- TIAA (Latham, NY)
- …based. + Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. + Utilizes knowledge ... + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63 **Licenses and Certifications** + Life and Health… more
- Bank of America (New York, NY)
- …Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration ... Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process… more
- JPMorgan Chase (New York, NY)
- …clients including, investment specialists, portfolio managers, research, investment teams and client advisors. You will complete and manage client requests ... RFPs, and questionnaires and work closely with investment specialists to service our existing clients, develop marketing strategy, marketing collateral, fund… more
- JPMorgan Chase (New York, NY)
- …product service outages and resolve issues with minimal adverse client impact. + Contribute to defining product strategy and guiding platform investment ... **Job Summary:** You will join the Electronic Client Solutions (ECS) team, which is the ...with clients in a professional and mature manner. + Series 7 and 63 registration is a plus. JPMorganChase,… more
- Equitable (New York, NY)
- …becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through ... personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to… more
- Google (New York, NY)
- …consultants and analysts in these roles are all dedicated to top-notch client service . Whether negotiating with Fortune 500 companies, solving technical ... a 1:1 mentor and hearing from company leadership through a unique speaker series . Interns will be considered for potential full-time opportunities in their host… more
- JPMorgan Chase (New York, NY)
- …to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a team that values ... your own expertise. In this nine-week internship program, you will focus on client engagement and new business generation. The program begins with a five-day… more
- Truist (New York, NY)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Charles Schwab (Garden City, NY)
- …You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards ... you have** **Required Qualifications:** + A valid and active Series 7 license is required (license may be obtained...brokerage/banking products and services + Openness to build strong client relationships **In addition to the salary range, this… more
- JPMorgan Chase (New York, NY)
- …locally. You will establish, maintain, and build relationships while delivering exceptional client service . As a Market Executive within JP Morgan Advisors, ... role will involve establishing, maintaining, and building relationships while delivering exceptional client service . You will have the opportunity to attract and… more