- Mizuho Corporate Bank (New York, NY)
- …value and improve Mizuho Bank's US operations including the derivatives and broker dealer businesses. Based in the New York Metro area, IADA staff members perform ... excellent communication skills, both written and verbal, as well as strong relationship building skills with ability to work well within a team-oriented environment.… more
- Kestra Financial (Wappingers Falls, NY)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of ... in the financial services industry allowing for a strong understanding of broker/ dealer operations and financial services products, including but not limited to:… more
- Shaw Industries Inc (Albany, NY)
- …This position will have heavy focus on A&D relationships, with some dealer and end use responsibilities Responsibilities: + Work with architects, designers, flooring ... be able and competent to work with and manage customer base thru CRM (Customer Relationship Management) tool such as Salesforce.com + Follow up on a variety of leads… more
- Lincoln Financial (Albany, NY)
- …LFG Admin systems (Ardis, Converge, etc.) + Acts as product expert, relationship builder, service advocate, and problem solver to ensure customer's expectations are ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- SMBC (New York, NY)
- …benefits to its employees. **Role Description** SMBC CM is an established derivatives dealer with a broad product portfolio, with specific emphasis on interest rate ... data in relevant industries for new opportunities and solutions + Interact with relationship bankers on client calling and credit management along with partners in… more
- Monroe Tractor (Henrietta, NY)
- …Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With ... and other related efforts. + Maintain a positive and professional working relationship with peers, management, and support resources, with a constant commitment to… more
- Singer (New York, NY)
- …larger than themselves. We are the proud recipient of the Foodservice and Supplies Dealer of the Year award for 2023. Our commitment to our customers has earned ... + Stay hungry to learn, develop and grow - develop skills in relationship management and ability to call on executive leadership of large complex customers.… more
- Monroe Tractor (Syracuse, NY)
- …Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With ... in accordance with company standards. + Actively use and update the Client Relationship Management System (CRM). We are an equal opportunity employer and prohibit… more
- MUFG (New York, NY)
- …to senior management. + Recordkeeping: + Support compliance with CFTC Swap Dealer recordkeeping requirements by conducting reviews of archived records to ensure they ... believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if… more
- Santander US (Staten Island, NY)
- …on a quarterly basis. + Maintains compliance with all applicable bank, broker/ dealer , State and Federal regulations associated with the sale of investment and ... people as they work, identifying the best people for the job. + Strong relationship management and negotiation skills via a phone channel + Ability of using logic… more
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