• Wealth Management Client

    Bank of America (Williamsville, NY)
    Wealth Management Client Associate Williamsville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
    Bank of America (09/12/24)
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  • Shared Services RFI/Refresh Associate

    M&T Bank (Amherst, NY)
    …(Know Your Customer) and due diligence activities completed in support of Wealth and Institutional Services Division (WISD). Responsibilities are targeted for either ... report all risk and compliance issues, breaches and suspicious activities to management . + Support and recommend implementation of process improvements within the… more
    M&T Bank (10/23/24)
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