- US Bank (New York, NY)
- …or equivalent experience - Seven to nine years of experience in alternative investments industry **Preferred Skills/Experience** - Working knowledge of Microsoft ... who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by… more
- JPMorgan Chase (New York, NY)
- …role you will have the opportunity to foster a deep partnership with the alternative investments team and the review of internal and external materials, ... ensure adherence to SEC, FINRA and firm regulations and guidelines + Attend alternative investments team meetings to foster relationships and track product… more
- M&T Bank (Buffalo, NY)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and… more
- M&T Bank (Buffalo, NY)
- …Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized ... area comprised of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail… more
- Walgreens (Peekskill, NY)
- …and assists in community events as requested by Store Manager, Healthcare Supervisor , District Manager or Pharmacy Manager. **Operations** + Under direct supervision ... prescribed medications, dosages, refills, interactions and allergies to suggest alternative medications, and answer medical provider questions. + Performs retail,… more
- Berkshire Bank (Rome, NY)
- …+ Cross-sells and refers non-traditional Bank products eg, insurance & investments to meet established goals. + Participate in outbound calling campaigns ... needed. + Provides back up and support to Branch Supervisor tasks as needed. + Available to work Saturday...need assistance completing the application process, or would like to request alternative methods of applying, please contact us… more
- New York State Civil Service (Albany, NY)
- …Please note: Specific hours may vary and should be discussed with the Supervisor at the time of employment. Additionally, telecommuting options will be discussed at ... cost*Membership in the NYS Employee's Retirement System*NYS Deferred Compensation Investment Plan*Eligibility to apply for Public Service Loan Forgiveness (PSLF)… more
- Insight Global (New York, NY)
- …Latin America, Canada, and their DTC group. This candidate will fall under the Alternative Investment Services organization reporting to the VP of the Portfolio ... team resources accordingly to complete client requests. Serves as first line supervisor for assignment of tasks and resolution of issues. Supports and completes… more
- Solvay Bank (Syracuse, NY)
- …Position Title: Reports To: Customer Relations Specialist Customer Relations Supervisor Position Summary: Provides quality service by telephone or electronic ... Pay, Deposit Accounts, Certificates of Deposit, Insurance, Mortgages, Trust and Investment Services, Consumer Loan Products, and other retail products that are… more