- 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
- JPMorgan Chase (Manhasset, NY)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our 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 120… 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 + Self-starter with passion for sales and ... phone conversations that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients' needs the… more
- 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. ... 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
- TD Bank (New York, NY)
- …+ Bachelor degree preferred + Internal candidates: 3+ years of experience working with TD's client platforms required + Series 7 , 63/65 or 66 registrations ... about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures +… more
- Bank of America (New York, NY)
- …need increases, while leading with a client first mindset **Desired Qualifications:** + Series 7 & 66 (63/65) preferred. If not currently held, willing to ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- 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
- 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
- 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
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