- Neuberger Berman (New York, NY)
- …years' experience in intermediary distribution (eg, FA engagement, home office coverage/ support , and/or hybrid or external client coverage) + Process-oriented ... As part of the newly created Client Advisory Team, the Client Advisory...business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- World Insurance Associates, LLC. (Syosset, NY)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... professional services organization offering top products and services from major providers, combined with attentive service...could be beneficial to the intern + You will support the development of positive relationships with clients and… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal...suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including… more
- KeyBank (Rochester, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations… more
- Oracle (Albany, NY)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... of Business Vice Presidents, positioning yourself as a trusted advisor . Promote innovative ideas and solutions to address clients'...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- KeyBank (Ossining, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations… more
- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- JPMorgan Chase (Brooklyn, NY)
- …Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private Client ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Foresters Financial Services (Albany, NY)
- …requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do: + Act as ... product illustrations, graphs, charts, etc. for presentation to the client by the representative. + Provide clerical support...way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include… more
- MUFG (New York, NY)
- …+ Lead the design and implementation of strategic and analytical frameworks that support GCIB growth, client segmentation, and capital allocation. + Develop and ... share, and enhance cross-sell effectiveness across CIB products. + Support the design of client coverage and...strategic direction to a GIS global analytics and business support team. + Serve as a trusted advisor… more