- City National Bank (Melville, NY)
- * CLIENT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and ... administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development… more
- Morgan Stanley (Stamford, CT)
- …a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer , the Risk Officer has accountability for ... Stanley Wealth Management policies, and other regulations. The Risk Officer keeps the Senior Risk Officer...ensures appropriate action is taken * Responsible for proactive client contact in determining suitability and managing risk *… more
- Trexquant Investment (Stamford, CT)
- …statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. With locations in the ... (for private funds) with solid foundations, mentoring and guidance from veteran senior staff. This opportunity is ideal for a compliance professional who strives… more
- Citigroup (Huntington, NY)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
- Deloitte (Stamford, CT)
- …is you, come travel the world in our world! What you'll do As a Senior Consultant on our Global Trade Advisory team, you will participate in engagements requiring ... companies, understand national and international trade requirements, and align client trade functions with their business objectives; with the opportunity… more
- M&T Bank (Norwalk, CT)
- …grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer 's discretion. Escalates risk issues identified in work assignments. Takes ... ownership coordinating members of the client service team to address administration matters and completes...and completes necessary tasks to provide effective and superior client service. Follows best practices and adheres to controls… more
- Touro University (Central Islip, NY)
- …The Administrative Assistant is responsible for providing administrative support for the Senior Citizen Legal Program. The position is funded through a grant with ... County Office for the Aging. Responsibilities Provide administrative support for the Senior Citizens Legal Project, including but not limited to the following: +… more
- Deloitte (Stamford, CT)
- …+ US Customhouse Broker's License + CUSECO (Certified US Export Control Officer ) + Where applicable, non-US citizen qualifying credentials: + Foreign equivalent of ... the above certifications + CUSICO (Certified US Import Compliance Officer ) + Professional Accreditation in EU Customs Law (post...Ability to work with ambiguity + Ability to manage client and cross functional team expectations + Ability to… more
- Morgan Stanley (Melville, NY)
- …support for the Complex Management team (including Complex Manager, Complex Business Service Officer , Senior Complex Risk Officer and Associate Complex ... management abilities * Demonstrates good judgement * Exceptional interpersonal and client service skills * Detail orientated with superior organizational skills *… more