- Northern Trust (New York, NY)
- …we serve the world's most sophisticated clients using leading technology and exceptional service . Overview: At Northern Trust, our Wealth Strategist position is ... relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role. As a senior member of… more
- C&N (Wellsboro, PA)
- Senior Wealth Advisor - Because Your Guidance Changes Lives At C&N, wealth management is more than just managing investments - it's about helping ... they make. That's where you come in. As a Senior Wealth Advisor , you're not just...highly credentialed financial professional who thrives on building meaningful client relationships, developing tailored wealth strategies, and… more
- Citigroup, Inc. (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
- EisnerAmper LLP (Philadelphia, PA)
- …Retirement, Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. ... Job Description Prosperity is a leading wealth management company dedicated to providing objective financial...meeting preparation: review all required paperwork prior to meetings. Client service , including planning updates, portfolio changes… more
- AllianceBernstein Holding LP (Denver, CO)
- …and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ... and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success...their career with us as a client service professional or in areas including Leadership, Wealth… more
- Morgan Stanley (Fort Lauderdale, FL)
- …tools and financial planning DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team ... POSITION SUMMARY: Wealth Management Associates provide exceptional service ... experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular… more
- Tata Consultancy Service Limited (Edison, NJ)
- …knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians ... knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians… more
- PricewaterhouseCoopers (Charlotte, NC)
- …Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax ... to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex… more
- Eastern Bank (Lynn, MA)
- …digital strategy. Stakeholder Engagement: Serve as a liaison between the Head of Wealth , Senior Director Operations, Management Team , and other stakeholders. ... Job Description The Director of Wealth Operations will play a pivotal role in...implement operational policies and procedures to enhance productivity and client satisfaction. Oversee day-to-day operations, ensuring efficiency and effectiveness… more
- Bank of America (New York, NY)
- …the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations ... the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support...the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service… more
- Ares Management Corporation (New York, NY)
- …Customer ("KYC") processes. This individual will be responsible for ensuring premier client service and professional relations throughout the KYC process, as ... and prioritize deadlines; results-oriented Effective communication skills and excellent client - service orientation; responsive and dependable Ability to… more
- Bridges Trust Company (Omaha, NE)
- …new business and retain existing clients. Our ideal candidate will provide excellence in client service to a complex book of fiduciary clients and will have ... team members who align with our values of trust, service , excellence, and performance. As a Senior ...as directly utilizing own community network. Deliver excellence in client experience and wealth transfer strategies to… more
- State Street Corporation (Boston, MA)
- …the collection of input from subject matter experts, operations teams, product managers, client service teams and/or our clients for the purpose of developing ... the firm to deliver distributed ledger products being brought to market. The Senior Product Manager will have excellent verbal and written communication skills and… more
- Integrity Marketing Group (Cicero, NY)
- Receptionist & Client Services Representative Senior Advisory Insurance Services Cicero, NY About Senior Advisory Insurance Services Senior Advisory ... plan to meet their healthcare needs. Job Summary The Receptionist & Client Services Representative position provides excellent customer service to our… more
- Goldman Sachs, Inc. (Albany, NY)
- …to all policies and procedures including, but not limited to, quality, client service , information security, and compliance. QUALIFICATIONS / REQUIREMENTS ... management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control,… more
- Kiewit (Columbus, OH)
- …Position Overview Kiewit Power Engineers has an immediate opening for a motivated Senior Overhead Transmission Engineer to join our growing Power Delivery team! As ... designs, performing and/or reviewing final design and deliverables, scheduling tasks to meet client needs, as well as mitigating risk to ensure smooth and safe… more
- Brown Brothers Harriman & Co. (New York, NY)
- … management experience preferred CFA, CFP, and/or MBA preferred Excellent client service skills Superior oral/written communication, analytical and thought ... client relationships with little or no oversight from senior RM or RM Team Leader. Help prepare ...a premier global financial services firm, known for premium service , specialist expertise, technology solutions and partnership approach to… more
- US Bank (Boston, MA)
- …results using business metrics, key performance indicators, design systems, service blueprints, and reusability Ability to anticipate shifting market priorities, ... Product Office is seeking an experienced product manager to serve as the senior product manager for accounting, administration and transfer agency supporting our … more
- BDO USA (St. Louis, MO)
- …and may be asked to provide written tax advice to clients. Job Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by ... with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and… more
- EisnerAmper LLP (New York, NY)
- …entities and investment vehicles Preferred/Desired Qualifications: Financial Services and Asset Wealth Management client experience within SALT Master's degree ... autonomy to reach your goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax...local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does… more
