- Wells Fargo (Yorktown Heights, NY)
- …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + Present ... recommendations for resolving inquiries and service requests regarding customers' accounts + Open and ...Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or… more
- Citigroup (New York, NY)
- …to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They ... Strengthen private banking relationships by providing efficient and timely client service and problem resolution + Ensure...client and Bank records. **Qualifications and Education:** + Series 7 & 63 or 65 or 66 licenses… more
- TD Bank (Bronx, 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
- Insight Global (New York, 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 wealth clients...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- 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
- IQVIA (New York, NY)
- … orders, for assistance with remediation needs are required by the client ; including hardware, software, networking, customer service and other computer ... orders, for assistance with remediation needs are required by the client ; including hardware, software, networking, customer service and other computer… more
- 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
- Veterans Affairs, Veterans Health Administration (Bronx, NY)
- Summary The Assistant Chief (AC) of the Sterile Processing Service (SPS) reports to the Chief of SPS of the JJPVAMC, a Complexity 1B facility. The AC is responsible ... of SPS assists with the documented outcomes at the service level. The incumbent provides leadership for critical and...- All persons currently employed in VHA in 0610 series and performing the duties as described in the… more
- Bank of America (Oyster Bay, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and rotating Saturdays **Required Qualifications** **:** + Currently holds Series 7 & 66 (63 & 65 in lieu… more
- CBRE (New York, NY)
- …Head of Client Care, the ** Client Care Director** willbe responsible for client service and capital raising support on behalf of CBRE IM's flagship US ... Director, CBRE Investment Management Job ID 230030 Posted 06-Oct-2025 Service line REI Segment Role type Full-time Areas of...enhanced return fund series , in addition to project managing the launch of… more