• SVP, Senior Regional Service Manager

    Citigroup (New York, NY)
    The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter ... with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded +...and written communication skills + Required US FINRA: SIE, Series 7, Series 63 (or Series… more
    Citigroup (07/19/25)
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  • Capital Markets Managing Director I-Sales (IC)(F)

    PNC (Madison, NY)
    …for a specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures compliance with ... sales team, relationship managers, investment bankers, traders and other internal service partners to develop, market and deliver complex capital markets solutions… more
    PNC (06/11/25)
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  • Private Client Banker

    JPMorgan Chase (Mount Kisco, NY)
    …a passion for helping customers, building relationships, and delivering extraordinary customer service . You are energetic and enthusiastic as the face of Chase to ... lives of customers easier by sharing and setting up self- service options to access their accounts 24 hours a...1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if… more
    JPMorgan Chase (07/17/25)
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  • Wealth Group Executive - SVP/C14

    Citigroup (New York, NY)
    …and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and leads a diverse group ... + Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics… more
    Citigroup (07/11/25)
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  • Senior Branch Premier Banker

    Wells Fargo (Bronx, NY)
    …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
    Wells Fargo (07/11/25)
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  • Financial Solutions Advisor Registration Candidate…

    Bank of America (Rochester, NY)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63… more
    Bank of America (07/17/25)
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  • Financial Advisor

    TD Bank (Middle Village, NY)
    …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of TD Wealth...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
    TD Bank (07/24/25)
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  • Electrical Service Technician

    USIC (Buffalo, NY)
    Compensation $30.00 Hourly Job Description The Electrical Service Technician (Contact Voltage Field Inspector) is given a circuit map for a specific geographic area ... for our client in which to conduct their testing and inspection....voltage using a HD LV-5 low voltage detector. A series of field audit questions are then entered into… more
    USIC (07/21/25)
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  • CSI Investment Assistant II

    Citizens (Rochester, NY)
    …primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and ... and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II...clients, financial advisor(s), and internal departments + Complete new client onboarding and service requests for existing… more
    Citizens (07/20/25)
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  • Financial Advisor - Borough Park

    TD Bank (Brooklyn, NY)
    …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... Transitional FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
    TD Bank (07/15/25)
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