- Bank of America (New York, NY)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE...of direct client services experience required * FINRA Series 7 and 63 or 66 licenses * ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- JPMorgan Chase (New York, NY)
- …degree required + Previous experience at an asset management firm; background in client service and/or institutional client base + Business acumen ... service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be...interpret data, etc. **Preferred qualifications, capabilities, and skills** + Series 7 and Series 63… more
- Charles Schwab (Amherst, NY)
- …licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If ... **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous...employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + Must have SIE, Series 7 and Series 66 + 1-2 years of client service or support in the financial services industry preferred + ... and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized Business… more
- JPMorgan Chase (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel,...and self-motivated as demonstrated by level of competitiveness + Series 7 , Series 63 JPMorganChase,… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you...across entire organization and with our partner firms + Series 7 and Series 63… more
- JPMorgan Chase (New York, NY)
- …+ Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 required + Self-starter with passion for ... phone conversations that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients' needs the… more
- JPMorgan Chase (New York, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60… more
- JPMorgan Chase (New York, NY)
- …Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service . **Job Responsibilities:** + Lead, coach, and inspire ... market solutions. The Head of Private Wealth Alternatives (PWA), Client will oversee the PWA client teams,...degree required; MBA, CFA, CIMA a plus. + FINRA Series 7 , 63. JPMorganChase, one of the… more
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