- Raymond James Financial, Inc. (Locust Valley, NY)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from ... to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
- JPMorgan Chase (New York, NY)
- … client service . **Key Responsibilities:** + Act as a key representative for multiple investment teams and strategies to internal partners, prospects, and ... client assets for institutions and team member investors worldwide. In this client -facing Investment Specialist (IS) role, you will represent our strategies… more
- CBRE (New York, NY)
- …Controller - Investment Oversight Job ID 220907 Posted 10-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance ... The Role:** We are looking for a Controller of Investment Oversight for CBRE Investment Accounting &...and enhance internal controls, ensuring compliance with regulatory and client requirements. + Serve as the primary point of… more
- CBRE (New York, NY)
- Investment Banking Vice President Job ID 203354 Posted 14-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets ... be pivotal in formulating and guiding potential strategies to investors and client alike, based on your thorough evaluations of the competitive landscape coupled… more
- New York State Civil Service (Orangeburg, NY)
- …the development, documentation and implementation of procedures and internal controls.May provide service to multiple client agencies over a specified geographic ... - Dormitory Authority of the State of New York Title Field Representative - Rockland PC Occupational Category Other Professional Careers Salary Grade NS Bargaining… more
- New York State Civil Service (Queens Village, NY)
- …development, documentation and implementation of procedures and internal controls.* May provide service to multiple client agencies over a specified geographic ... - Dormitory Authority of the State of New York Title Senior Field Representative - Creedmoor PC Occupational Category Other Professional Careers Salary Grade NS… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... and administrative support. WHAT WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client … more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... a diverse client base to local markets and the organization's extensive...responsible for providing high-end quality IT Support and customer service to internal colleagues. The successful candidate will join… more
- CBRE (New York, NY)
- …advisory services to owners and stakeholders in the affordable housing market. Our client services include investment sales, debt and structured finance and ... and review work product of support staff. + Leads the execution of investment banking transactions including client -facing responsibilities with, and ability to… more
- Atria Wealth Solutions (Corning, NY)
- … client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to ... plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the… more
Recent Jobs
-
Commercial Producer
- Nexstar Media Group (Greenville, NC)
-
Manufacturing - Machine Operator
- Amphenol CIT (Franklin, WI)