Ci
Posted:
June 15, 2026
Location:
New York, NY, United States
Job Description
*CLIENT OFFICER SENIOR*
*6th Avenue Branch*
WHAT IS THE OPPORTUNITY?
Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.• This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with.
WHAT WILL YOU DO?
* Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as d...
*6th Avenue Branch*
WHAT IS THE OPPORTUNITY?
Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.• This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with.
WHAT WILL YOU DO?
* Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as d...
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Job Type:
Full-time
Location:
New York, United States
Posted:
June 15, 2026
Deadline:
June 20, 2026