• Capital Markets Director- Str/Org (IC)(F)

    PNC (New York, 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. ... capital markets product, strategy or industry. Manages and develops client relationships. Provides superior client experience. +...Derivatives - SIE, Series 7 and 63 within 120 days… more
    PNC (10/29/25)
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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 (09/25/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person...Degree in Finance, Accounting, Business, Science, or Math + Series 7 and 66 licenses within 6… more
    Neuberger Berman (09/09/25)
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  • Senior Registered Client Associate

    Wells Fargo (New York, NY)
    …and clients to solve service and operational issues + Process processing client service requests + Provide assistance to financial advisors by furnishing ... US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (11/04/25)
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  • Private Client Banker

    JPMorgan Chase (Commack, 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 (11/03/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (New York, NY)
    …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire… more
    JPMorgan Chase (10/31/25)
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  • Director, Client Coverage Group

    Janus Henderson Investors (New York, NY)
    …mutual fund/financial services industry required + Bachelor's Degree or equivalent required + Series 7 , and 63 licenses required + Strong interpersonal skills ... superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core… more
    Janus Henderson Investors (09/05/25)
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  • Analyst - Institutional Client Services,…

    TD Bank (New York, NY)
    …reconcile trades and resolve breaks. + Work on projects as directed by Sales and Client Service teams to further develop and support growth of business. + Manage ... to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate...degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 and 63 + 0-3 years… more
    TD Bank (10/25/25)
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  • Wealth Group Executive

    Citigroup (New York, NY)
    …and written communication skills Customer service orientation. + Required: US FINRA Registration: SIE; Series 7 ; Series 63 + Series 65 (or Series ... all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and...Series 9 + Series 10 (or Series 24, Series 4, and Series… more
    Citigroup (10/09/25)
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  • Bilingual Customer Service Sr Analyst

    Citigroup (New York, NY)
    …and correct errors related to client and Bank records. **Qualifications and Education:** + Series 7 & 63 or 65 or 66 licenses for US based employees or ... America businesses. Their focus is to ensure that effective client service is provided to our ultra...+ BA/BS Degree or equivalent work experience + Relevant 5- 7 years of experience in the financial services industry… more
    Citigroup (10/04/25)
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