- Atria Wealth Solutions (Corning, NY)
- …Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding ... Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program… more
- Owens Realty Services (Hornell, NY)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... and rewarding place to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations. We consider the… more
- Santander US (Staten Island, NY)
- …Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations ... with sales management's objectives surrounding the marketing and promotion of investment products and services . + Maintains records, master operational… 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 ... specialists and IRM partners who are designated to support client service and business development efforts (eg... and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services , and insurance… more
- ASM Research, An Accenture Federal Services Company (Albany, NY)
- …the examination of costs, benefits, and risks associated with the proposed investment or project. + Recommends alternatives for solutions and highlights strategic ... + Serves as liaison with clients, participating in meetings to ensure client needs are met. + Architects, designs, implements, supports, and evaluates secure,… 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, ... talents and experiences enable us to provide critical infrastructure services that support and/or control the trading, investment...groups globally to mitigate risk and deliver world class service to our global client base. They… 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
- Citigroup (New York, NY)
- …role + Subject matter expertise with relevant Prime financing platforms, asset types and client investment strategies + Thorough understanding of PB client ... cash and synthetic Prime Brokerage and Equity Delta One business lines: + Solutions-oriented client engagement through-out the lifecycle of a client + First line… 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, ... Master, you will need to become versed in our client base, support structure, product functionality and its differentiation....+ You have a working knowledge of the financial services market, as well as exposure to, or experience… 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
Recent Jobs
-
Oracle Fusion Procurement Technical/Functional Developer (Senior Principal Applications Analyst)
- Mission Support and Test Services (North Las Vegas, NV)
-
Healthcare System Qualitative Analyst, Bureau of Equitable Health Systems
- City of New York (New York, NY)
-
Scrum Master
- Two95 International Inc. (Scottsdale, AZ)
-
Sales Associate - Lido in
- Anywhere Real Estate (Asbury Park, NJ)