- CIBC (New York, NY)
- …**Employment Type** Regular **Weekly Hours** 40 **Skills** Bank Products, Call Center, Client Service , Communication, Financial Products, Inbound Calls, Work ... a fast- paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist,...the right products and solutions that will enable their financial success. You'll educate and assist clients using CIBC… 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
- Edward Jones (New York, NY)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- WTW (New York, NY)
- …to support client decisions. + Partners with Global Delivery Centers and Client Service teams to deliver superior project management. + Learn to communicate ... industry. + Is an active member on multiple employer client teams providing financial analyses, outputs and...quality deliverables on time and within budget. + Strong client service orientation and ability to respond… more
- WTW (New York, NY)
- …to support client decisions + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Communicates complex ... Role** + Is an active member on multiple employer client teams providing financial analyses, outputs and...quality deliverables on time and within budget + Strong client service orientation and ability to respond… more
- Bloomberg (New York, NY)
- …Sales - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045049 **Description & Requirements** **Bloomberg is a global ... employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we...have: - Minimum 2 years of experience working in financial services or a financial … more
- WTW (New York, NY)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Scotiabank (New York, NY)
- …a broad range of non-investment grade financing transactions. Responsible for preparing client presentations and financial modeling. Work closely with the ... Associate, Investment Banking, Financial Sponsors Group - US **Requisition ID:** 220823...of investment banking, credit and risk management products and services relevant to the financing and strategic development needs… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- Bloomberg (New York, NY)
- …Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The Opportunity: ... Eastern Canada. The candidate will look after BNEF's growing client base across financial institutions in the...responsibilities in parallel. We'll trust you to: -Originate new client relationships for BNEF's product offering and services… more