- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) ... including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by… more
- Raymond James Financial, Inc. (Rochester, NY)
- …hands-on contributions with educational exposure to financial planning, client service , and operational processes. The branch seasonal associate position is ... **Job Summary** The Branch Seasonal Associate role offers college students an opportunity to...technology. + Collaborate with branch associates on administrative and client service activities. + Conduct research or… more
- HUB International (New York, NY)
- …closely with account management, analytics, compliance, and operations teams to support client service strategies. + Assist in improving financial processes, ... by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the… more
- Scotiabank (New York, NY)
- Associate Director | Director: Mortgage Capital Markets (Residential Securitization Banking) **Requisition ID:** 242713 **Salary Range:** 225,000.00 - 300,000.00 ... committed to results, in an inclusive and high-performing culture. ** Associate Director | Director: Mortgage Capital Markets (Residential Securitization Banking)**… more
- Foresters Financial Services (Albany, NY)
- Sales Support Associate Sales Albany, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business ... with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- S&P Global (New York, NY)
- …stay abreast of market themes. + Champion customer success by ensuring every client interaction reflects S&P's high standards of service and care ... S&P Global Enterprise Solutions is seeking to add a high-performing **Sales Associate Director** to drive growth across our Private Markets SaaS solutions. Based… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 12 **322323 Associate Director, APF Municipal & Cooperative Power** **About the Role/The Team:** S&P Global ... of analysts that maintains a strong culture of analytical excellence and customer service in a supportive, diverse, and collegial environment. As an Associate … more
- Wellington (New York, NY)
- …ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US ... Wealth business. Key responsibilities will include: + Support fulfillment...support the '40 Act Platform + Support negotiation of service provider agreements, including distribution agreements, administration agreements and… more
- TD Bank (Bronx, NY)
- …suitable + Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee)...skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the… more
- TD Bank (Middle Village, NY)
- …suitable + Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee)...skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the… more