- Raymond James Financial, Inc. (Trenton, NJ)
- …direct prospect contact, appointment scheduling, follow-up communications, financial advisor and client service related activities, and reactive and proactive ... service , and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate...as approved by Human Resources. **Licenses/Certifications** * Required: FINRA Series 7, Series 66 or 63/65, SIE… more
- Raymond James Financial, Inc. (Cedar Knolls, NJ)
- …why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Essential Duties ... levels. + Work independently. + Provide a high level of customer service . **Registrations:** + Series 7 **Education/Previous Experience** + High School… more
- PNC (Cherry Hill, NJ)
- …strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through ... Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and… more
- Bank of America (Pennington, NJ)
- …and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and ... and **Merrill** offering model and collaborate with business partners to provide service /education to active and separated Merrill 401k and Equity Plan Participants.… more
- PNC (Ocean City, NJ)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- Bank of America (Jersey City, NJ)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (Red Bank, NJ)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu… more
- Raymond James Financial, Inc. (Mount Laurel, NJ)
- …operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** ... overall efficiency and profitability while maintaining a commitment to excellent service . + Responsible for compliance oversight and ensuring adherence to firm… more
- Equitable (Woodbridge, NJ)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7, Series 66 + **Personal Attributes**… more
- Equitable (Woodbridge, NJ)
- …becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through ... personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to… more