- Nuveen Investments (San Francisco, CA)
- …plus + Strong understanding of BSL CLOs + Entrepreneurial mindset and strong client service and sales orientation + Excellent written communication skills, keen ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role...Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63 **Physical Requirements** +… more
- Bank of America (Palo Alto, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (San Francisco, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- JPMorgan Chase (San Francisco, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...+ Cantonese Bilingual required + A valid and active Series 7 + A valid and active Series… more
- City National Bank (Los Angeles, CA)
- *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts.… more
- JPMorgan Chase (San Diego County, CA)
- …and counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client Specialist within JP Morgan Wealth Management, you ... The Client Specialist is a sophisticated wealth expert that...with 7+ years of industry experience and holds the series 7 and 63 licenses. + Proven ability to… more
- JPMorgan Chase (San Francisco, CA)
- …their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a ... a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations +… more
- Wells Fargo (Los Angeles, CA)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
- Charles Schwab (Newport Beach, CA)
- …This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and ... quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and...or equivalent work-related experience + Active and valid FINRA Series 7, 9/10 and 63 licenses + 3+ years'… more
- JPMorgan Chase (Palo Alto, CA)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire or must… more