- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. We are seeking a Manager , Client Services to join our dynamic team of client advocates. In this essential ... as a mentor, escalation point, and role model for Relationship Administrators, directly managing and developing a team. Required...believe that associates do their best when they feel safe , understood, and valued, and we work diligently and… more
- Bank of America (New York, NY)
- …Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, ... the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the… more
- Bank of America (Melville, NY)
- …Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, ... the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the… more
- Bank of America (New York, NY)
- …investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). ... Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new...and new product development, and utilize network of asset manager connections to find new offerings. + Responsible for… more
- Comerica (New York, NY)
- …a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Bank of America (New York, NY)
- …and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work effectively ... Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral… more
- Bank of America (New York, NY)
- …and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and ... ongoing risk management of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) * Ability to think strategically… more
- Comerica (New York, NY)
- …Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for special needs trusts, ... training. Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of accounts. Team Member Responsibilities Assists with… more
- Arrow Financial Corporation (Troy, NY)
- …have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > ... local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and...appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. > Able to travel, using… more
- Berkshire Bank (Delmar, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient… more