- HSBC (New York, NY)
- …individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing ... new AUM and Gross Revenue. Here's what you can expect: Combine client relationship management with strong risk assessment and management capabilities ensuring the… more
- TD Bank (New York, NY)
- …for retaining and growing assigned client relationship and is accountable for exceeding client 's expectations for service . The ARM is at the center of the ... Effectively implements a process with CSAs to ensure every client receives Legendary service + Effectively executes...client satisfaction and retention) required + Securities Licensed: Series 7, 63 + 65 or 66 + Understanding… more
- JPMorgan Chase (New York, NY)
- …Our team functions as key support for all investment product and service for our advisors. **Job Responsibilities** + Focus on delivering exceptional advisor ... service and driving commercial growth within the JPMA Advisory...shared by advisor and their clients. Assist advisors with client proposals. + Present on national and regional call… 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
- 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
- Wells Fargo (New York, NY)
- …branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills ... you will:** + Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center… more
- NBT Bank (Williamsville, NY)
- …referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: ... significant compliance issues + Has developed a process for client segmentation + Demonstrated team player and high quality... segmentation + Demonstrated team player and high quality service provider + Advanced knowledge of all broker dealer… more
- Insight Global (East Greenbush, NY)
- Job Description Insight Globals client in Albany, NY is seeking a Data Analyst to support the deployment and release of analytics software, specifically focused on ... role is ideal for someone with a strong background in automation and time- series data, particularly with experience in PI Historian systems. The analyst will play… more
- HSBC (New York, NY)
- …clients + Provide frequent investment updates and market commentary to client facing staff + Support post-investment activities including hosting regular update ... following qualifications to succeed in this role: Demonstrated experience in sales or marketing business. + Series 7, Series 63 & 65 or Series 66 + High… more
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