- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services . The Firm's employees ... set up and accounting conversion implementation *Identifying and implementing solutions to problems (accounting, operations, investor service ) *Leveraging firm… more
- BNY Mellon (New York, NY)
- …maintaining open communication channels *Anticipate problems and proactively develop solutions *Manage relationships with client -facing teams *Lead trainings ... Senior Vice President, Client and User Researcher At BNY, our culture...tools such as Qualtrics, Medallia, Foresee, etc. *Experience in securities or financial services industry is a… more
- TD Bank Group (New York, NY)
- …fashion. Develop relationships with all members of Operations and Prime Broker Client Services to ensure partnership and efficient operation and coordination. ... under pressure. Proactive and self-starter who is goal oriented. Who We Are TD Securities is a diversified financial services firm offering investment banking … more
- Houlihan Lokey, Inc. (New York, NY)
- …region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 ... global investment bank with expertise in mergers and acquisitions, capital solutions , financial restructuring, and financial and valuation advisory. Houlihan Lokey… more
- Citigroup, Inc. (New York, NY)
- …business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide ... in a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial… more
- Tephra (New York, NY)
- … solutions , coordinate and develop cross consulting opportunities and complete our Client 's services solutions within the account. Candidate will also ... industry domain experience to solve business issues. *Leverage best practices from other client solutions and delivery *Create business access to non IT… more
- Blackstone (New York, NY)
- …at ###@Blackstone.com. Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if ... - communicate any issues and help come up with solutions Assisting with ad hoc projects and system implementations...preferred Audit experience is preferred Experience in the financial services is preferred Strong Excel skills preferred The duties… more
- Goldman Sachs, Inc. (New York, NY)
- …focused on bespoke solutions (PB+). PB Risk and Underwriting provides services including financing, securities lending, execution and clearing, custody and ... settlement, capital introduction, consulting services to hedge funds, institutional clients, market makers, brokers....robust. Our PB+ team leads the development of new client solutions and facilitates bespoke client… more
- JPMorgan Chase & Co. (New York, NY)
- …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... all aspects of the business; strategy, controls, people and performance Manage the client agenda, establishing a cadence for account plans, review client … more
- JPMorgan Chase & Co. (New York, NY)
- …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... risk management to provide clients with holistic corporate finance and capital structure solutions Develop industry specific knowledge of the client base and… more
- JPMorgan Chase & Co. (New York, NY)
- …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... houses in terms of companies covered. Senior analysts serve three different " client " constituencies in their career: the companies in the sectors they follow;… more
- JPMorgan Chase & Co. (New York, NY)
- …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... you will play a pivotal role in developing and executing innovative commodity-linked solutions . You will support senior members of our team, working closely with our… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services . As a market leader, ... laundering and reputational risk issues associated with higher risk client types. The IM Financial Crimes Risk Team is...financial services industry, or at a financial services regulator (eg, FINRA, Securities and Exchange… more
- Innova solutions (New York, NY)
- A client of Innova Solutions is immediately hiring for a Financial Regulatory Reporting Specialist Position type: Contract Duration: 12+ Months Location: New ... Services Partner with 100+ certifications Website: https://www.innovasolutions.com/ Innova Solutions is an Equal Opportunity Employer and prohibits any kind of… more
- JPMorgan Chase & Co. (New York, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- JPMorgan Chase & Co. (East Meadow, NY)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining … more
- Morgan Stanley (Jersey City, NJ)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services . The Firm's employees ... Stanley Wealth Management (WM) Marketing department focuses on creating strategies and solutions that help foster client and segment engagement, supporting… more
- DTCC (Jersey City, NJ)
- …world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global ... that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits:… more
- Citigroup, Inc. (Jersey City, NJ)
- …and trade capture Reconciliations Trade break investigation and resolution Regulatory reporting Client solutions New market and product development Process and ... acceptance testing Trade lifecycle processing Job Family Group: Operations - Transaction Services Job Family: Securities and Derivatives Processing Time Type:… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- Job Description JPMorgan Chase & Co. is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a ... leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private… more
