- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR - Commercial Bank, Brokerage Support, New York, NYC. * *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that ... 7 and 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of… more
- Santander US (Brooklyn, NY)
- Client Service Associate , Investments,...candidate may have sales experience or aspires to a brokerage sales career. Respect for the client , ... Brooklyn, NY Florham Park, United States of America Job Description The Client Service Associate (CSA) is a sales support role within the Administration… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... to increase OneClient at BMO + Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue… more
- TD Bank (New York, NY)
- …for the various businesses within Equities (Global Equity Derivatives, Prime Brokerage ), while also managing all the cash/funding related trading activity across ... Finance Trading Group. We are looking to hire a Analyst/ Associate for the Prime Finance Funding group within TD...+ The successful candidate will work closely with Prime Brokerage and Equity Derivative teams to help raise funding… more
- CBRE (New York, NY)
- SP - Associate Broker Job ID 202616 Posted 22-Jan-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) New ... States of America About The Role: As a CBRE SP- Associate , you will be responsible for developing business, marketing...behalf of clients. This job is part of the Brokerage job function. They are responsible for the buying,… more
- WTW (New York, NY)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Associate you will contribute to a wide variety...Providing superior client service in response to day-to-day … more
- WTW (New York, NY)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (New York, NY)
- …and produce quality deliverables on time and within budget + Strong client service orientation and ability to manage expectations and relationships ... Placement Associate Director, you will significantly contribute to a client 's benefits strategy through managing and/or leading the entire vendor/carrier bid,… more
- First Horizon Bank (New York, NY)
- …TN., or New York City, NY. **SUMMARY** The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) ... of the office. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Collects key client /prospect data, analysis statements and assembles sales marketing collateral to aids… more
- WTW (New York, NY)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... for clients + Proactively advising clients and providing superior client service + Contributing to the creation...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Financial Consultant Associate Popular Investments Service Brokerage This position is ... back to the bank for loans and deposit products. + Help the client to identify their investment objectives. + Pro-actively seek information from clients and… more
- WTW (New York, NY)
- **Description** **The Role:** + Manages brokerage responsibilities for a book of new and recurring casualty exposures + Assists and may lead broking communication ... with underwriters and producers + Obtains and distributes information from client and/or producing office + Prepares/oversees creation of proposals, submissions and… more
- Boston Properties (New York, NY)
- …to assure lease provisions satisfy internal BXP policy requirements; and negotiate brokerage commission agreements with outside brokers. + Work with the BXP regional ... agreements with general contractors, architects, engineers, and other related design- service providers. + Analyze, structure, draft and negotiate agreements in… more
- AON (New York, NY)
- …up for any open items or subjectivities. + Maintains contact and relationships with day-to-day client team to effectively service client needs. + Builds and ... up for any open items or subjectivities. + Maintains contact and relationships with day-to-day client team to effectively service client needs. + Builds and… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the ... QUALIFICATIONS + 3 to 5 years industry experience in commercial insurance brokerage , placement, carrier underwriting, and carrier relationship management role; or in… more
- Broadridge Financial Solutions (Newark, NJ)
- …+ Participate in onboarding new clients onto Broadridge product suite such as Brokerage Processing Services (BPS) for equity trade settlement and Impact for Fixed ... Settlement functions + 1+ years of supervisory experience + Experience in client support (overseeing process and escalations) + Financial industry back office… more
- CBRE (Saddle Brook, NJ)
- SP - Vice President Broker Job ID 204500 Posted 07-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/ Brokerage Location(s) ... of commercial real estate properties for clients. Honorary Titles of Senior Associate , Vice President, First Vice President, Senior Vice President, Executive Vice… more