- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +… more
- JPMorgan Chase (Old Field, NY)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture ... with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a… more
- Bank of America (New York, NY)
- …* Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- Bank of America (Brooklyn, NY)
- …* Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- JPMorgan Chase (Carle Place, NY)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client ...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- JPMorgan Chase (Flushing, NY)
- …+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client … more
- TD Bank (New York, NY)
- …Documentation Team is an integral part of TD Securities . GMD is a client facing team responsible for advisory services across trading desks and clients ... - Global Markets Documentation is responsible for providing best-of-class service to clients of TD Securities and...on regulatory documentation matters + Reviews and analyzes TD Securities ' new and existing client base to… more
- Citigroup (New York, NY)
- …upholding firm reputation. + Adhere to Citi's Code of Conduct and Global Markets/ Securities Services Plan of Supervision. + Exercise sound judgment, ensure ... client businesses/exposures to provide optimal derivatives and finance solutions , coordinating with partners. + Collaborate with control functions (Legal,… more
- JPMorgan Chase (New York, NY)
- …opportunities, working closely with the product design team to offer customized client solutions . + Collaborate with functional partners across Legal, ... outs to external and internal stakeholders + Take a client -first approach which ties back to how the product...degree or equivalent. + Proven industry experience in financial services and/or enterprise fintech. + Expertise in payments cash… more
- TD Bank (New York, NY)
- …the operating model and infrastructure capabilities that support the Payments and Deposit Services of TD Securities . Our mission is 'To Deliver World Class ... Bank and broader industry, developing and maintaining strong business partnerships, clarifying client needs and delivering client -centered solutions that… more