Full-Time Client Relationship Specialist jobs in New York

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CLIENT RELATIONSHIP SPECIALIST - NEW YORK, NY (UPPER EAST SIDE)

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

CompanyCharles Schwab
AddressNew York, NY
CategoryRetail
Job typeFull-time, Part-time
Date Posted 2 months ago See detail

Client Relationship Specialist - New York, NY (Upper East Side)

Charles Schwab

New York, NY

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

Private Client Relationship Manager (Brooklyn) - Now Hiring

Citizens

Brooklyn, NY

Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition. Perform regular, proactive outreach to manage, deepen and...