- JPMorgan Chase (New York, NY)
- JP Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan ... key drivers of client management success + At least 5 years financial services experience with direct sales training and coaching experience as well as a… more
- Santander US (Staten Island, NY)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be...personnel for the sale of other bank products and services such as deposit accounts and loans. + Attends… more
- BlackRock (New York, NY)
- …+ **Experience:** 3+ years in client servicing, onboarding, or related financial services roles. + **Technical Skills:** Proficiency in visualization tools ... (eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating key… more
- JPMorgan Chase (New York, NY)
- …proactive phone conversations that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team,...skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency ... reviews across business lines + Create, monitor, and update financial and client data reports; compile and...Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and… more
- ManpowerGroup (New York, NY)
- Our client , a prestigious financial services firm, is seeking a Financial Services Internal Auditor to join their team. As a Financial ... detail-oriented mindset which will align successfully in the organization. **Job Title:** Financial Services Internal Auditor **Location: New York, New York… more
- ManpowerGroup (New York, NY)
- Our client , a prestigious financial services firm, is seeking an Internal Auditor to join their team. As a Swap Dealer Auditor, you will be part of the audit ... are a plus. + Proven experience in auditing, preferably in the financial services industry with a focus on swap transactions. + Strong knowledge of… more
- Guidehouse (New York, NY)
- …business for the firm + Proven ability to develop senior-level relationships across the Financial Services client ecosystem + A high level of intelligence, ... of Guidehouse's unique assets in Commercial Financial Services to drive unmatched value to client ...growth + Ability to oversee large, complex, multi-work stream, client service delivery teams ($5M+) and/or manage… more
- ManpowerGroup (New York, NY)
- Our client , a prestigious financial services firm, is seeking an Internal Auditor to join their team. As an Internal Auditor, you will be part of the audit ... **What's in it for me?** + Opportunity to work with a prestigious financial services firm. + Engagement in meaningful work that impacts compliance and risk… more
- JPMorgan Chase (New York, NY)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more