- NYC KIDS RISE (Long Island City, NY)
- …teams and managing external vendors; Excellent interpersonal and customer service skills required. Ability to work cooperatively, sensitively, and tactfully, ... asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research,… 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 ... 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
- 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 New York, New York...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Wealth -Management-Client-Associate\_25039877) **Job Description:** Merrill Wealth Management is… 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 ... needs. As an Event Associate/Project Manager within JP Morgan Wealth Management, you will play a crucial role in...to ensure superior event execution and adherence to guidelines. Work onsite as needed. + Manage event budgets, pay… 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 (Millburn, 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
- 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
- Wells Fargo (Paramus, NJ)
- …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
- US Bank (New York, NY)
- …products/services - Excellent interpersonal, verbal and written communication skills - Exceptional customer service skills - Ability to identify and resolve ... you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the primary, daily contact between Wealth… 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
