- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes ... client inquiries + Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists… more
- KeyBank (Mahopac, NY)
- …6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... to clients by offering a range of investment solutions and partnering with banking center staff. + Help attain sales production and referral goals by assisting… more
- Planned Parenthood of Greater New York (Queens, NY)
- …payments and co-pays in accordance with PPGNY supply sales, cash handling, and banking policies. Reconcile audit reports to payments and prepare deposits. * Screen ... indicated * Follows all lab and quality assurance protocols; uses appropriate personal protective equipment (PPE) and infection control precautions ICA Patient Care… more
- Kyndryl (New York, NY)
- …is dynamic and influential - offering a wide range of professional and personal growth opportunities that you won't find anywhere else. You'll have the opportunity ... work with customers in a variety of industries, from banking to retail. Whether you want to broaden your...have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone… more
- BMO Financial Group (New York, NY)
- …a leading, full-service financial services provider. We offer corporate and investment banking , treasury management, as well as research and advisory services to ... have a sense of urgency, attention to detail and a high sense of personal responsibility. A working knowledge of Excel, coding, the financial markets and of… more
- IBM (New York, NY)
- …value of customer data - making every interaction more intelligent, more personal , and more trusted. With deep expertise across Adobe's Experience Cloud, Document ... Platform with financial services data ecosystems (eg, CRM, CDP, core banking systems). * Familiarity with personalization strategies, omnichannel customer journey… more
- KeyBank (New York, NY)
- …are required. + Candidate should have 1+ years of relevant experience (investment banking , equity research, or another analytical role) and an interest in research ... with Bloomberg, FactSet, Thomson Reuters, or CapIQ is a plus. ** Personal Skills** + Collaboration: Demonstrates experience in participating in productive… more
- Citigroup (New York, NY)
- …and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and ... + 1-3 years of relevant experience in Mortgage/Loan Origination + Banking experience preferred + Consistently demonstrates clear and concise written and… more
- KeyBank (Greece, NY)
- …educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking ). + Strong work ethic and high level of integrity. + Excellent Time ... management skills. ** Personal Skills** + Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes,… more