• Global Corporate Banking - Financial Institutions…

    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 ... on the insurance industry, you will be responsible for managing client relationships and driving business development. This involves building strong connections… more
    JPMorgan Chase (05/10/25)
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  • Associate, Institutional - FOHFE

    BlackRock (New York, NY)
    …the unique needs of our clients including relationship management, marketing, sales, client service , and product development and management. Professionals within ... + Has, or is willing to obtain, the SIE, series 7, 63, and 3 licenses. **Competencies:** The ideal...by relationship management and revenue generation. + Dedication to client service , high responsiveness. + Analytical interest… more
    BlackRock (07/20/25)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (New York, NY)
    …development and enhancement of our Advisory Programs. You will deliver exceptional client service , provide comprehensive guidance to Advisors, and contribute to ... ensuring alignment with organizational goals. **Job Responsibilities** + Deliver exceptional client service while driving commercial growth within the JPMA… more
    JPMorgan Chase (07/28/25)
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  • Managing Director, M&A - Food & Beverage

    Fifth Third Bank, NA (New York, NY)
    …presentation materials. Be a collaborative partner and proactively seek to deepen client relationships and position the bank's full- service capabilities. + ... through boutique style execution and industry expertise, combined with the full- service capabilities and balance sheet of one of the largest commercial… more
    Fifth Third Bank, NA (07/08/25)
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  • Relationship Officer SAFE Act - C11

    Citigroup (New York, NY)
    …through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely ... related teams. **Responsibilities:** + Lead client onboarding and account opening efforts as a part...opening process + Provide the highest level of customer service and teamwork to our clients + Possess an… more
    Citigroup (07/16/25)
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  • Merrill Financial Solutions Advisor - NY…

    Bank of America (Albany, NY)
    …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu… more
    Bank of America (07/09/25)
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  • JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (New York, NY)
    …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... Job Responsibilities: + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of… more
    JPMorgan Chase (07/10/25)
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  • Insurance Business Development Associate

    Nuveen Investments (New York, NY)
    …reviewing industry publications, and contributes to overall Insurance team with sales and client service ideas, best practices and learned industry knowledge. + ... business development and relationship managers to support capital raising and client retention initiatives + Create and contribute to development of intellectual… more
    Nuveen Investments (07/12/25)
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  • Financial Professional - Retirement Benefits Group…

    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
    Equitable (05/03/25)
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  • Key Private Bank Sr Relationship Manager

    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
    KeyBank (07/18/25)
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