- 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
- 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)
- …with office software applications for efficient data management and reporting. + Must hold FINRA Series 7 and one or more of the following licenses: FINRA ... Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a Supervisory Manager, you will be… more
- Veterans Affairs, Veterans Health Administration (Buffalo, NY)
- …recent SF-50 (Notice of Personnel Action). The SF-50 must identify the position title, series , grade, step, tenure and type of service (Competitive or Excepted). ... the unit/program level quality improvement process and initiatives as well as customer service programs. Duties include but are not limited to: Diagnose and treat a… more
- JPMorgan Chase (New York, NY)
- …and Treasury Sales Specialist will partner with Private Bankers, Investors, Advisors and Client Service teams (Integrated Team Members - ITMs) to provide sales ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...sales goals; proven top contributor + Undergraduate Degree + Series 7 and 63 preferred, but will… more
- JPMorgan Chase (New York, NY)
- …Management, Risk Management and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions and work with ... risk metrics across the team. **Required Qualifications, Capabilities, and Skills** + Series 7 , 66 and Insurance licenses required for position; unlicensed… 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
- Charles Schwab (New York, NY)
- …Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required (license may be obtained under a ... FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking...Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required (license(s) may be obtained… more
- Veterans Affairs, Veterans Health Administration (Buffalo, NY)
- …groups, and populations. Responsible for the documented outcomes at the program or service level. Program or service level outcomes must be broad and ... State or territory Work Schedule: Full-Time, Variable Day Tour ( 7 :00 am - 3:30 pm and 7 :30...be tested will be denied employment with VA. Selective Service Registration is required for males born after 12/31/1959.… more
- TD Bank (New York, NY)
- …point of contact. The Fixed Operations team strives to create efficiency, improve client service levels and reduce operational risk. If you are industrious, ... groups globally to mitigate risk and deliver world class service to our global client base. They...Excel, Word, and PowerPoint a plus + SIE and/or Series 7 , 63 a plus. **Inclusiveness** At… more