- Citigroup, Inc. (Huntington, 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
- 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
- AllianceBernstein Holding LP (Minneapolis, MN)
- …distinctive, distinguished platformoffering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client ... wealth . As part of clients' inner circle, the Wealth Advisor intimately understands each client 's values,...by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and … more
- BlackRock, Inc. (New York, NY)
- About this role BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech Business Unit Overview: Aladdin Wealth is an investment management platform that ... enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected... Enterprise sales in the US. Work closely with senior sales management team to generate prospect client… more
- Bank of America (Englewood, CO)
- …Coordinates team assignments, projects, and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill ... Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the… more
- Infosys Limited Digital (Bridgewater, NJ)
- …at a Senior Consultant Level. Here are some engagements our Wealth Management consultants are working on : Conducting strategic assessments to define future ... state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach. Digitalization of… more
- Blue Owl (New York, NY)
- …and position the full Blue Owl platform for applicable clients. Provide superior client service and responds to technical, product and competitive positioning ... ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of...client engagement. Actively position Regional Market Leader and/or senior resources in market for client meetings… more
- JPMorgan Chase & Co. (Houston, TX)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial… more
- JPMorgan Chase & Co. (Riverhead, NY)
- …end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm ... Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be...relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring… more
- Brown Brothers Harriman & Co. (Charlotte, NC)
- …next, this is the right place to build a fulfilling career. Join us as a Senior Client Associate Brown Brothers Harriman is currently recruiting a Senior ... join our multi-family office (MFO) team in Charlotte. The Senior Client Associate (Sr CA) serves as...be the primary point person for all aspects of client service , account problem resolution, daily interaction… more
- EY (New York, NY)
- …institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. ... you to develop into a trusted advisor role to client . You will work with specialists in our other...clients, understanding their unique needs to provide a tailored service Maintaining your reputation in your field by constantly… more
- NFP (Minneapolis, MN)
- …: The Senior Account Manager is responsible for working with Consultants to service client accounts, as well as assisting Consultants with client ... open enrollment presentations, and taking an active role in client relationship building. The Senior Account Manager... Account Manager will also be responsible for day-to-day client service , project management, and vendor coordination.… more
- KPMG (Jacksonville, FL)
- …& Operations for our State & Local Consulting practice. Responsibilities: Participate in client service delivery teams in the active execution of engagements, ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Wedbush Securities (Cleveland, OH)
- …to our continued growth. Our Cleveland office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors ... bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing &...and senior management. Responsibilities include, but are not limited to:… more
- Mariner (Los Angeles, CA)
- Job Description Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex ... and other client reports. Assist in all aspects of client service , including but not limited to spreadsheets, analyses, letters, tax documentation, emails,… more
- US Bank (Bend, OR)
- …and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact ... expert advice and counsel in the area of affluent wealth banking client relationships by focusing on...experience - Five or more years of experience in Wealth Management private banking and/or senior level… more
- Pacifica Continental (Miami, FL)
- …relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service . You will act ... Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be responsible for… more
- OHNWARD BANCSHARES (Marion, IA)
- … service , or equivalent education and experience. Experience with client support/ wealth management/trust administration. Sales experience in a service ... be made to enable individuals with disabilities to perform the essential functions. Client Service : Responsible for proactive client contact providing "high… more
- Tetra Tech, Inc. (Chicago, IL)
- The Opportunity: Tetra Tech is adding a Senior Renewable Energy Seller-Doer/Project Manager to support growing our energy business in the Midwestern US, with ... Midwest and beyond. With decades of national experience, Tetra Tech offers a wealth of technical knowledge and a strong understanding of federal, state, and local… more
- Apex Fintech Solutions (Austin, TX)
- …presented by Global Fintech Awards ABOUT THIS ROLE Apex Fintech Solutions is seeking a Senior Product Manager ( Client Configuration) to focus on Client Setup ... Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to...and executing the strategy, vision and roadmap for our client configuration tool, a centralized service for… more
