- Bank of America (Syracuse, NY)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Nuveen Investments (New York, NY)
- …client accounts and over $70 billion of assets. The VP, Separately Managed Account Investment Operations Lead, will help support and grow Nuveen's Separately ... knowledge of the Managed Accounts (platforms, clients, advisors) business, including client service, product and/or operational experience ( account servicing)… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...Latin America. + The objective of JCB is to support the business of Japanese corporate clients while closely… more
- Berkshire Bank (West Winfield, NY)
- …mail. Provides backup to Financial Center Manager , Assistant Banking Center Manager , or client service line as needed and facilitates and participates ... Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual… more
- East House Corporation (Rochester, NY)
- … client on the caseload to develop individualized Service Plans based on client -identified goals. o Support clients in pursuing Service Plan goals through ... manage an assigned caseload while maintaining accessibility to each client . o Provide education and support to...the unit during on-duty shifts. o Coordinate with Program Manager and Financial Case Manager to assist… more
- Bank of America (Huntington Station, NY)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Raymond James Financial, Inc. (New York, NY)
- …strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the ... leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Take responsibility for… more
- Bank of America (New York, NY)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- JPMorgan Chase (New York, NY)
- …an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset ... classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real… more
- Bank of America (New York, NY)
- …job is responsible for distributing debt or equity products to an assigned account base. Key responsibilities include determining which products best meet client ... may include studying market relationships and current market conditions to increase account /market penetration. This job is within the Business Consulting team in… more