- Fidelity TalentSource LLC (Fairfield, CT)
- …and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose ... discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …sophisticated product offeringsConducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by ... Job Description:For you, client interactions aren t just transactions. They re...player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop… more
- Phaxis (Huntington Station, NY)
- Portfolio Management Associate Salary is 75-90k plus bonus Develop investment proposals and provide trade recommendations tailored to a client 's existing ... activities including performance monitoring, risk analysis and asset allocation Support the development and implementation of investment strategies based on… more
- Fidelity TalentSource LLC (New York, NY)
- Job Description:RoleAs a Senior Associate , you will help to provide H&W clients a different perspective by offering comprehensive solutions. These services can ... employee contribution settings or retiree health care solutions. You will support H&W Benefits Consulting projects, coaches other associates and promotes teamwork.… more
- Russell Tobin & Associates (New York, NY)
- What are we looking for in our Associate Production Designer? Job Title: Associate Production Designer Duration: 12 Month W2 Contract Location: New York, NY ... step in the marketing funnel. Job Summary: As an Associate Designer, you will be responsible for the creation,...of a project to maintain the quality of the Client 's Entertainment product. This position offers an exciting opportunity… more
- Creative Financial Staffing (New York, NY)
- Wealth Management Associate About our client : Our client is a boutique investment management firm located in Manhattan. They are working with high-net worth ... They're looking for a results driven administrative professional to join the team to support its Founder This role is a great stepping stone for someone who would… more
- Creative Financial Staffing (New York, NY)
- Union Dues Associate About the Company & Position: My client is one of the largest unions for service workers in the US; extremely stable and in existence over ... Preferred: 2 years of relevant experience in either accounting, administrative support , bookkeeping, etc. Intermediate Excel skills (working experience with v… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …can help you with classes to obtain it The\u00A0Purpose\u00A0of Your RoleWe fully support you with an open architecture product platform and top resources in the ... financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership...skills and meticulous planning allows you to mentor and support your customers as they look to reach their… more
- Russell Tobin & Associates (New York, NY)
- What are we looking for in our Desktop Support Technician? Russell Tobin's client , a multinational business software company is hiring a Desktop Support ... DOE Responsibilities: Duties range from remote desktop assistance to providing support over the telephone to troubleshooting issues that arise with computers.… more
- Fidelity TalentSource LLC (Chappaqua, NY)
- …to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such ... Job Description:Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of… more
- Fidelity TalentSource LLC (Chappaqua, NY)
- …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... insurance, or financial experience is an excellent addition to your experienceWe will support you while you learn the FINRA licensing material and work to obtain… more
- Fidelity TalentSource LLC (New York, NY)
- …is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. ... At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your RoleWorking in our… more
- Creative Financial Staffing (Mount Kisco, NY)
- Our Client , based in Mount Kisco, NY is actively looking for an Accounting Clerk to join their team and handle day-to-day accounting tasks. Join a dynamic and ... attention to detail. Assist with month-end and year-end financial close procedures. Support the Finance team with administrative and clerical tasks as needed. For… more
- Fidelity TalentSource LLC (New York, NY)
- …of financial planning experience, 5+ years preferredProven track record of high client happiness and dedication (eg high NPS, retention, etc.)Proven track record of ... implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this… more
- Capgemini Government Solutions (New York, NY)
- …multifaceted role working in collaboration with other teams across the business to support our government clients. As a Salesforce Solution Architect you will work ... configuration designs, use cases, test conditions, and training documentation to support the successful implementation of initiatives and processes. Identify and… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, ... related communication that impacts clients or the bank. + Partner with Client Support Manager on internal and external communication with Investor Relations and… more
- S&P Global (New York, NY)
- …with many internal teams, including Commercial, Product, Content and Technical Support .** **Responsibilities and Impact:** Client Service Associates are the ... and how they use our tools, as a Credit Client Service Associate , you will be a...inquiries for ratings clients + Provide professional, timely, quality support of our credit based products + Recording accurate… more
- CBRE (New York, NY)
- …role** The CBRE Investment Management Client Solutions team is seeking a seasoned Client Care Senior Associate to support capital raising efforts and ... Sr. Associate , Client Care Job ID 183837...enhanced return fund series, but with the flexibility to support other products as needed, with responsibility for coaching,… more
- Bank of America (New York, NY)
- …and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support position, typically providing ... Registered Wealth Management Client Associate NEW YORK, New York...Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of… more
- Publicis Groupe (New York, NY)
- …responsible for building and maintaining an effective and productive relationship with the client . The Associate Director will support our dedicated commerce ... helping to develop innovative strategies to meet and exceed client business objectives. The Associate Director will...meet and exceed client business objectives. The Associate Director will work in partnership with our Commerce… more
