- Capital One (Albany, NY)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented ... Senior Manager with horizontal cybersecurity expertise to join our dynamic Customer Trust & Field Security team. This critical role acts as the security expert for… more
- Tompkins Community Bank (Ithaca, NY)
- …and state tax laws while ensuring thorough documentation and audit readiness. + Client and Team Support - Serve as a knowledgeable resource for internal teams ... Maintain comprehensive records of tax-related activities and communications. + Client and Internal Support + Serve as a point...Certificate preferred + A minimum of three (3) years' trust and estate-related experience is preferred + Proficient in… more
- M&T Bank (Amherst, NY)
- …this position offers the chance to make a direct and meaningful impact on client outcomes. **What You'll Do:** + **Process** a steady flow of transactions - ... readiness. + Experience in a similar back‑office environment. + Experience with trust accounting systems, depositories (eg, DTC, Fed), and general ledger workflows.… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... wealth services to best meet the objectives of each client . As a Client Specialist ...worth clients. + A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family… more
- H&R Block (New York, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... elements to ensure a high level of success and client satisfaction with a newly established partnership between H&R...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- Bloomberg (New York, NY)
- Equity Market Specialist Location New York Business Area Sales and Client Service Ref # 10048316 **Description & Requirements** Bloomberg is a global leader in ... through their ongoing relationship with Bloomberg. **Our Team:** The Market Specialist team within Financial Solutions serves as the financial market and… more
- HSBC (New York, NY)
- …clients + Collaborate with internal teams (wealth planners, investment specialists, credit, trust , operations) to deliver a seamless client experience + Educate ... Wealth and Personal Banking Insurance Specialist Brand: HSBC Area of Interest: Insurance Location:...You'll be responsible for identifying new business opportunities, managing client relationships, and ensuring seamless delivery of insurance and… more
- Planned Parenthood of Greater New York (Schenectady, NY)
- POSITION SUMMARY The Advocacy & Prevention Specialist is responsible for assisting survivors in dealing with the immediate and long-term impact of victimization, as ... in the community to offer programming intended to prevent sexual violence. The Specialist will also be the designated campus advocate working with student survivors… more
- Justworks (New York, NY)
- …enhance the customer and team experience. + Consultative - Builds relationships through trust , curiosity, and active listening to understand client needs and ... Payroll Implementation Specialist New York, New York Apply Who We...Profile What You Will Work On: + Fully review client information for completeness in advance of onboarding +… more
- Bloomberg (New York, NY)
- Technical Support Specialist (BTS), Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10046819 **Description & ... hours. **What's The Role?** As a Bloomberg Technical Support specialist , you will deliver technical solutions to new and...then this may be the opportunity for you. **We'll Trust You To:** + Effectively prioritize a high volume… more