- 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
- Foresters Financial Services (Westbury, NY)
- …requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative . What you will do: + Act as ... incumbent is FINRA licensed. + As directed by the representative , based on client needs, run product...be provided. + Strong verbal communication skills with a customer- service focus + Strong organizational skills + Ability to… more
- Truist (New York, NY)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, … more
- Bloomberg (New York, NY)
- …Services, Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044773 **Description & Requirements** Bloomberg is ... the information and tools they need to make critical investment decisions and remain connected across all sides of...best practice trading workflows for a wide range of client types. As an Implementations Representative , our… more
- CBRE (New York, NY)
- Finance Analyst Job ID 224427 Posted 12-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance, Capital Markets, Loan ... analysis while preparing valuation and marketing materials that succinctly present investment opportunities to all types of sophisticated capital sources. An… more
- Live Nation (New York, NY)
- …study + 5-8 years of direct experience in brand or account management, client service , media, or entertainment, and/or marketing consulting, advertising or ... and brands forward. Team members will be directly involved with the following: + Client Relationship & Service + Business Development & Growth + Program… more
- Truist (New York, NY)
- …other specialist where appropriate. + Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but ... to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and...service with investments in innovation to create transformational client experiences. We believe the unique blend of human… more
- Paychex (Manhattan, NY)
- …Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization. ... Paychex solution to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and… more
- TD Bank (New York, NY)
- …point of contact. The Fixed Operations team strives to create efficiency, improve client service levels and reduce operational risk. If you are industrious, ... critical infrastructure services that support and/or control the trading, investment , and corporate banking functions of TD Securities. We...groups globally to mitigate risk and deliver world class service to our global client base. They… more
- Broadridge Financial Solutions (New York, NY)
- …Portfolio & Risk Management Solution, focusing on hedge funds and alternative investment managers. Ideal candidates will have a strong background in derivatives, ... Specialist within Portfolio Master, you will need to become versed in our client base, support structure, product functionality and its differentiation. The goal is… more