- Citigroup (New York, NY)
- …or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** ... The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques… more
- Arc Allegany-Steuben (Bath, NY)
- …of individual's funds. + Complete personal allowance documentation and other financial documentation according to procedure. Person Centered Services + ... benefits package to include options for medical, dental, vision, employer paid life insurance , 403 b with employer contribution, PTO accruals, two weeks of paid… more
- The Salvation Army (Syracuse, NY)
- …Case Manager your role is to provide Intensive Case Management, offer Temporary Financial Assistance, and refer Legal Services to eligible households. Case ... Services at a discounted weekly rate + Public Service Loan Forgiveness qualified Employer + Tuition Remittance program...the clients in this program. + Ensure that client service information and financial paperwork is accurately… more
- CBRE (Rochester, NY)
- Senior Environmental Site Assessor Job ID 230886 Posted 30-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Environmental Consultancy ... ASTM and client specific standards on complex assets and as an Environmental Professional that holds professional distinctions. **What You'll Do:** + Complete… more
- NTT America, Inc. (NY)
- …exceptional, innovative, and passionate individuals who want to grow with us. Our Financial Services Consulting team includes management consultants who help ... Will Help You:** We are committed to supporting your professional growth, development, and success. By joining our team,...outcomes that position banks as leaders in the evolving financial services landscape. **Once You Are Here,… more
- Deloitte (New York, NY)
- …Proven problem-solving capabilities + Experience serving clients or directly working within the financial services industry + Solid experience in financial ... some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to...Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA)… more
- The Salvation Army (Syracuse, NY)
- …behalf, connecting clients to community and mainstream resources as appropriate. Coordinate services with other service providers to provide housing assistance ... ongoing basis as needed. + Conduct regular home visits. + Ensure that client service information and financial paperwork is accurately completed and recorded in… more
- Compass Group, North America (New York, NY)
- …Manager in driving guest and client satisfaction, team efficiency, and financial performance. Key Responsibilities: Guest Services & Food&Beverage Management ... a warm, professional , and efficient guest experience. *Implement and monitor service standards and SOPs to ensure all client standards and expectations are met.… more
- AIG (New York, NY)
- … insurance programs + IT packages: MS Outlook, Excel and Word. + Professional Insurance qualifications such as ACII, ARe, CPCU, ARM or equivalent ... is an exciting business area within AIG that designs, implements and services bespoke multinational insurance solutions for our global customers, empowering… more
- Grant Thornton (New York, NY)
- …our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more ... think being different makes us better. In the US, Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed,… more