• Client Officer Senior

    City National Bank (Melville, NY)
    * CLIENT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and ... administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development… more
    City National Bank (01/08/25)
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  • Senior Wealth Advisor - Huntington Village

    Citigroup (Huntington, NY)
    …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a… more
    Citigroup (01/25/25)
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  • Senior Trust Administrator

    M&T Bank (Norwalk, CT)
    …grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer 's discretion. Escalates risk issues identified in work assignments. Takes ... ownership coordinating members of the client service team to address administration matters and completes...and completes necessary tasks to provide effective and superior client service. Follows best practices and adheres to controls… more
    M&T Bank (12/19/24)
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