- Ankura (New York, NY)
- …grow accounting teams of various skill levels. + Oversee and/or contribute to client annual external financial statement audits. + Implement improved processes ... Effectiveness and Efficiency: Optimize Finance and Accounting processes, operations and service delivery model while driving EBITDA improvements and managing overall… more
- Scotiabank (New York, NY)
- …for executing on a broad range of transactions as well as preparing client presentations and financial analysis. They work closely with the Associates ... a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our… more
- HUB International (Melville, NY)
- …evaluate and manage client insurance risk(s) with the goal to minimize financial impact to in-force benefit programs through: + Generate and explain in layman's ... history as well as utilization/H&P data. + Provide periodic financial reporting to the client . + Participate...insurance company partner contacts (such as underwriters, sales and service representatives), client contacts and HUB Sales… more
- Citigroup (New York, NY)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** New ... excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer...and offer solutions through a wide range of products, services and tools based on client profiling.… more
- Citigroup (Huntington, NY)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** ... excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer...and offer solutions through a wide range of products, services and tools based on client profiling.… more
- Citigroup (Hewlett, NY)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** Hewlett ... excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer...and offer solutions through a wide range of products, services and tools based on client profiling.… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, ... goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. +...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
- Broadridge Financial Solutions (Albany, NY)
- …experience required. + Minimum of 4 years of experience in client service , account management, or financial services . + Familiarity with project ... to be a trusted partner in providing world class service delivery to our Bank and Broker client...acumen with the ability to interpret and discuss complex financial products and services . + Outstanding communication… more
- Sodexo (Brooklyn, NY)
- … including retail, catering and patient meal management operations + achieve company and client financial targets and goals + develop and maintain client ... NY** The **Sodexo Culinary Center / Cook Chill Building** services **New York City Health + Hospitals (H+H)** ,...of 4 union employees, and ensure high quality food service for patients, staff, and visitors while maintaining compliance… more
- Sodexo (New York, NY)
- … including retail, catering and patient meal management operations + achieve company and client financial targets and goals + develop and maintain client ... with discounted rates for employees. This role ensures high quality food service for patients, staff, and visitors while maintaining compliance with health and… more