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Baruch College (CUNY)

New York, NY, 10176, USA

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Middlesex Savings Bank

Natick, Massachusetts

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Rice University

Houston, TX, United States,

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The Hotchkiss School

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Singapore, Singapore

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Morgan McKinley

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Memorial Sloan Kettering Cancer Center

New York, New York

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Mankato, Minnesota

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Memorial Sloan-Kettering Cancer Center

New York, New York

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Jersey City, New Jersey

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Garden City, New York

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RouteOne LLC

Farmington Hills, Michigan

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Premium Elite Relationship Manager (Series 7 Required)
Job Description:   The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66 or their equivalent.Responsibilities include but are not limited to:

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