- City National Bank (New York, NY)
- …accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly ... Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
- Wells Fargo (New York, NY)
- …financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and ... **2027 Investment Banking Summer Analyst Program** **Invest in your tomorrow** Wells Fargo...the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: + Supporting financial analysis… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...closely with different stakeholders to maintain data integrity + Support day-to-day management of global data, working to resolve… more
- Oracle (Albany, NY)
- …and enablement programs. + Thought leadership: technical blogs, conference talks, analyst /customer briefings. Disclaimer: **Certain US customer or client -facing ... benchmarks, and adoption programs, including PR plans, technical blogs, and analyst briefings in partnership with Comms/Marketing. + Ensure message consistency and… more
- Kids First (Buffalo, NY)
- …quality of care and support possible. + Log daily observations of the client , collecting and reporting critical data to help in monitoring each client 's ... will: + Work closely with a Board Certified Behavior Analyst (BCBA) to implement individualized behavior reduction and skill...assigned clients + Be tasked with reporting to the client 's home for therapy sessions and ensuring that the… more
- Bloomberg (New York, NY)
- Equity Market Specialist Location New York Business Area Sales and Client Service Ref # 10048316 **Description & Requirements** Bloomberg is a global leader in ... with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with… more
- Kids First (Monsey, NY)
- …quality of care and support possible. + Log daily observations of the client , collecting and reporting critical data to help in monitoring each client 's ... will: + Work closely with a Board Certified Behavior Analyst (BCBA) to implement individualized behavior reduction and skill...+ You may be tasked with reporting to the client 's home for therapy sessions and ensuring that the… more
- City of New York (New York, NY)
- …with DHS's 'Adults and Family Services Divisions by assessing the client 's needs, determining service eligibility, or providing additional services. The DHS ... monthly basis. - Develop and maintain various resources that support the needs of clients such as a list...shelter and various internal DHS/HRA departments to plan for client transition to permanent housing, making the transition to… more
- Publicis Groupe (New York, NY)
- …15 business entities. This individual will lead day-to-day collections strategy, support client account resolution, and ensure strong financial performance ... more about Publicis Re:Sources and the Publicis Groupe agencies we support at http://www.publicisresources.com . The Publicis Re:Sources Guiding Principles define… more
- Deloitte (New York, NY)
- …and success of Deloitte Tax LLP in a variety of way, including: + Client Management: Participate in the day-to-day interactions with client 's project team ... solutions to aid in the efficiency of tax and legal departments. + Support : Provide training and software support around day-to-day activities, related to… more