- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: On-site Administrative Officer - Wealth Management and Private Banking AtPopular,we offer a ... join our community! National Mortgage US - Operations The Administrative Officer is responsible for third-party service... administrative support to our managers in the Wealth Management & Private Banking Division. The… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer (WRO) works closely with the Wealth Relationship ... support and reduce the time spent on process and administrative tasks by the WRM to increase their capacity...efficiency ratio. Here's what you can expect: As the Wealth Relationship Officer you will provide a… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers,...training + Cross Selling and Retention skills JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... investment advice and/or administrative functions for private investment funds and provides discretionary...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- Morgan Stanley (Morristown, NJ)
- …the Senior Complex Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. * Assists in the review and ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Risk Officer * **Location:**… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... immigration or income restrictions. OFE is seeking a Program Officer to join OFE's Financial Counseling and Coaching team,...New Yorkers and communities with low incomes in building wealth and improving their financial health by helping New… more
- Citigroup (New York, NY)
- …the COO for Wealth , and matrix into the Investment Solutions and Chief Investment Officer (CIO) for Wealth . It will form part of the COO and Investment ... ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across… more
- Morgan Stanley (Purchase, NY)
- …Risk - Office of the Chief Operating Officer (COO)* The Morgan Stanley Wealth Management (MSWM) Operational and Product Risk COO Team operates as a trusted ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more
- Morgan Stanley (Purchase, NY)
- Morgan Stanley's Wealth Management Investment Solutions organization is seeking an Executive Assistant with a strong interest in financial services to support ... several Managing Directors with a variety of administrative , organizational, and logistical tasks. The Executive Assistant will...is required * Familiarity with Morgan Stanley and the financial/ wealth management industry is a plus *… more
- Morgan Stanley (Short Hills, NJ)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Service Manager* **Location:** *New ... Service Officer (CBSO) and is responsible for the supervision, management of Service Associates & Receptionists, and execution of all operational service… more
- Morgan Stanley (New York, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate* **Location:** ... or education programs), special projects and/or other duties directed by local management * ADMINISTRATIVE SUPPORT:* * Answering inbound phone calls or making… more
- Morgan Stanley (Paramus, NJ)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate* ... targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices,… more