- Bank of America (Staten Island, NY)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client requests and makes introductions to appropriate internal service providers based on client needs and… more
- WellLife Network (Jamaica, NY)
- Client Coordinator - SPV021 - Mon-Fri 7AM-2PM Job Details Job Location 130th IRA - Jamaica, NY Education Level High School Salary Range $19.56 - $19.56 Hourly ... About WellLife Network: WellLife Network is a leading health and human services organization dedicated to supporting individuals and families across New York City… more
- City National Bank (New York, NY)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and...Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues… more
- Maxim Healthcare (Rochester, NY)
- Maxim Healthcare is hiring for a Client Coordinator to work with clients, patients and active caregivers to identify open shifts, availability, and coordinate ... + Opportunity for career advancement + Comprehensive training and mentorship program As a Client Coordinator you will be making a difference in the lives of your… more
- Scotiabank (New York, NY)
- …Institutions ("FIG") portfolio * Work closely with the team to provide customized financial solutions to clients and manage client relationships. * Contribute to ... client requirements and contributing to cross sell activities (ie running Client Profitability Models, pitch books, coordinate product partner engagement) *… more
- Sedgwick (Syracuse, NY)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Adjuster | New York ... Jurisdiction | Dedicated Client **Candidates within commutable distance to a Sedgwick office...**Sedgwick is the world's leading risk and claims administration partner , which helps clients thrive by navigating the unexpected.… more
- Edward Jones (Mount Vernon, NY)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... advisor may be the right change for you. Financial advisors partner with clients to help...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- SMBC (New York, NY)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... Financing (including Subscription Financing and Asset-based lending), FX/Derivatives, and Operational services . The role within the Financial Institutions Group… more
- Edward Jones (Syracuse, NY)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Bloomberg (New York, NY)
- …- Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045709 **Description & Requirements** Bloomberg is a global ... 14,000 professionals in nearly 90 countries at over 800 client firms, including some of the largest asset managers,...workflow structure + Proven track record of outstanding customer service , ideally servicing Financial Institutions + Ability… more