- Marex (New York, NY)
- …[do not delete]. The US Onboarding team is responsible for facilitating the account opening process across a number of different entities in the United States. ... + Communicate with brokers, sales, and other support & control functions on necessary account documentation and deficiencies. + Data entry of client & account … more
- CBRE (Albany, NY)
- …teams. + Present the EFM solution in an EFM Solution Review to sales, account and sector leadership and convince internal stakeholders as to why the solution is ... the operations and transitions team that explains the solution thoroughly and allows the account team to launch, run, and use the solution that has been designed. +… more
- Citigroup (New York, NY)
- …teams. Your primary objective will be to educate these key influencers on account setup requirements with an emphasis on AML/KYC requirements, ultimately driving new ... and paying agent services into transaction workflows, ensuring timely and efficient account setup and fund disbursement. **This requires working in a highly… more
- JPMorgan Chase (Rochester, NY)
- …with ability to apply that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax ... issues + Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and… more
- Community Housing Innovations (White Plains, NY)
- …Paid time off + Personal and Sick Days + Health insurance and health reimbursement account + Dental and vision plans + Flexible spending account + AFLAC ... supplemental insurance + Dependent Care Spending Account + Commuter Transit and Parking Account ...discrimination on the basis of race, color, creed, religion, national origin, citizenship status, age, disability, sex, gender, gender… more
- Community Housing Innovations (Bronx, NY)
- …Paid time off + Personal and Sick Days + Health insurance and health reimbursement account + Dental and vision plans + Flexible spending account + AFLAC ... supplemental insurance + Dependent Care Spending Account + Commuter Transit and Parking Account ...discrimination on the basis of race, color, creed, religion, national origin, citizenship status, age, disability, sex, gender, gender… more
- Community Housing Innovations (Rego Park, NY)
- …Paid time off + Personal and Sick Days + Health insurance and health reimbursement account + Dental and vision plans + Flexible spending account + AFLAC ... supplemental insurance + Dependent Care Spending Account + Commuter Transit and Parking Account ...discrimination on the basis of race, color, creed, religion, national origin, citizenship status, age, disability, sex, gender, gender… more
- Community Housing Innovations (Bronx, NY)
- …Paid time off + Personal and Sick Days + Health insurance and health reimbursement account + Dental and vision plans + Flexible spending account + AFLAC ... supplemental insurance + Dependent Care Spending Account + Commuter Transit and Parking Account ...discrimination on the basis of race, color, creed, religion, national origin, citizenship status, age, disability, sex, gender, gender… more
- Community Housing Innovations (White Plains, NY)
- …Paid time off + Personal and Sick Days + Health insurance and health reimbursement account + Dental and vision plans + Flexible spending account + AFLAC ... supplemental insurance + Dependent Care Spending Account + Commuter Transit and Parking Account ...discrimination on the basis of race, color, creed, religion, national origin, citizenship status, age, disability, sex, gender, gender… more
- Community Housing Innovations (Bronx, NY)
- …Paid time off + Personal and Sick Days + Health insurance and health reimbursement account + Dental and vision plans + Flexible spending account + AFLAC ... supplemental insurance + Dependent Care Spending Account + Commuter Transit and Parking Account ...discrimination on the basis of race, color, creed, religion, national origin, citizenship status, age, disability, sex, gender, gender… more