- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...with direct and indirect reports (eg risk, finance, decision management , marketing, operations ) + Working knowledge of… more
- JPMorgan Chase (Columbus, OH)
- …documentation, verification, and maintenance of client accounts. Serving the Private Bank, CWM , and JPMA lines of business, individuals in Account Maintenance roles ... cross-functional partners. **Job responsibilities:** + You will support full service wealth clients/advisors and self-directed client data and documentation for … more
- JPMorgan Chase (Plano, TX)
- …Analyst in Chase Wealth Management ( CWM ). In joining our Asset & Wealth Management (AWM) Operations business, you will be part of a diverse and ... and self-directed customers with client data and documentation for Chase Wealth Management . + Principal duties (Series 24) include reviewing and approving the… more