- Bank of America (New York, NY)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Charles Schwab (Amherst, NY)
- …for you. **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience in ... quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to...have the opportunity to bring your passion for customer service to a role and a firm that will… more
- JPMorgan Chase (Lake Grove, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you...across entire organization and with our partner firms + Series 7 and Series 63 **Preferred Qualifications,… more
- JPMorgan Chase (New York, NY)
- …proactive phone conversations that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will...service experience and/or related sales leadership experience + Series 7 and Series 63 required +… more
- Wells Fargo (New York, NY)
- …and prepare 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
- TD Bank (New York, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... degree preferred + Internal candidates: 3+ years of experience working with TD's client platforms required + Series 7, 63/65 or 66 registrations required.… more