- Marex (New York, NY)
- …(http://www.marex.com/) (http://www.marex.com/) Purpose of Role: Marex is seeking a Client Services Representative who is an experienced, strategic, ... comprehensive breadth and depth of coverage across four core services : Market Making, Clearing, Hedging and Investment Solutions...heart of our business, with superior execution and superb client service the foundation of the firm.… more
- TD Bank (New York, NY)
- …reconcile trades and resolve breaks. + Work on projects as directed by Sales and Client Service teams to further develop and support growth of business. + Manage ... States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $80,000 - $80,000 USD TD is...to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- SMBC (New York, NY)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It...Of Cash Management solutions and proactively proposing solutions and anticipating client needs. Complete all… more
- JPMorgan Chase (Brooklyn, NY)
- …management and bank loans for large institutional clients. As a Client Service Analyst within the Security Services Custody Client operations team, ... **Description** The Corporate Investment Banking - Client Service Analyst is a part...asset servicing of securities , along with ancillary services such as Foreign Exchange and Liquidity Solutions… more
- Bank of America (New York, NY)
- …appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are ... at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs)....and prioritizes client interests + Identifies appropriate client solutions through application of learnings and… more
- JPMorgan Chase (New York, NY)
- …Fusion Data & Analytics solutions in coordination with the Fusion Sales and Securities Services Sales teams. + Lead client discussions and product ... **CIB - Securities Services Product Manager - Fusion...business development or client experience within financial services with data, analytics, or technology solutions .Highly… more
- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure … more
- JPMorgan Chase (Brooklyn, NY)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Bank of America (West Islip, NY)
- …year of financial services industry or sales experience **Skills** **:** + Client Experience Branding + Client Solutions Advisory + Investment Management ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more