- 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
- Citigroup (New York, NY)
- …to manage relationships both internal and external; Ability to multi-task + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 ... account opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex client inquiries + Ensure… more
- Neuberger Berman (New York, NY)
- …Capacity to adjust to multiple demands and shifting priorities in a fast-paced environment + Series 7 and 66 preferred (or obtained within 6 months of start ... The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital… more
- JPMorgan Chase (New York, NY)
- …and skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required + Bachelor's degree required + Proven ... **Responsibilities:** + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details… more
- TIAA (Latham, NY)
- …Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses and Certifications** + Life and ... based. + Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. + Utilizes knowledge… more
- Bank of America (New York, NY)
- …Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all state ... team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements.… more
- Citigroup (New York, NY)
- …additional languages preferred + Must be able to obtain the following licenses: Series 7 , 63 **Education:** + Bachelor's degree/University degree or equivalent ... team to increase mindshare + Develop, implement and drive client acquisition, coverage, and growth strategy + Develop action...team strategy and deliver a high level of customer service + Develop new relationships, cement current relationships and… more
- JPMorgan Chase (New York, NY)
- …the investment management industry and a willingness to learn and develop further. + Series 7 and 63 certifications. JPMorganChase, one of the oldest financial ... clients including, investment specialists, portfolio managers, research, investment teams and client advisors. You will complete and manage client requests… more
- JPMorgan Chase (New York, NY)
- …+ Ability to comfortably interact with clients in a professional and mature manner. + Series 7 and 63 registration is a plus. JPMorganChase, one of the oldest ... **Job Summary:** You will join the Electronic Client Solutions (ECS) team, which is the ...service outages and resolve issues with minimal adverse client impact. + Contribute to defining product strategy and… more
- Equitable (New York, NY)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
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