• BOK Financial (Tulsa, OK)
    …This position partners with a Private Banker, Trust Officer, Financial Planner or Client Advisor and is focused on delivering superior client service; ... Relationship Associate II is responsible for working directly with The Private Bank officers and high net worth clients across several delivery platforms,… more
    Bank of Oklahoma (05/06/19)
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  • Spectrum (Andover, MA)
    Client Reference Code: 239738Title: Navisite Senior Recruiter-Operations/Engineering/IT/CloudAt a glance:* Are you versed in developing recruitment strategies that ... their applications and data centers with VMware and Microsoft Azure hybrid, private and multiple public clouds. Navisite helps clients use the cloud strategically,… more
    Lensa (06/01/19)
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  • Private Client Advisor

    Commerce Bank (Kansas City, MO)
    25189 Private Client Advisor II - Kansas City Plaza (Full Time) (Open) Job Category: Grade 08 Location: 118 W. 47th Street, Kansas City, Missouri 64112 ... Job Expectations: Private Client Advisor II - Kansas City Plaza (Full Time)The purpose of this position is to be the Relationship Manager for the … more
    Commerce Bank (05/24/19)
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  • Private Client Advisor

    Bank of America (Denver, CO)
    …unit of Bank of America, NA, which is a global leader in wealth management, private banking and retail brokerage. Role Overview: * Client team lead with primary ... **Job Description:** Business Overview: US Trust, Bank of America Private Wealth Management is a leading private ...responsibility for new client acquisition, deepening client relationships and building an internal and external network… more
    Bank of America (06/07/19)
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  • Private Client Advisor

    Bank of America (Philadelphia, PA)
    …wealth management, private banking and retail brokerage. **Role Overview:** + Client team lead with primary responsibility for new client acquisition, ... **Job Description:** **Business Overview:** US Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing… more
    Bank of America (05/18/19)
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  • Private Client Advisor

    Bank of America (Nashville, TN)
    …Senior level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth (HNW) clients. PCAs ... generally will have an in depth knowledge of one or two of the following areas: investments, credit, banking, trust and wealth transfer - and a general understanding of the other areas. Using this knowledge, a PCA will help facilitate the integrated delivery… more
    Bank of America (04/17/19)
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  • Private Client Manager II

    Bank of America (Greenville, SC)
    …and timeliness of client service delivery + Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and ... **Job Description:** **Business Overview** US Trust, Bank of America Private Wealth Management is a leading private ...to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs… more
    Bank of America (05/30/19)
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  • Private Client Manager II

    Bank of America (Palo Alto, CA)
    …as periodic point of contact with clients and ensure quality and timeliness of client service delivery *Act as trusted financial advisor to, and advocate for, ... trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most… more
    Bank of America (05/31/19)
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  • FX Sales Advisor

    East West Bank (Pasadena, CA)
    …growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, high-tech and aviation help build sustainable ... East West Bank is currently seeking an FX Sales Advisor . The FX Sales Advisor will report...Adheres to bank foreign exchange policies. + Responds to client requests for exchange rates as well as currency… more
    East West Bank (06/12/19)
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  • RPS Service Specialist II

    Huntington National Bank (Cincinnati, OH)
    …regarding service activities and operational issues. Assists the Relationship Manager, Client Advisor and/or Portfolio Manager by processing and maintaining ... Services.Provides first line sales and service support for The Private Bank customers through partnering with one or more... Bank customers through partnering with one or more Client Advisors and/or Portfolio Managers and is responsible for… more
    Huntington National Bank (04/09/19)
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  • Wealth & Investment Service Spec II

    Huntington National Bank (Cincinnati, OH)
    …routine decisions in the absence of an officer. Assists the Relationship Manager, Client Advisor , and/or Portfolio Manager by processing and maintaining accurate ... DescriptionJob Description Provides first line sales and service support for The Private Bank customers through partnering with one or more Relationship Managers, … more
    Huntington National Bank (06/05/19)
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  • Retail Relationship Mgr III- Private

    BBVA Compass (Birmingham, AL)
    …to meet their financial goals, all while delivering an outstanding client experience. Learn more below. **Responsibilities** Management of consumer mass affluent ... service experience. Fill the role as a trusted financial advisor for customers taking the opportunity to fulfill all...banking deposit and loan sales. (Three years - RRM II ; Four years - RRM III). 5. SBA lending… more
    BBVA Compass (05/03/19)
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  • Wealth Management, Business Analysis & Reporting…

    JPMorgan Chase (Columbus, OH)
    …Investment Services businesses. Through a dedicated team of a banker and JP Morgan Advisor , Chase Private Client brings our affluent clients concierge ... mortgages and deposits. **Our Business** Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management in JP Morgan's Asset Wealth… more
    JPMorgan Chase (06/09/19)
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  • Assistant General Counsel

    Aon Corporation (Cleveland, OH)
    …product development and structuring of Townsend managed on shore and off shore private funds. * Prepare, review and negotiate a variety of documents and agreements, ... agreements, limited partnership agreements and confidentiality agreements. * Review private equity fund investment documents (LPAs, subscription agreements, PPMs,… more
    Aon Corporation (04/30/19)
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  • Technical Support Engineer

    General Electric (Clearwater, FL)
    …and counsel both remote and onsite to Field Engineers (FE's), Client Service Technicians (CST's), and Customers experiencing system performance issues. **Essential ... modality products, service expertise, and tools to maintain "field advisor " status. * Utilize the GEHC escalation process as...Minimum 5 years of engineering experience as an FE II and/or FE III, or the equivalent external to… more
    General Electric (06/15/19)
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  • Annuity Sales Consultant

    Raymond James Financial, Inc. (Troy, MI)
    …obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales Support staff. Assist the Internal ... market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this… more
    Raymond James Financial, Inc. (03/21/19)
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  • Audit Manager-ASC 606

    Grant Thornton LLP (Dallas, TX)
    …identify audit issues; and investigate and consult on resolution and service client base to make recommendations on business and process improvements. S/he will ... serve as a business advisor to clients; team with partners and senior managers...audit personnel; and conduct the review and evaluation of client 's business processes and identify business risks and internal… more
    Grant Thornton LLP (05/17/19)
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