- Tradeweb (New York, NY)
- …Ability to conduct research and effectively communicate findings + Self-motivated, customer service -oriented, and team-focused + Financial markets and ... largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have...of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of… more
- Jet Aviation (Teterboro, NJ)
- …facets of the private aviation sector, understanding the ins and outs of operations and customer service like the back of your hand. + Market Savvy: You're in ... Client Aviation Director Location: Teterboro, NJ, US, 07608 Flexible Work Arrangement: Onsite Job Category: Flight Services Career Level: Professional Requisition… more
- Neuberger Berman (New York, NY)
- …a dynamic environment, managing projects, and partners closely with Onboarding, Client Service , and Investment teams to ensure our investment platform is fully ... Software Development Lifecycle, ensuring alignment with the needs of Onboarding, Client Service , and Investment teams, and the readiness of the investment platform… more
- Capco, a Wipro Company (New York, NY)
- …and marketing strategy, operations, transformation, and expansion. Our industry experts work closely with Capco's strategy teams and core delivery domains, including ... Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to...**About the Job:** In a typical financial services market, customer experience is key. But in today's increasingly competitive… more
- M&T Bank (Paramus, NJ)
- … experience, including a minimum of 2 years' financial service client service experience Strong customer service skills Strong interpersonal skills ... (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ...Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer ) requirements; process related sales reports. + Process more… more
- Bank of America (New York, NY)
- …Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** ... Private Wealth Relationship Manager New York, New York **To...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- Bank of America (New York, NY)
- …building wealth , and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting ... Wealth Management Banking Specialist - Private WM New...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Wealth -Management-Client-Associate Bilingual-Portuguese-Preferred\_25030966) **Job Description:** Merrill Wealth Management… more
- Bank of America (New York, NY)
- …and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending ... Credit Product Specialist, Global Wealth & Investment Management New York, New York...and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth.… more
- JPMorgan Chase (New York, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you...self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and… more
- PNC (Fort Lee, NJ)
- …serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ... respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments you will be a part of one of the fastest… more
- JPMorgan Chase (New City, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service ,...+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business… more
- Citigroup (New York, NY)
- …motivate, and influence others. + Excellent verbal and written communication skills Customer service orientation. + Required: US FINRA Registration: SIE; Series ... The Wealth Group Executive is accountable for management of...line referrals and to provide the most transparent Citi customer experience. + Responsible for the execution of Citigold… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …errors, questions or concerns + Handle stressful situations and provide a high level of customer service in a calm and professional manner + Analyze problems and ... and in-person, including scheduling meetings and greeting clients + Work both independently and within a dynamic team environment...of a team + Provide a high level of customer service _Axia Financial and its employees… more
- Citigroup (New York, NY)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter… more
- Citigroup (New York, NY)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Citigroup (New York, NY)
- …through the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our clients + Possess an expert knowledge ... of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Citigroup (New York, NY)
- …of experience in the financial services industry is preferable **Job Family Group:** Customer Service **Job Family:** Institutional Customer Service ... A Service Officer provides service support to...internal clients to ensure proper validation and execution of customer instructions. + Stay abreast of all CPB products,… more
- TD Bank (New York, NY)
- …achieve sales goals ** Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the ... service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment...Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners,… more
