- Rochester Regional Health (Rochester, NY)
- SUMMARY The Financial Case Manager is responsible for reviewing uninsured and under-insured patient accounts by following the insurance verification ... interviewing patients and screening for secondary coverage options, applying for financial assistance and other government based programs. This person assists… more
- TD Bank (Rye Brook, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a forgivable draw, for ... financial advisors or planners who will be providing ...A FA will need to leverage their experience to service the unique and complex needs of clients in… more
- Bank of America (New York, NY)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or… more
- Bank of America (New York, NY)
- …investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... + Works with clients to plan their short and long -term financial goals by building a ...+ At least three years' experience working in the financial service industry and/or a sales environment… more
- Qualtrics (New York, NY)
- …ability to influence and close high-value contracts, ensuring strategic alignment and long -term value creation for financial services clients. + Deliver ... Client Experiences: Exceed customer expectations and foster trust with financial stakeholders by consistently delivering outstanding service , particularly… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes ... maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests + Build and maintain relationships with client… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …the Law School's senior leadership team, the Associate Dean & Chief Financial Officer (CFO) is responsible for leading a customer-focused support organization that ... management, and reporting to advance the teaching, research, and service missions of the School and to sustain and...field. The CFO directs the planning and management of financial , budgetary, and investment activities for the School, serves… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Line of Business:** Financial Crime Risk Management **Job Description:** The Screening Capabilities function encompasses ... Screening Model Oversight, Screening Operations, Screening Governance and Transformation. The Financial Crime Risk Program Coordinator will work with the AVP, Head… more
- TD Bank (New City, NY)
- …can provide you more specific details for this role. **Line of Business:** Financial Crime Risk Management **Job Description:** The Financial Crime Risk Senior ... grounds to suspect money laundering/terrorist financing, mitigating, and disrupting financial crime (recommending for demarket and/or freezing accounts by the… more
- Thrivent Financial (New York, NY)
- …part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a ... + Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable… more