- JPMorgan Chase (New York, NY)
- …will involve close collaboration with Financial Advisors, acting as the primary liaison for advisors and their affluent clients. Utilizing your in-depth knowledge of ... investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on… more
- Sunmark Credit Union (Glenville, NY)
- … liaison , supporting member convenience with all credit union technology available. Supports member transactions through use of Interactive Teller Machines. ... and cash management of the financial center. Serves members by providing product and advisory information. Researches and solves member questions, problems, and… more