- Citigroup (Hewlett, NY)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (New York, NY)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- IQVIA (New York, NY)
- …English + Ability to gain new technical skills quickly + Strong customer service skills and positive attitude + Ability to communicate complex technical concepts in ... Hepatitis B vaccine, Influenza vaccine (seasonal), and COVID-19 vaccine primary series (heavily enforced by most facilities, some require booster(s)). Please note,… more
- Charles Schwab (New York, NY)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA ...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- JPMorgan Chase (New York, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep… more
- Publicis Groupe (New York, NY)
- …and cross-media) + Minimum of 4+ years of agency experience (agency experience/ client service business required) or in a management-consulting firm + Minimum ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- Charles Schwab (Manhasset, NY)
- …Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. ... management of an affluent wealth management practice, providing exceptional service , advice, and relationship management. If you are a...you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be… more
- Atria Wealth Solutions (Corning, NY)
- …Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and passion to deliver the ... highest level of service to credit union members and clientele to help...opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review… more
- US Bank (New York, NY)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- JPMorgan Chase (New York, NY)
- …with client management, idea generation, and business initiatives to enhance client service and drive growth. + Mentor junior bankers, providing guidance ... Group (FIG) Banks group, you will be responsible for managing client relationships and driving business development. This involves building strong connections… more
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