- Neuberger Berman (New York, NY)
- …Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client Administration & Infrastructure **Position Overview** We are seeking ... the Business Control & Governance function within our Private Wealth business who will be responsible for overseeing the...requirements and business objectives, while maintaining a focus on client service excellence. As a member of… more
- Capco, a Wipro Company (New York, NY)
- …Marketing Services is a maturing Capco practice committed to solving our client 's most difficult challenges related to digital and marketing strategy, operations, ... Capco's strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to define, design, and… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Citigroup (Ridgewood, NJ)
- …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
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team… more
- JPMorgan Chase (New York, NY)
- …ability to manage complex assignments and multiple searches while delivering exceptional client service . + Excellent relationship management skills with both ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...and confidential project work. The ability to foster strong client relationships with senior managers and candidates… more
- Citigroup (New York, NY)
- The Customer Service Senior Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the ... serve as single point of contact for queries, engaging to understand client service needs and gaps + Liaise with internal and external cross-functional partners… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration… more
- JPMorgan Chase (New York, NY)
- …unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation ... attention supports our clients' unique goals and helps build, preserve, and manage their wealth over time. No client has identical goals, so understanding their… more
- JPMorgan Chase (New York, NY)
- …design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies + Manage or facilitate ... projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets… more
- Citigroup (New York, NY)
- …trust referrals. + Collaborate skill set focusing on positive outcomes for client -facing roles (Bankers, Wealth Planners, Advisors). + Support Advisors, Bankers, ... driving a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating program… more
- JPMorgan Chase (New York, NY)
- …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
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- JPMorgan Chase (New York, NY)
- …matrix organization + Familiarity with end-to-end bank infrastructure, including advisors, client service , product, technology, operations and controls + ... model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Associate, Client Coverage Asset Management **The Team:** The North American ... usage in your territory + Provide focused and excellent service to existing products/billing/ client queries within assigned...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Deloitte (New York, NY)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... AML Consultant-Project Delivery Senior Analyst- Regulatory, Risk & Forensic Operate Are...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- JPMorgan Chase (New York, NY)
- As a Service Designer Senior Associate on the One Chase Experience Platform team, you will play a pivotal role in developing end-to-end customer and employee ... experiences by leveraging your advanced knowledge of service design principles. As a core contributor, you will...that support the development of the JP Morgan Private Client offering. The Private Client offering serves… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products and ... specialized services. CGW delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW...receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas… more
