- Charles Schwab (Amherst, NY)
- …success of this local Schwab branch , under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist to help ... are at the core of this role. In the Branch Network at Schwab, you have both a clear...maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts +… more
- Citigroup (New York, NY)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing clients in...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... **Position Overview** The CRA Governance & Communications Analyst reports to the Group Manager of the CRA Governance & Communications (G&C) team. The CRA G&C team… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our commitment to diversity ... controls obligations. **Position Overview** The CRA Data Analyst reports to the Group Manager of the CRA Data Analytics team. The CRA Data Analytics team establishes… more