- Equitable (Melville, NY)
- Wealth Management Associate - NY, Woodbury (6004) ( 24000053 ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Deloitte (Stamford, CT)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Citigroup (Stamford, CT)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Grant Thornton (Melville, NY)
- Tax Associate As a Tax Associate at Grant Thornton, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax ... and healthcare. Procedures vary depending on the type of engagement and associate experience. Procedures may range from reviewing data input, utilizing various… more
- Bank of America (Greenwich, CT)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Market Supervision Manager Manchester, New Hampshire;Greenwich, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive… more
- Broadridge Financial Solutions (Edgewood, NY)
- …helping others along the way, come join the Broadridge team. The Senior Client Services Representative is responsible for managing client interactions with a ... engage with internal and external parties to address all client needs in a professional and timely manner.The candidate...strict SLAs (service level agreements) U tilize great time management skills to handle extremely high seasonal volumes Manage… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is hiring! Were seeking a Client Service Account Manager. Join our dynamic team and become a key player in ... person for designated clients + Maintain current and accurate client contacts in BRAC client contact repository...and Developers + Raise issues in timely manner to management + Improve internal process activities when necessary +… more
- Foresters Financial Services (Westbury, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Westbury, New York Apply Description What...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Broadridge Financial Solutions (Edgewood, NY)
- …for printing and distribution services. The ideal candidate will be working on our Client Facing team managing internal and external clients as well as checking the ... capable of learning new software applications with relative ease + Must have client service experience. Candidate will communicate directly with clients as well as… more
- Broadridge Financial Solutions (Edgewood, NY)
- …+ Scrum Master experience with a Software Development team + Project management experience in the financial services or technology industry + Experience managing ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and ... and global team in Corporate Actions and Income Processing + Financial Services Wealth Management background preferably + Proven ability to develop and deliver… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. Sr. Director, Category Management - Direct Materials & Print Production - Print Production will have ... responsibility for management of key strategic projects and all related Strategic...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Edgewood, NY)
- … client needs for seamless data flow and consistent interfaces. + Client Management + Build strong relationships with initial clients, understanding their ... operational teams based on cost and capabilities. + Develop controls and risk management processes to prevent errors, meet client commitments and minimize… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Infrastructure SMEs and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge standards, ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- Broadridge Financial Solutions (Edgewood, NY)
- …a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID ... core product & project scope. + Managing & influencing client relationships across a range of stakeholders & both...direct authority in matrixed organizations. + Proficiency with product management tools such as Aha or Jira (preferred). +… more
- Broadridge Financial Solutions (Edgewood, NY)
- …model that supports our global reach. We're looking for someone with a wealth of experience in Loan Processing within funds administration, who also brings ... transition plan, including detailed timelines, resource allocation, and risk management strategies. + Ensure seamless knowledge transfer and integration of… more
- Broadridge Financial Solutions (Edgewood, NY)
- …is responsible for the efficient indexing, preparation, and scanning of various client documents. This role demands the production of high-quality work and includes ... with various administrative tasks. The Analyst will collaborate with management to prioritize tasks, ensuring that all work is...as a team resource + Audit and manage confidential client documents to ensure they meet standards; approve or… more