- M&T Bank (New York, NY)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Citigroup (New York, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Citigroup (Great Neck, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned...and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- KeyBank (New York, NY)
- …client strategic plan Advisory * Develops a deep knowledge of our Family Wealth client 's entire financial and family situation. * Develops a comprehensive ... responsible for the coordination and delivery of all family wealth services and ensures the client receives...execution of the plan * Owns the execution of service strategy and overall client experience for… more
- Truist (New York, NY)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...needed + 8 or more years of sales and client management experience in Wealth Management and… more
- Citigroup (New York, NY)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi… more
- Citigroup (New York, NY)
- …decisions directly impact business outcomes. The role involves frequent internal negotiation at senior levels across Risk, Legal, Control and Service , and at ... **Job Description:** The Wealth Business Management Lead is responsible for overseeing...Own development process to track and drive resolution of client issues, breaks or defects across digital and business… more
- JPMorgan Chase (New York, NY)
- …to fostering positive change and a supportive culture. In this role, you'll collaborate with senior leaders and teams to learn about risk management. As an Asset & ... Wealth Management Risk Summer Analyst in JP Morgan, you...how our businesses work together to provide excellent customer service . + Sharpen your technical skills, and finance and… more
- JPMorgan Chase (New York, NY)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join...to a team that values strong relationships and exceptional client service will directly impact our clients'… more
- JPMorgan Chase (Riverside, CT)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service , and make your mark by delivering high-quality support and ... where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join...team that values building strong relationships and delivering exceptional client service . Your work will directly impact… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- Broadridge Financial Solutions (Newark, NJ)
- …Education/Qualifications: + BA/BS required + 5-7 years of experience leading a client service team supporting large, complex clients + Document composition ... along the way, come join the Broadridge team. The Senior Manager, Client Services is responsible for...projects. + Proven ability to forge and maintain strong client relationships through unparalleled support, exceptional service … more
- Bank of America (New York, NY)
- …Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch ... the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support...risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service… more
- Citigroup (New York, NY)
- …as account opening and closing, loan disbursals, research, among others. Provide complete service support to client , including solving complex client ... Citibank, NA seeks an Associate Banker Senior for its New York, NY location. Duties:...Stay abreast of developments within the Asset Management and Wealth Planning field, specifically serving Mexican clients. Execute all… more
- JPMorgan Chase (New York, NY)
- …ReEntry Overview page for further information regarding the Program. As a Client Service Associate supporting our Customized Managed Account Solutions business, ... conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The...projects to enhance our SMA overall efficiency in our client service business processes. Job Responsibilites +… more
- JPMorgan Chase (New York, NY)
- …end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm ... Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be...relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring… more
- HUB International (New York, NY)
- …relationships with insurance company partner contacts (such as underwriters, sales and service representatives), client contacts and HUB Sales and Account ... data to facilitate decision making (critical competency in working 'comfortably' with client /prospect representatives from ranks of Senior HR, Financial and… more
- Broadridge Financial Solutions (New York, NY)
- …come join the Broadridge team. Broadridge is hiring! Join us as a Senior Solution Architect and spearhead our Global Technology and Operations (GTO) transformative ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- Live Nation (New York, NY)
- …Manage a portfolio of clients across Beverage-Alcohol + Continuously strengthen day-to-day client relationships through exceptional client service , detailed ... of your life, we should talk. THE JOB The Senior Brand Manager leads day-to-day relationship and activities of...Experience + 4+ years direct experience in brand management, client service , media or entertainment, and/or marketing… more
- Wells Fargo (New York, NY)
- …programs (for an Agency or Corporation). + Outstanding interpersonal skills: proven client service expertise required to create, maintain, and enhance strong ... with a client -centric focus to deliver on business objectives. The Senior Content Strategy leader will also lead and implement content strategy programs that… more