- City National Bank (New York, NY)
- …of Royal Bank of Canada, one of North America's leading diversified financial services companies. Unless otherwise indicated as fully remote, reporting ... as necessary. Assess compliance issues presented through complex new/revised product and service offerings and work closely with senior leaders of business units to… more
- Citizens (New York, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Bloomberg (New York, NY)
- 2026 Client Financial Services -...large-scale account portfolio + Previous experience in a customer service or client -facing role + Knowledge of ... solution-finders, with a real passion for providing superb customer service in a fast-paced environment. Exciting. Surprising. Purposeful. Life...employees to be their best. What's the role? Our Client Financial Services team is… more
- World Wide Technology (New York, NY)
- …to form high performance team? Come join WWT today! We are looking for a Client Services Executive to join our Global Enterprise Sales team. **Why should you ... join Global Enterprise Sales?** As a Sr. Client Services Executive you will be a...be a part of WWT sales efforts with large financial services customers. Armed with the expertise… more
- World Wide Technology (New York, NY)
- …best in class results for your customers. **What will you be doing?** The Client Executive will sell broad technical services , solutions, and products to our ... up to 25%. **Responsibilities:** + Position WWT capabilities and service offerings with client business and technology...about Global Enterprise Sales? Check out the Solutions and Services we provide on the platform: ** **https://wwt.com** The… more
- City National Bank (New York, NY)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...a BA or equivalent 8 years of experience in financial services or an MBA and 3-5… more
- Bank of America (Huntington Station, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Oyster Bay, NY)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (New York, NY)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities + Presents potential ... up to and including termination. **Responsibilities:** + Provides specialized and personalized service offering advice and guidance to financial center clients… more
- JPMorgan Chase (New York, NY)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of… more
- Truist (New York, NY)
- …Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client...Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
- Bank of America (New York, NY)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (New York, NY)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Woodbury, NY)
- …**Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Norwalk, CT)
- …**Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- City National Bank (New York, NY)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... and deliverables. The ideal candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney),… more
- Edward Jones (New York, NY)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Citigroup (New York, NY)
- …these standards Qualifications: + 5+ years of relevant experience + Experience in financial services and Client analytics + Demonstrated financial ... and will work closely with the business teams and finance partners to harmonize financial attributions to the client level to ensure alignment of firm down… more
- JPMorgan Chase (New York, NY)
- …of 4 years of professional experience in commercial real estate or financial services (Investment Management, Commercial Banking, Business Banking, or ... Real Estate, Finance, Marketing, or related field (preferred), or equivalent experience in financial services . + Experience with cold calling is a plus. +… more
- Robert Half Technology (New York, NY)
- …A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management. * ... are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep… more
