• Fitch Group (New York, NY)
    …careers page: https://careers.fitch.group/content/Fitch-Solutions-Commercial/ Fitch Solutions is currently seeking a Customer Success Director based out of our ... of Fitch Group, a global leader in financial information services with operations in over 30 countries. Fitch Group...City office. As a trusted partner, a Director of Customer Success will manage a team of… more
    Upward (07/06/25)
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  • Fidelity Investments (Chicago, IL)
    …with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face ... Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer ...individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service more
    Upward (07/18/25)
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  • TD Bank Group (New York, NY)
    …New York, New York, United States of America Hours: 40 Line of Business: TD Securities Pay Detail: $70,000 - $80,000 USD TD is committed to providing fair and ... for this role. Job Description: Preferred Qualifications: Global Operations and Business Services is a diverse and dynamic group of people delivering continued… more
    Upward (07/13/25)
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  • Citigroup, Inc. (Jacksonville, FL)
    …placing unsolicited securities trades (Series 7 & 63 required). Ensures customer claims and complaints are handled in accordance with FINRA and firm policy. ... issues with transparency. Qualifications: 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)… more
    Upward (07/08/25)
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  • TD Bank Group (Lake Mary, FL)
    …: Lake Mary, Florida, United States of America Hours: 40 Line of Business: TD Securities Pay Detail: $50,000 - $60,000 USD TD is committed to providing fair and ... details for this role. Job Description: Preferred Qualifications: TD Securities is looking for an Ops Analyst I to...Who We Are TD Cowen is a diversified financial services firm offering investment banking services , equity… more
    Upward (07/16/25)
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  • New York Life Insurance Company - Milwaukee (Milwaukee, WI)
    …career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in ... invaluable skills such as marketing, customer relationship management (CRM), and communication and providing you...a development team and sales support to guide your success . What we're looking for We're looking for people… more
    Upward (06/27/25)
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  • Goldman Sachs, Inc. (Dallas, TX)
    …is engineered in a fast-paced, dynamic environment, adapting to market and customer needs to deliver robust solutions in an ever-changing business environment. Your ... Impact As the Head of Product for Client Service Platforms, you will shape the experiences for our clients and integral components of the Asset Management technology… more
    Upward (07/05/25)
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  • Wells Fargo (Los Angeles, CA)
    …(LO) outlined in the job expectations below Required Qualifications: 2+ years of customer service experience, or equivalent demonstrated through one or a ... registration State Insurance license(s) Bilingual speaking proficiency in Spanish/English Customer service focus with experience handling transactions across… more
    Upward (07/23/25)
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  • DTCC (Jersey City, NJ)
    …Product Owner experience within a large enterprise Talents Needed for Success : Experience with end-to-end Salesforce implementations in large financial organizations ... and AI agent deployment. Service Cloud Consultant or Experience Cloud Consultant certification is...the roadmap to deliver the highest value to satisfy customer needs Possesses and leverages deep understanding of AI,… more
    Upward (07/04/25)
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  • JPMorgan Chase & Co. (Paramus, NJ)
    …You have a passion for helping customers, building relationships, and delivering extraordinary customer service . You are energetic and enthusiastic as the face ... lives of customers easier by sharing and setting up self- service options to access their accounts 24 hours a...relationship sales role in a related industry, with proven success in establishing new clients, deepening customer more
    Upward (07/23/25)
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