- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Nuveen Investments (Hackensack, NJ)
- … Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate ... ** Wealth Client Relationship Manager** Wealth...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more
- Equitable (Morristown, NJ)
- Wealth Management Associate - NJ, Morristown (3626) ( PIN\_42278 ) **Primary Location** : UNITED STATES-NJ-Morristown **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more
- PNC (West New York, NJ)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in our West...business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client … more
- JPMorgan Chase (Morristown, NJ)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...will establish, maintain, and build relationships while delivering exceptional client service . In this role you will… more
- JPMorgan Chase (Jersey City, NJ)
- …work alongside talented professionals who are passionate about delivering first-class client experiences. Your expertise will contribute to our commitment to risk ... role in managing and processing corporate action events that affect both client and firm securities holdings. You will collaborate with internal teams, custodians,… more