- JPMorgan Chase (New York, NY)
- …global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal ... + Ensure business and firm-wide initiatives are successfully driven by Supervisory Manager team (ie, Document Integrity, FINRA changes, etc.) + Develop and motivate… more
- Guardian Life (New York, NY)
- …internal partners on various functions including advisor as portfolio manager , multi-account/strategy proposals, and trading methodologies + Proactively and ... **You have** + Knowledge of retail client onboarding/new account process, and advisory products + Strong analytical and organizational skills + Proficiency in… more
- Mizuho Corporate Bank (New York, NY)
- …status, performance, and projection information from systems, source data, resources , or communications. + Compiling information, designing report formats as ... + Undertake miscellaneous assignments as deemed necessary and appropriate by the manager . MINIMUM JOB REQUIREMENTS OR EXPERIENCE: + Advanced Excel skills. +… more
- Bank of America (New Paltz, NY)
- …the lobby to educate and assist with conducting transactions through self-service resources , such as mobile banking, online banking, or ATM. Key responsibilities ... Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Guardian Life (Albany, NY)
- …Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory , you will conduct branch office inspections using risk-based testing ... environment in the branch office. + Timely communicate preliminary findings to your manager and branch office management verbally and then in writing. + Assist, as… more