- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person...Degree in Finance, Accounting, Business, Science, or Math + Series 7 and 66 licenses within 6 months of… more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... initiatives to drive the growth and expansion of the firm's client base. **Responsibilities:** + Collaborate with senior relationship managers to actively… more
- HSBC (Buffalo, NY)
- …Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism ... client focus, and understanding of the fundamentals of wealth...Control to ensure a balanced risk operating environment + Series 7, 63, 65 or 66 (in lieu of… more
- Neuberger Berman (New York, NY)
- …+ Minimum of 5 years' experience in financial services, preferably with client service or operations management responsibilities. + Strong knowledge of ... Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of… more
- Neuberger Berman (New York, NY)
- …practices support both regulatory requirements and business objectives, while maintaining a focus on client service excellence. As a member of the Client ... + Ownership mentality + Strong attention to detail + Client obsessed + Series 24 preferred \#LI-JG3 \#LI-Hybrid Compensation Details The salary range… more
- Principal Financial Group (New York, NY)
- …through internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service , and Investment team members + **Product ... participating in their development and design, ensuring alignment with client needs and market trends + **Goal Achievement:** Meet...in the institutional asset management industry + Active FINRA Series 7 and 63 (or 66) + Demonstrated expertise… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- JPMorgan Chase (White Plains, NY)
- …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 JP Morgan Wealth Management, you will...integrating with key partners + A valid and active Series 7 and 66 (63/65), and Life and Health… more
- City National Bank (New York, NY)
- …all procedures have been followed and proper paperwork received, signatures, and client verifications. Verify all information has been input correctly in the system ... as they relate to both the operational aspect of client accounts and department-wide process improvement. * Oversee proxy...and communicate development needs to CN Rochdale Managers. * Series licenses 7, 24 preferred *WHAT'S IN IT FOR… more
- JPMorgan Chase (New York, NY)
- …degree required + Previous experience at an asset management firm; background in client service and/or institutional client base + Business acumen ... service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be...interpret data, etc. **Preferred qualifications, capabilities, and skills** + Series 7 and Series 63 (preferred but… more
