- City National Bank (New York, NY)
- …management, financial planning, and brokerage services advice. Less experienced Financial Advisors ( FA ) will work in tandem with an assigned SFA to provide sales ... for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for… more
- Bank of America (New York, NY)
- …strategic objectives, operational excellence goals, and client advocacy within the FA 's business, while customizing solutions based on their specific needs. Job ... and follows up on all client and Financial Advisor ( FA ) requests + Assists with ensuring practices are in...banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including… more
- Bank of America (New York, NY)
- …training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully ... may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of… more
- Meta (New York, NY)
- …a Lab Manager, you will be responsible for our EMG Labs and FA (Failure Analysis) & Sustaining Team. This includes leading the installation, configuration, ... balance workloads of the lab technicians and Failure Analysis ( FA ) engineers 12. Operate lab equipment as needed to...aerospace, or defense 22. Experience in testing of prototypes, FA and characterization of early product concepts 23. Proficient… more
- Verint Systems, Inc. (Albany, NY)
- …owning, supporting, managing, enhancing, and leading ERP modules globally, including EBS Finance ( FA , CM, AP, AR and GL, treasury, and Tax) and Operations, QTC ... and hands-on functional leadership across modules including AP, AR, FA , GL, SLA, OM, EBTAX, AGIS, CM, Configurator, and...+ **Functional Proficiency:** Deep expertise in GL, AP, AR, FA , CM, OM, Inventory, Service Contracts, EBTAX, AGIS, SLA… more
- Fortrex (Macedon, NY)
- …verificado de los 8 pasos de saneamiento. Otras tareas incluidas:** + Actividades fA -sicas como levantar, empujar, jalar el equipo de saneamiento. + Trabajar con o ... con discapacidades. Fortrex proveerA! una acomodaciA3n razonable a cualquier discapacidad fA -sica o mental conocida de un individuo cualificado a la extensiA3n… more
- Bank of America (White Plains, NY)
- …and contributes to the Market's profitability by influencing Financial Advisors ( FA ) business practices in ways that minimize regulatory and financial risk ... activities, and conduct of market personnel + Manages day-to-day Financial Advisor ( FA ) business needs, while ensuring adherence to the bank's compliance policies… more
- TD Bank (Middle Village, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor ( FA ) role is a three-year program with a forgivable draw, for financial ... will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and… more
- City of New York (New York, NY)
- …reviews to determine if the family meets the criteria for Family Assistance ( FA ) or EAF funding for the services provided, including counseling and legal services; ... Claim manual case reviews to determine if the family meets the criteria for FA or EAF funding; and staff's performance of quality assurance for Enterprise Data… more
- Citigroup (New York, NY)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA , mortgage specialist, etc.) + Take full ownership of clients' problems to ... resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed +… more
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