- Citizens (Tarrytown, NY)
- Description Private Wealth Client Service Associate As a Private Wealth Client Service Associate , you will play a pivotal role as a ... with a strong emphasis on client -focused approaches. + Background in private wealth management industry is advantageous Hours & Work Schedule Hours per Week:… more
- Citizens (Tarrytown, NY)
- …experience in wealth management, investment advisory, tax services, or private client environments. + Familiarity with record management practices (eg, ... providing general administrative and clerical support to the Citizens Private Wealth Tax Services team. The role...Department Support + File tax materials, brokerage statements, and client files; set up new client files… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road, Tarrytown New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Nuveen Investments (Stamford, CT)
- …Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity ( wealth management). Candidates should possess ... Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a...of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that… more