- WTW (New York, NY)
- …+ I would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships and supports ... having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support… more
- TD Bank (Melville, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- Bank of America (Melville, NY)
- Private Client Advisor II Melville, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Private- Client -Advisor-II\_25021836) **Job Description:** At Bank of America, we are… more
- Bank of America (Garden City, NY)
- Wealth Management Client Associate Garden City, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Wealth-Management- Client -Associate\_25035795) **Job Description:** Merrill Wealth Management is a leading… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Citigroup (New York, NY)
- The Client Mgt Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... platinum clients acting as their advocate and owning the client experience relationship end to end across geography and...for junior teammates, may serve as "deputy" to Group Manager + Appropriately assess risk when business decisions are… more
- Citigroup (Getzville, NY)
- The Client organization is dedicated to empowering our clients' growth by deeply understanding and anticipating their needs and by harnessing the full power of Citi. ... The organization takes a firmwide view of our client strategy, segmentation and coverage model to ensure every...the department where needed and as directed by their manager . **Qualifications:** + Relevant experience in risk and controls… more
- Bank of America (Utica, NY)
- Client Services Representative II- Utica, NY- 2nd Shift Utica, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Utica/ Client -Services-Representative-II--Utica--NY--2nd-Shift\_25032969) **Job Description:** At Bank of America, we are… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth ... investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a trusted… more
- Bank of America (New York, NY)
- Treasury Sales Client Officer New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales- Client -Officer\_25028326) **Job Description:** At Bank of America, we are… more