19 client advisor jobs found

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

**Overview:** Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees build upon each day. Tiffany employees are passionate, kind and professionally committed. We hold ourselves and our co-workers to very high standards. We continually educate ourselves about new merchandise collections, cultures and the evolving luxury market. Our respect and love for the brand creates a workplace like no other. We expect our employees to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. For us, it is a dream to be associated with a company that is forever aligned...

**Overview:** Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees build upon each day. Tiffany employees are passionate, kind and professionally committed. We hold ourselves and our co-workers to very high standards. We continually educate ourselves about new merchandise collections, cultures and the evolving luxury market. Our respect and love for the brand creates a workplace like no other. We expect our employees to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. For us, it is a dream to be associated with a company that is forever aligned...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and...

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the...

Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Flushing, New York;Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Financial-Solutions-Advisor---Greater-Queens-NY-Market--Bilingual-Required-Mandarin-\_26010056)...

Financial Solutions Advisor Registration Candidate - Chinatown-Bayard Financial Center - Bilingual Mandarin Required New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions-Advisor-Registration-Candidate---Chinatown-Bayard-Financial-Center---Bilingual-Mandarin-Required\_26028013) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions-Advisor-Registration-Candidate---Chinatown-Bayard-Financial-Center---Bilingual-Mandarin-Required\_26028013) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

**Duties and Responsibilities** + Handle inbound and outbound calls to and from customers to address their needs while adhering to our service level goals. + Screen all incoming calls and handles accordingly. + Transfer calls to appropriate staff, unit, or department. + Assist callers requesting assistance with Medicaid Renewal application, Medicare Savings Program application, and New Medicaid Applications. + Outreach Senior Health Partners, CompleteCare, and Life Improvement Plan members according to approved scripts. + Research ePACES and/or Marx for Medicaid and Medicare eligibility, exclusion, and exemption codes. + Consult with HRA Medicaid staff as needed and report to supervisor any need for HRA consultation. + Document all client calls /outcomes in database systems. + Schedule appointments to see members/prospects out in the field to assist with Medicaid Issue or restriction code removals or demographic information changes Growth...

Relationship Banker - South Manhattan NY Area *Bilingual Mandarin required New York, New York;New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Relationship-Banker---South-Manhattan-NY-Area--Bilingual-Mandarin-required\_26015673-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Relationship-Banker---South-Manhattan-NY-Area--Bilingual-Mandarin-required\_26015673-1) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - Brooklyn NY Area - Bilingual Mandarin Required Brooklyn, New York;Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York; Brooklyn, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Relationship-Banker---Brooklyn-NY-Area---Bilingual-Mandarin-Required\_26018437) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Relationship-Banker---Brooklyn-NY-Area---Bilingual-Mandarin-Required\_26018437) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

**Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Relationship Banker - Flushing NY Area *Bilingual Mandarin required Flushing, New York;Flushing, New York; Bayside, New York; Bayside, New York; Flushing, New York; College Point, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship-Banker---Flushing-NY-Area--Bilingual-Mandarin-required\_26020268) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coach and mentor the branch team by providing training on products and services. + Works together with bankers, meet with customers, and introduce new clients to bankers for additional products and...

**Corporate Compliance Officer-Mandarin** A prestigious international bank located in Midtown Manhattan is seeking a **Corporate Compliance Officer** to join their growing team. This is a permanent, junior-level role (1–3 years of experience) perfect for a detail-oriented professional looking to deepen their expertise in regulatory compliance within an international banking environment. + **Position Type:** Permanent (No sponsorship available / Must be authorized to work in the U.S.) + **Compensation:** $70,000 - $90,000 / year + **Location:** New York, NY (Hybrid: 4 days on-site at 277 Park Ave) + **Experience Level:** Junior (1–3 years of experience) + **Language Skill:** Bilingual proficiency in Mandarin/Chinese is required for this position. **Position Overview** Reporting directly to the Head of Corporate Compliance, you will play a key support role in executing and maintaining the branch's compliance programs. This position offers...

Relationship Banker - Tysens Lane Financial Center - Mandarin Required Staten Island, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Staten-Island/Relationship-Banker---Tysens-Lane-Financial-Center---Mandarin-Required\_26023380) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Staten-Island/Relationship-Banker---Tysens-Lane-Financial-Center---Mandarin-Required\_26023380) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Staten-Island/Relationship-Banker---Tysens-Lane-Financial-Center---Mandarin-Required\_26023380) **Bank of America employees are required to meet all**...

Senior Banker - Flushing NY Area *Bilingual Mandarin Required Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Senior-Banker---Flushing-NY-Area--Bilingual-Mandarin-Required\_26025746) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Senior-Banker---Flushing-NY-Area--Bilingual-Mandarin-Required\_26025746) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Senior-Banker---Flushing-NY-Area--Bilingual-Mandarin-Required\_26025746) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying...

Relationship Banker - South Manhattan NY Area *Bilingual Mandarin required New York, New York;New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York; New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Relationship-Banker---South-Manhattan-NY-Area--Bilingual-Mandarin-required\_26026573) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Relationship-Banker---South-Manhattan-NY-Area--Bilingual-Mandarin-required\_26026573) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge...