6 customer service coordinator jobs found

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

About the Role: Grade Level (for internal use): 14 About the Role:   The Senior Director of Enterprise FP&A and Transformation is a senior finance leadership position responsible for shaping financial strategy, strengthening business performance, and elevating how FP&A operates across the enterprise.  The role is focused on partnering with the Ratings and Energy divisions.  In parallel, the Senior Director will oversee the FP&A transformation project, leading the modernization of enterprise planning, forecasting, reporting and analytical processes through data Fabric, AI-enabled automation, advanced analytics, and next-generation planning tools, driving enterprise-wide FP&A modernization. The Team: Our Enterprise FP&A team operates as a strategic partner to executive leadership, with members based across New York, Philippines, and Malaysia working collaboratively on financial planning processes and strategic business insights. The team values...

About the Role: Grade Level (for internal use): 10 The Team: The US/Canada Index Management team within the Global Index Management & Production Group manages a wide range high-profile indices including US and Canadian equities, dividend and thematic indices. The Impact: The Index Analyst is responsible for maintaining a wide range of indices. The Index Analyst is required to ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to Index Committees on a periodic basis. What’s in it for you: An exciting opportunity to join the leading index provider. As an Index Analyst, you will work on a wide range of indices across global markets and analyze and implement complex index methodology, as well as solve non-routine problems on an on-going basis. As an Index Analyst, you will be responsible for all aspects of an assigned group of indices, make recommendations for index membership and present...

About the Role: Grade Level (for internal use): 11 The Team: The US Equity Index Product Management team oversees a diverse set of index products, including iconic benchmarks such as the S&P 500 and Dow Jones Industrial Average, in addition to Sector indices, Style indices, and Sustainability indices. As asset class experts, the Product Management team sets strategic priorities to drive revenue growth. This team is integral to the Core Equities product group at S&P DJI, providing client solutions, insights, thought leadership, and driving product strategy and financial health.   The investment industry is amid a tremendous structural shift brought about by technological changes and the shift from active to passive investing. This position sits centre to this evolution.   Responsibilities and Impact: S&P Dow Jones Indices (SPDJI) serves the financial services industry as a leader in providing indices used for investment products and portfolio...

About the Role: Grade Level (for internal use): 12 The Team:       Credit Ratings is an integral part of the Global Ratings Services team,  comprising  a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The Esoteric   ABS team   assigns credit ratings to securities   backed by non-traditional   collateral like   corporate securitizations, data   centres , triple-net lease s , transpor tation   assets ,   De-Fi, etc.   by analysing underlying asset performance, structural protections, cash-flow mechanics, and downside stress scenarios .     Analysts produce opinions that help issuers and investors compare complex instruments, bringing market-relevant perspectives on topics such as performance trends, issuance conditions, and AI’s role in...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...