- Citigroup Inc. (New York, NY)
- …of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service . #J-18808-Ljbffr ... A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY.… more
- EPIP (New York, NY)
- …ABOUT THE POSITION ICONIQ Impact is seeking an experienced VP, Philanthropy Advisor to support ICONIQ clients with their philanthropic strategy and giving needs. ... and collaborative. With these criteria in mind, the Philanthropic Advisor will be responsible for curating open-source giving portfolios...with UHNWI and a commitment to providing "white glove" service is required, as is the ability to travel… more
- Citigroup Inc. (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities recommendations and provide… more
- Spectrum Search Group (New York, NY)
- …comprehensive capital market strategies tailored to meet client objectives. Client Relationship Management: Act as a trusted advisor , understanding clients' ... @ Spectrum Search Group | Executive Recruiting Expert About the Company Our client is looking to hire an Investment Banking- Director focused on either… more
- Kroll (New York, NY)
- …that empowers you to excel. Duff & Phelps, a Kroll business, M&A Advisory service line is a leading middle-market M&A advisor . We advise public corporations, ... * Work on a variety of transactions in all stages, from initial client pitches to transaction closings * Communicates regulatory, financial information and complex… more
- Chronograph (New York, NY)
- …Head of Legal to join our Corporate team to serve as the primary legal advisor to the company, providing guidance on a wide range of legal issues, including but ... not limited to client and vendor contracts, confidentiality, privacy, technology compliance, intellectual property, and other ad‑hoc issues across the organization.… more
- Tiffany & Co. (New York, NY)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... conversation and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity...that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and… more
- James Perse Los Angeles (New York, NY)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...James Perse. + Set the example for exceptional customer service , client experience and store standards. +… more
- JPMorgan Chase (New York, NY)
- …and engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly ... are early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team… more
- JPMorgan Chase (Piscataway, 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 ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- James Perse Los Angeles (Short Hills, NJ)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S SHORT HILLS SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... communication consistent with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain the selling floor,… more
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... Tiffany brand in each client interaction using the Tiffany touch; your own flair...pillars. + Convert clients through curiosity and discovery daily ** Service :** + Elevate in store experience by consistently delivering… more
- JPMorgan Chase (New York, NY)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- AON (New York, NY)
- …our colleagues and clients succeed. What the day will look like The Broker Advisor is responsible for assessing client needs, designing solutions and negotiating ... insurance carriers to obtain coverage that is in a client 's best interests + Senior advisor to...and servicing complex accounts + Provide outstanding and timely service and support to clients, relationship managers and originator… more
- Bank of America (New York, NY)
- …on investment and related planning strategies + Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- JPMorgan Chase (New York, NY)
- …with our consumer partners to deliver a full suite of solutions for every client . The Practice Management and Advisor Development team is responsible for ... This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment… more
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required) Pennington, New Jersey **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/National-Financial-Solutions- Advisor -I--Pennington--NJ Series-7-Required-\_25045105-1) **Job Description:** At Bank of America, we're… more
- Bank of America (New York, NY)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, ... Credit Solutions Advisor - One Penn Plaza Financial Center New...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Bank of America (New York, NY)
- …UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of ... Brokerage Services Financial Advisor New York, New York **To proceed with...toward goals. + Delivery of an appropriate level of service over the lifetime of the client … more
