- Tiffany & Co. (Short Hills, NJ)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- Tiffany & Co. (Parsippany, NJ)
- …Based in our Client Contact Center in Parsippany, NJ, the Seasonal Client Advisor holds the critical position of supporting Tiffany clients who choose ... to contact the team for support and advice. The Seasonal Client Advisor is responsible for delivering luxury best-in-class client experiences and sales… more
- Bank of America (New York, NY)
- Private Client Advisor II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Scotch Plains, NJ)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Staten Island, NY)
- …256th Street - Kent, Washington 98030-6414 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- James Perse Los Angeles (Short Hills, NJ)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S SHORT HILLS SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...all store and company procedures while maintaining operational and client experience excellence. + All other duties as assigned.… more
- Tiffany & Co. (New York, NY)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- JPMorgan Chase (New York, NY)
- …Companies, Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting ... and address their complex challenges and needs. This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry,… more
- Citizens (Morristown, NJ)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Truist (Paramus, NJ)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Purpose of the ... Role:** The Registered Client Service Advisor is accountable for managing and nurturing existing client relationships. The primary focus is to provide… more
- Bank of America (Short Hills, NJ)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Bank of America (New York, NY)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- JPMorgan Chase (New York, NY)
- …helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating ... Strategy: Design and implement a robust assessment strategy to evaluate advisor development and performance, ensuring alignment with client -focused goals.… more
- Neuberger Berman (New York, NY)
- …responsibility of the Client Associate (CA) is to partner with the Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment ... through RIAs within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income,… more
- Santander US (Staten Island, NY)
- …recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a ... Financial Advisor - Centralized, Staten Island, NY Country: United...centralized market with the expectation of leading client interaction virtually first, however, also has the ability… more
- JPMorgan Chase (New York, NY)
- …service to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and ... Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior...a senior leader responsible for overseeing and enhancing the client service experience for registered broker dealers and intermediaries… more
- Bank of America (Florham Park, NJ)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Florham Park, New Jersey **Job Description:**...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (New York, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate NEW YORK, New York **Job Description:**...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more