- Charles Schwab (New York, NY)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... will be required during your tenure on the job. ** Preferred Qualifications:** + Ability to build strong relationships, engage...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- M&T Bank (Buffalo, NY)
- …doers, and builders, working to create the most advanced technology solutions in banking . We're not your stereotypical suit and tie bankers: we're an innovative team ... work assignments + Manage CM operational incident and request queues and ensure service level agreements (SLAs) are met. + Tracking compliance to policies and… more
- CIBC (New York, NY)
- …audit objects and related activities, including staffing, scheduling, and coordination with client to ensure the timely completion of the IT audit plan. Develop ... AWS Certified Solutions Architect, Microsoft Certified: Azure Security Engineer) highly preferred . + **You can demonstrate** **8+ years of** **extensive experience**… more
- JPMorgan Chase (New York, NY)
- …Hong Kong, Tokyo, Sydney, Paris, Sao Paulo) to ensure an integrated global client experience. The candidate should possess a strong work ethic, market knowledge and ... with sales teams and other functional partners to deliver full- service coverage and identify new business opportunities. Required qualifications, capabilities,… more
- JPMorgan Chase (New York, NY)
- …be instrumental in building out a full global derivatives exchange connectivity platform to service both agency client flow and internal needs from other JPM ... various teams including Application Development, Business Analyst & Operations. ** Preferred qualifications, capabilities, and skills:** + BS degree, preferably in… more
- M&T Bank (Buffalo, NY)
- … Service Management, and systems design** **Education and Experience Preferred :** **Bachelor's Degree in Computer Science or Computer Engineering** **Minimum of ... doers, and builders, working to create the most advanced technology solutions in banking . We're not your stereotypical suit and tie bankers: we're an innovative team… more
- City National Bank (New York, NY)
- …* Strong commitment to working as a team and providing excellent customer service . * Exposure to banking or equivalent highly controlled technology environment ... assessment frameworks is highly desired (FAIR, NIST CSF, etc.) * Experience in banking /financial industry is strongly preferred * Formalized training in cyber… more
- Deloitte (Rochester, NY)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities The Support Specialist will ... design, build, test, installation, and maintenance of the application. Provide outstanding client service and contributes to the organization's mission of… more
- City National Bank (New York, NY)
- …Affairs to support various activities across the wealth management business, including client service and operations, portfolio management, sales and research. ... or other advanced degree (eg, JD, MBA, Masters, etc.) preferred * 7-10 years of experience managing projects *...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select… more
- TD Bank (New York, NY)
- …Excellent interpersonal, organizational, leadership and communication (oral and written) skills. + Client service skills - the candidate must demonstrate the ... + Bachelors degree or progressive work experience + 7-10 years related experience ** Preferred Qualifications:** + 10 or more years of experience with a registered US… more
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