• Client Relationship Specialist - Buffalo

    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
    Charles Schwab (07/22/25)
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  • Senior Wealth Advisor SAFE Act - Forest Hills…

    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 (07/25/25)
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  • Governance and Communications Analyst (Community…

    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 (07/29/25)
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  • Community Reinvestment Act Data Analyst - Vice…

    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
    Citigroup (07/24/25)
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