- Guardian Life (New York, NY)
- …collaborative Team? **You will** + Conduct all aspects of complex internal and external investigations including interpreting allegations, collecting relevant data ... on thorough assessments and development of facts. + Analyze customer information, financial data, transaction records and patterns to identify potential risks and… more
- Wells Fargo (New York, NY)
- …looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top...and scheduled contacts with customers + Provide information to internal partners and external sources to further enhance the… more
- Robert Half Finance & Accounting (Akron, NY)
- …computer and process-driven systems, ensuring controls are in place. * Consistently analyze financial data and present financial reports in an accurate and ... timely manner; communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep Group...flow and vendor relationships. * Work with executive and sales staff to determine credit worthiness of potential and… more
- Lincoln Financial (Albany, NY)
- …Counsel - Life & Annuities, provides legal support to the Lincoln Financial Group business segments that are responsible for designing and administering Lincoln's ... support on: - the development and maintenance of Lincoln Financial Group's individual life and annuity products and services...individual life and annuity products and services - marketing, sales and distribution to new and existing clients -… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ,… more
- CVS Health (Albany, NY)
- …determine appropriate products, services, and fees for clients in partnership with Sales and Client Management to ensure business profitability, client needs, and to ... guidelines and SME feedback. + Prepares and issues quotations and financial deliverables for prospective and existing business while meeting established departmental… more
- Wells Fargo (New York, NY)
- …capital markets and advisory solutions, including a full complement of sales , trading and research capabilities, to corporate, government and institutional clients. ... We focus on our clients' overall financial needs, with consideration and respect for their total...only with Equity Research colleagues, but also with Equity Sales , Cash Trading, Derivatives, Wealth Management, and others. +… more
- Capco, a Wipro Company (New York, NY)
- …Practice. To be considered for this role you will be a respected authority in financial services data, with experience in helping to build and run a data advisory ... new businesses and deliver leading data strategies for top-tier Financial Services clients. You will play a key role...You'll Get to Do:** As an experienced delivery and sales leader, you will be expected to mobilize, scale,… more
- MUFG (New York, NY)
- …corporate financial services work experience + Preferably as a Sales , Trader, Treasurer or Business Manager supporting a complex global bulge-bracket banking ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...Markets Divisions Americas, by focusing on the Japanese Corporate Sales , Trading and Treasury business based in NY. Candidate… more
- M&T Bank (Williamsville, NY)
- …expanding relationships **Education and Experience Preferred:** Minimum of 2 years' banking/ financial services customer service, sales or related experience ... provides solutions for common customer requests across business lines. Offers basic sales solutions for customer needs on inbound and/or outbound calls and refers… more