• TDS Operations Analyst III - FI Operations: MBS…

    TD Bank (New York, NY)
    …point of contact. The Fixed Operations team strives to create efficiency, improve client service levels and reduce operational risk. If you are industrious, ... groups globally to mitigate risk and deliver world class service to our global client base. They...Excel, Word, and PowerPoint a plus + SIE and/or Series 7, 63 a plus. **Inclusiveness** At TD, we… more
    TD Bank (06/28/25)
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  • US Agency Mortgage Strategist

    BMO Financial Group (New York, NY)
    BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... + Commitment to travel to see clients, speak at Client events, speak on Industry panels and play a...following + Public speaking engagement experience a plus + Series 7 and 63 licenses + Strong quantitative analysis,… more
    BMO Financial Group (06/17/25)
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  • Transfer Agency - Operations - Associate

    JPMorgan Chase (Brooklyn, NY)
    …for Clients/Funds/Investors to reviewing KYC/AML. We also will work closely with Accounting/Tech/ Client Service /Product to implement change and deliver the best ... and reviewing KYC/AML. You will collaborate with Accounting, Tech, Client Service , and Product teams to implement...of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.) + Serve… more
    JPMorgan Chase (07/25/25)
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  • Financial Advisor

    Broadview FCU (Albany, NY)
    …you have come to the right place! Summary of Role: To provide financial service s and advice to mid-market and younger investors . Responsible for converting any ... advice, and related products/services to members/clients from the approved service offerings of Broadview + Obtain leads for products/services...to qualified members at every opportunity . + Conduct client reviews on at least an annual basis, as… more
    Broadview FCU (05/09/25)
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  • Project Engineer

    Insight Global (Saratoga Springs, NY)
    Job Description A client of Insight Global is hiring a FACTS Sr. Project Engineer for their team. This person will be responsible for: Application expertise in FACTS ... devices, synchronous condensers, and fixed series capacitors. Support the preparation of tender packages for FACTS devices. Analyze customer requirements; perform… more
    Insight Global (07/26/25)
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  • JP Morgan Wealth Management - Supervisory Manager…

    JPMorgan Chase (New York, NY)
    …Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a Supervisory Manager, you will be ... ensuring that our advisors are equipped to deliver exceptional service to our clients. **Job Responsibilities:** + Recognize and...efficient data management and reporting. + Must hold FINRA Series 7 and one or more of the following… more
    JPMorgan Chase (07/21/25)
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  • Workplace Solutions, Advisor Engagement Manager

    JPMorgan Chase (New York, NY)
    …are a collaborative team member, solutions-oriented team-member who consistently delivers best-in-class service , JP Morgan is the place for you. As an Advisor ... and advisors. You should be a problem-solver with a client -first mindset, and inspiring confidence and trust among advisors...plan or workplace industry. + FINRA Securities Industry Essentials, Series 7, and Series 63 licenses required… more
    JPMorgan Chase (06/19/25)
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  • LUXE Field Sales Director Fragrance EAST

    The Estee Lauder Companies (New York, NY)
    …region. Educates and develops field teams to deliver brand's best in class service experience for consumers. *Understands client shopping patterns and monitors ... Leads the implementation of Client Engagement strategies to maximize client loyalty through service experiences. **Qualifications** - 8+ years experience… more
    The Estee Lauder Companies (05/06/25)
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  • Senior Wealth Advisor SAFE Act - Forest Hills…

    Citigroup (New York, NY)
    …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's...capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong… more
    Citigroup (07/25/25)
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  • Public Finance - Not-for-Profit Healthcare Team…

    JPMorgan Chase (New York, NY)
    …communication (verbal, written, and active listening), quantitative, qualitative, research, client service , and relationship-building skills. + Project ... financing needs of the firm's public sector clients throughout the country. Client teams are based regionally and by industry sectors (Infrastructure, Healthcare,… more
    JPMorgan Chase (07/25/25)
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