- HSBC (Miami, FL)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and conduct… more
- Truist (Coral Gables, FL)
- …the nature of the business entity and historical patterns. Communicate with Relationship Managers, branch associates and others as needed to gather additional client ... subject matter experts for Unusual Financial Observation filings. Liaise with AML Officer as necessary. + Conduct regular reporting on fraud escalations. + Maintain… more
- Citigroup (Miami, FL)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... A Service Officer provides service support to the Citi Private...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… more
- Wounded Warrior Project (Miami, FL)
- …communications within Salesforce CRM to ensure prioritizing individual passions through relationship based fundraising strategies. + Represent WWP and speak to ... including proposals, stewardship reports, and general program updates. + Utilize wealth screening information, other research, and networks of existing donors to… more