- 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 ... Customer Service team. The overall objective of...Customer Service team. The overall objective of this role is...description provides a high-level review of the types of work performed. Other job-related duties may be assigned as… more
- Citigroup (New York, NY)
- The Customer Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with ... the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support.… more
- Bank of America (Iselin, NJ)
- …training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral ... Wealth Management Specialist - NPD Iselin, New Jersey...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 + 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
- Citigroup (New York, NY)
- The Head of Business Execution - CIO will report directly into the COO for Wealth and Matrix report into the CIO for Wealth and be a member of both the COO and ... CIO leadership teams. Citi Wealth is a leading provider of financial solutions for...Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their… more
- Bank of America (New York, NY)
- Private Wealth Client Associate Boston, Massachusetts;Miami, Florida; New York, New York; Atlanta, Georgia **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private- Wealth -Client-Associate\_25041144-1) **Job Description:** Merrill Wealth Management is… 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 (Bridgewater, 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 York, 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
- Wells Fargo (New York, NY)
- …verbal, written, and interpersonal communication skills + Ability to provide strong customer service while balancing the needs of clients, shareholders, and ... **About this role:** Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust....**.** **In this role, you will:** + Manage and service a routine and low complexity affluent client relationship… 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 ... Job Description 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
- TD Bank (New York, NY)
- …Req 9 experience ** Customer Accountabilities:** + Understands and supports the Banks Customer Service Strategy + Considers the impact of advice and decisions ... employees and stakeholders + Provides the highest level of Customer service when dealing with internal partners,...we believe that all colleagues, no matter where they work , are customer facing. As we build… 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
- Bank of America (New York, NY)
- …Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including ... Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking...+ Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling +… more
- TD Bank (New York, NY)
- …+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and ... dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and...we believe that all colleagues, no matter where they work , are customer facing. As we build… more
- TD Bank (New York, NY)
- …+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and ... enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth is a fully integrated wealth management...we believe that all colleagues, no matter where they work , are customer facing. As we build… more