- HUB International (New York, NY)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... culture. Hub International Northeast Limited is seeking an experienced and forward-thinking Senior Claims Advocate to join our Property and Casualty (P&C) Claims… more
- Capital One (New York, NY)
- Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital One's Audit function is a dedicated group of professionals focused on ... work performed, including draft findings. + Establish and maintain good client and team relations during engagements. Effectively communicate information and audit… more
- Parity (New York, NY)
- …to no technology to control this. Parity Inc. is a software as a service (SaaS) designed to reduce energy waste from buildings!! Using advanced algorithms, Parity is ... our team and help us to ensure that all client buildings are adapted to work successfully with the...savings, installations costs, and utility incentives for Parity's Optimizer service + Provide technical support to the Parity sales… more
- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... Significantly enhance the JPMorgan advisor's experience and their ability to service clients by seamlessly blending alternatives with traditional asset classes… more
- JPMorgan Chase (New York, NY)
- …the way that's best for them. **Job Summary** As a Program Analyst within our Client Service and Business Platform, you will gain foundational knowledge of our ... client onboarding process. You will also rotate to our...channels, such as Institutional Clients. In collaboration with our senior business leaders, you will develop strategies that cater… more
- Tompkins Community Bank (Rochester, NY)
- …Advisors (TFA) in an assigned market. Expected to ensure an exceptional client experience with complete wealth management services including planning, ... investments and trust services; lead wealth management business development efforts within the market; oversee...written information; manage profitability; participate as a member of senior management at TFA in overall policy and planning… more
- TD Bank (New York, NY)
- …investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... a team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth is a fully integrated wealth management business that provides… more
- Bank of America (New York, NY)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
- JPMorgan Chase (Brooklyn, NY)
- …contributions to your team and expand your knowledge, skills, and expertise in Wealth Management, then JP Morgan Asset & Wealth Management's (JPWM) Portfolio ... for you. As a member of JP Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible performance measurement, Data Validation, and portfolio… more
- JPMorgan Chase (New York, NY)
- …Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise. Join a team committed to building ... an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth ...need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.… more
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