- 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
- Bank of America (Pennington, NJ)
- …-Solutions-Advisor Participant- Services \_25030252) **Job Description:** **Merrill Participant Services Financial Solutions Advisors (FSA)** engage ... to learn more about markets, and investments, the **Participant Services Financial Solutions Advisor** is the ideal...client requests and makes referrals to appropriate internal service providers based on client needs and… 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 (Edison, NJ)
- …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
- Bank of America (Freehold, NJ)
- …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
- PNC (Bridgewater, NJ)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… 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
- Educational Testing Service (Princeton, NJ)
- …negotiations and manage change requests with clarity and fairness. + Minimize financial risk while maintaining client trust. **Business Development** + Share ... insights with internal teams to shape future products and services . + Identify opportunities for growth and innovation based...+ Identify opportunities for growth and innovation based on client needs. ** Financial Strategy** + Contribute to… more
- Bank of America (New York, NY)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account ... 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 (Pennington, NJ)
- …- from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions ... National Financial Solutions Advisor - Development Program (Pennington, NJ)...+ Building a portfolio of clients by providing exceptional client care with industry leading products, services ,… 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