- Nuveen Investments (New York, NY)
- Client Service Associate will partner closely... service and operational nuances required to support Alternative investment products in the US Wealth ... Physical Requirements: Sedentary Work **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of experience in the Asset… more
- JPMorgan Chase (New York, NY)
- …As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior leader responsible for overseeing and ... and alternative investments to deliver exceptional client service to our investors. **Job responsibilities**...to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team… more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth… more
- Citigroup (New York, NY)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients… more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... Citi Global Wealth brings together the full power of Citi...of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources… more
- Citigroup (New York, NY)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- JPMorgan Chase (New York, NY)
- …them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based ... teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI)… more
- Broadridge Financial Solutions (Newark, NJ)
- …officeandgiven the flexibility to work remotely. Responsibilities: + Maintain client relationships by managing expectations while adhering to department standard ... and accuracy of the investment accounting data. + Manage and complete new client initiatives and transition process. + Review and evaluate existing procedures and… more
- BlackRock (New York, NY)
- …+ Demonstrated excellence in the Strategist function, including superb commercial execution, client service outcomes, and talent development. + Deep experience ... funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. BlackRock's Multi- Alternatives (Multi-Alts) team… more
- HSBC (New York, NY)
- …and present consistent investment messages + Coordinate the fundraising process for Alternative investment offerings to Wealth and Private Banking clients + ... planet we all share. You will be responsible for supporting the Alternatives Product Specialist in maintaining Alternatives platform, supporting sales… more
- Neuberger Berman (New York, NY)
- …and Outlook) + Must have excellent phone manner, strong communications skills, and client service focus + Ability to work effectively across the firm. ... Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and...be the daily business owner of a variety of client relationships and is responsible for ensuring high levels… more
- Citigroup (Jersey City, NJ)
- …good grasp on driving results based on KPIs + Committed to process improvement, client service , control, and cost reduction and identifies any opportunity to ... stakeholders to ensure performance and process is continually reviewed to deliver the optimal service to our clients + Solves complex client queries and consults… more
- CIBC (New York, NY)
- …necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning ... Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Client Service , Customer Experience (CX), Financial Advising, Investment… more
- Citizens (New York, NY)
- …will work independently and receive minimal guidance while maintaining client service and compliance standards as new wealth teams are transitioned to ... record of delivering a white glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... our Citibank branches and centralized service centers. The Home Lending Officer role represents the...business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents,… more
- JPMorgan Chase (New York, NY)
- …Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise. Join a team committed to building ... an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth ...including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop… more
- Banco Popular Puerto Rico (New York, NY)
- …clients, community involvement, etc. + Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts ... US, 10002 Company: Popular Workplace Type: On-site Sales and Service Banker Houston NY Mgmt The Sales and ...and uncovering their needs to gain in-depth knowledge of client 's financial life priorities and provide the products/services that… more
- WTW (Short Hills, NJ)
- …pre-renewal strategy, CRB's (Corporate Risk & Broking) Engagement 365 approach, impeccable client service , and industry specific thought leadership. + Defines, ... Vertical Leaders with particular focus and support for the Alternative Asset Insurance Solutions Team (Mergers & Acquisitions team)...of clients within the HC&LS industry including leading the client service team, managing the client… more
- Citigroup (New York, NY)
- …opportunities across asset classes including equities, fixed income, FX, commodities, alternatives , and derivatives within the wealth management industry to ... with our CIM Specialist team, clients, investment counsellors and private bankers. Service , monitor and retain existing clients. Help drive the acquisition of new… more