- Citigroup (New York, NY)
- …by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and investment advice to ... Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to ... accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. + Prepares various business… more
- Carrier (East Syracuse, NY)
- …communications. Our channel includes end user-homeowners, installing and servicing contractors, distributor warranty administrators and distributors seeking ... and phone systems; experience with a leading CRM platform. **Preferred Qualifications** + Associate 's degree. + Ability to handle between 75-90 phone calls per day… more
- Neuberger Berman (New York, NY)
- We are seeking an Investment Team Support Associate to join our team. This is a high-performing function within the Public & Private Markets, with a primary, ... Teams and Traders to provide high-touch support, proactively monitor servicing , and resolve front-to-back issues impacting execution, risk, performance attribution… more
- Grant Thornton (New York, NY)
- As a Forensics Senior Associate , you will get the opportunity to grow and contribute to our clients' business needs by helping them identify, mitigate, and respond ... 2 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level + CPA, CFF and/or CFE preferred… more
- M&T Bank (Buffalo, NY)
- …on boarded to the servicing system of record. **Education and Experience Required:** Associate 's degree, or in lieu of a degree, a combined minimum of 2 years' ... higher education and/or work experience **Education and Experience Preferred:** Minimum of 2 years' relevant work experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.68 -… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing . This ... position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. This is a full-time, in-person position, and the selected candidate is… more
- WTW (New York, NY)
- …not offered for this specific job opportunity. **The Role** A role for an Associate Director within Financial Solutions Political and Credit Risks team in New York ... global platform + Negotiating policy wordings + Binding new risks + Servicing policies once bound including issuing mid-term adjustments, assisting with claims and… more
- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... 2 years of related work experience in a similar consulting practice or function servicing real estate and/or construction clients at a national level required + CPA,… more
- Grant Thornton (New York, NY)
- As a Purchase Agreement Advisory Senior Associate , you'll focus on the accounting aspects of middle-market transactions, serving dynamic organizations with ... 6 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level required. + CPA preferred or CPA… more