- Nuveen Investments (San Francisco, CA)
- 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
- Citigroup (San Francisco, CA)
- …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 (San Francisco, CA)
- …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 (San Francisco, CA)
- …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 (San Francisco, CA)
- …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 (San Rafael, CA)
- 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
- Citigroup (San Lorenzo, CA)
- 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
- BlackRock (San Francisco, CA)
- …solutions to clients and provide exceptional service to clients.** ** Alternatives Specialist** **: responsible for developing client relationships and ... Representing a full suite of strategies from iShares ETFs, Alternatives , Mutual Funds to SMAs and sub-advisory relationships USWAs...Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is… more
- BlackRock (San Francisco, CA)
- …views, products and platforms, field questions from clients via inbound calls, service client requests, support senior sales teams, collaborate internally to ... Representing a full suite of strategies from iShares ETFs, Alternatives , Mutual Funds to SMAs and sub-advisory relationships USWAs...Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is… more
- CIBC (San Francisco, CA)
- …necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning ... St. **Employment Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Client Service , Customer Experience (CX), Financial Advising, Investment… more
- Citigroup (San Francisco, CA)
- …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
- Citigroup (San Francisco, CA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining… more
- Citigroup (San Francisco, CA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.… more
- Citigroup (San Francisco, CA)
- …is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, ... personal objectives + Advise customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi's brand, and promote Citi as the… more
- JPMorgan Chase (San Francisco, CA)
- …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 ... monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when… more
- Citigroup (San Francisco, CA)
- …with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Work across currencies, asset classes, ... EO Employer. Wage Range: $175,900 to $195,600/year Job Family Group: Private Client Product Service Job Family: Investment Counselor **Job Family Group:**… more
- Citigroup (San Francisco, CA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining… more