutions. This ... custom success and engagement plans for key accounts to follow their onboarding and implementation process; maintain transparency across sales and support teams to… more
- Stony Brook University (Stony Brook, NY)
- …initiatives, ensuring timely completion and alignment with department objectives. + Staff Onboarding : Facilitate the seamless onboarding of new staff members by ... Budget and Invoicing Support: Assist the Budget Manager by tracking unpaid client invoices, communicating with clients as necessary, and supporting the permitting… more
- TD Bank (New York, NY)
- …other members of the team in achieving business objectives and providing client services. **Required Skills** : + Strong hands-on experience in back-end development ... customer experience, availability, and/or reduce cost in support of client needs + Works with Technology partners to define...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- Mastercard (New York, NY)
- …skills to drive all aspects of project planning, governance and onboarding including deliverable definitions, status communications, project success criteria, and ... manner, and serving as the primary point of contact to the client during project implementation Communicate project status and issues internally across multiple… more
- Raymond James Financial, Inc. (NY)
- …reviewing prospective financial advisors and registered representative prior to onboarding , performing analysis and review of third-party vendors, conducting various ... + Reviews prospective financial advisors and registered representatives prior to onboarding . + Provides compliance training to new PCG branch associates. +… more