- Veterans Affairs, Veterans Health Administration (Bath, NY)
- …management of the Wound Care and Pressure Injury Prevention Program within Nursing Service . "The 2-page Resume requirement does not apply to this occupational ... series . For more information, refer to Required Documents below."...injury prevention and management indicators at the unit and service level, along with the Nursing PI Coordinators. Role… more
- JPMorgan Chase (New York, NY)
- …working understanding of all bank products, including global coordination of client treasury service and liquidity needs **Required Qualifications, Capabilities ... **Job Description:** We seek an Associate who is client -focused, intellectually curious, and eager to contribute to...or obtain within three months of hire the FINRA Series 79, Series 63 and Securities Industry… more
- Bank of America (New York, NY)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
- Equitable (Melville, NY)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7, Series 66 + **Personal Attributes**… more
- City National Bank (New York, NY)
- …and areas of improvement to Director of Operations/Trading. * Participate in various Client Service meetings, as a representative of the Trading Team. * ... corporate actions, margin alerts, and low cash balances in client portfolios. * Address margin calls and cash shortfalls...of experience leading other individual(s) on a team * Series 7 and 55 or 57 *Additional Qualifications* *… more
- Charles Schwab (Brooklyn, NY)
- …active investing, managed banking, and lending needs. To learn more about our client offerings visit:Charles Schwab - Investor Services. **What you have** We place a ... premium on high performance, quality service and the ability to execute the Schwab strategy....or equivalent work-related experience + A valid and active Series 7 license required + A valid and active… more
- KeyBank (Tarrytown, NY)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred)… more
- Citigroup (New York, NY)
- …such as account opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex client inquiries ... + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...and external; Ability to multi-task + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required… 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
- JPMorgan Chase (New York, NY)
- …**Responsibilities:** + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details ... milestones are appropriately recognized. + Create and implement a proactive service model, ensure central engagement through proper communications, documentation and… more