• JP Morgan Wealth Management - Private…

    JPMorgan Chase (Fresh Meadows, NY)
    …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (07/28/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …role offers an opportunity to significantly contribute to the team's success and client satisfaction. **Responsibilities:** + ** Client Service ** : Provide ... in professional organizations. **Qualifications:** + 2+ years of proven client service /support or related experience in the...the financial services industry. + An undergraduate degree and Series 7 and 66 licenses (required within… more
    Neuberger Berman (07/18/25)
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  • JPMorgan Private Client Relationship…

    JPMorgan Chase (New York, NY)
    …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a… more
    JPMorgan Chase (06/26/25)
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  • Capital Markets Managing Director I-Sales (IC)(F)

    PNC (Madison, NY)
    …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures...Derivatives - SIE, Series 7 and 63 within 120 days… more
    PNC (06/11/25)
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  • Citi Wealth - Head of Lending Solutions - Citi…

    Citigroup (New York, NY)
    …+ Bachelor's degree / University degree required (or equivalent experience) + Licenses: Series 7 , 66 (or 63/65) preferred **Job Family Group:** Private ... support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth. Lending is a key… more
    Citigroup (05/14/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (New York, NY)
    …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire… more
    JPMorgan Chase (06/18/25)
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  • Private Client Banker - Delancey St.

    JPMorgan Chase (New York, NY)
    …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
    JPMorgan Chase (07/25/25)
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  • Associate, Banks, Institutional Client…

    HSBC (New York, NY)
    …skills, proficiency in Microsoft Office applications, willingness to accelerate learning + FINRA Series 7 , 63, and 79 licenses are required. A contingency period ... our communities and the planet we all share. Our Associate, Banks, Institutional Client Group will be a member of the Correspondent Banking Coverage team and… more
    HSBC (07/25/25)
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  • SVP, Senior Regional Service Manager

    Citigroup (New York, NY)
    The Senior Client Service Manager accomplishes results through...and written communication skills + Required US FINRA: SIE, Series 7 , Series 63 (or ... with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded +... Series 66), and Series 24 ( Series 9/10 accepted) **Education:** + Bachelor's/University degree, Master's degree… more
    Citigroup (07/19/25)
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  • Private Client Banker

    JPMorgan Chase (Mount Kisco, NY)
    …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... for helping customers, building relationships, and delivering extraordinary customer service . You are energetic and enthusiastic as the face...options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an… more
    JPMorgan Chase (07/17/25)
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