- JPMorgan Chase (New York, NY)
- JP Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan ... capabilities through a dedicated Relationship Manager. JP Morgan Private Client is growing amid the launch of its new...client management success + At least 5 years financial services experience with direct sales training and coaching… more
- Bloomberg (New York, NY)
- …for Northeast, Midwest and Eastern Canada. The candidate will look after BNEF's growing client base across financial institutions in the Northeast US. You will ... New Business Development Specialist , BloombergNEF - Bloomberg Financial Solutions Location New York Business Area Sales... Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The… more
- Santander US (Staten Island, NY)
- …recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a ... Financial Advisor - Centralized, Staten Island, NY Country:...centralized market with the expectation of leading client interaction virtually first, however, also has the ability… more
- Raymond James Financial, Inc. (Somers, NY)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- BlackRock (New York, NY)
- …and operational consistency. **Qualifications and Skills** + **Experience:** 3+ years in client servicing, onboarding, or related financial services roles. + ... The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated servicing… more
- JPMorgan Chase (New York, NY)
- …by getting invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist ... individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our...markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives… more
- Neuberger Berman (New York, NY)
- …meetings and account reviews across business lines + Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, ... 7, and Series 66 required + 2-4 years of client service or support experience in the financial... client service or support experience in the financial services industry preferred + Proficiency in Microsoft Office… more
- Neuberger Berman (New York, NY)
- …Administration, or a related field + 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, ... Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets… more
- ManpowerGroup (New York, NY)
- Our client , a prestigious financial services firm, is seeking a Financial Services Internal Auditor to join their team. As a Financial Services Internal ... mindset which will align successfully in the organization. **Job Title:** Financial Services Internal Auditor **Location: New York, New York (Remote)** **Pay… more
- JPMorgan Chase (New York, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client... financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships,… more