- Moss Adams LLP (New York, NY)
- …complex and interesting business challenges. **Introduction to the team** The Financial Services group provides regulatory compliance, internal audit, ... institutions, including banks, credit unions and other types of financial services companies throughout the United States....to meet client deadlines and provide excellent client service + Ability to handle multiple… more
- Thrivent Financial (New York, NY)
- …providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and ... financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and...in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary… more
- Bank of America (Buffalo, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools,… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …to prospective, new and current students and their families. Provide positive direct client services to students, by ensuring compliance with federal, state, and ... Preferred Education: Master's Degree Required Experience: 2+ years experience in a financial aid and/or student services environment or an equivalent combination… more
- MarketSource (Norwich, NY)
- …events. * Responding to store customers and in-store sales staff questions regarding client specific products * Providing superior customer service (retail sales ... sessions and conference calls. * Reviewing new product and service offerings from the client Relationship Development...conditions that may be stressful including under supervision of client ; access to sensitive personal or financial … more
- Robert Half (New York, NY)
- …or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB LOCATION NY PRO NEW YORK ... JOB REQUISITION New York City Internal Audit and Financial Advisory Intern - 2026 LOCATION NEW YORK...an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face.… more
- Berkshire Bank (Albany, NY)
- …ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and ... Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 7 Pay Range: $20.50 - $35.99 Actual… more
- Citigroup (New York, NY)
- …Master's degree in Business Administration preferred + Experience working in a Financial Services institution(s) + Consistently demonstrates clear and concise ... mentorship guidance on deal structuring and client interactions. + Build client relationships by providing sophisticated financial solutions tailored to the… more
- Charles Schwab (Mount Kisco, NY)
- …team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while ... culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with...advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client … more
- Citigroup (New York, NY)
- …internal teams (operations, legal, compliance, finance, sales, marketing) to ensure seamless service delivery and execution of client directives. + Monitor and ... Growth** + Identify and pursue cross-selling opportunities for other bank products and services within the assigned client portfolio. + Collaborate with the… more