- City National Bank (New York, NY)
- * CLIENT OFFICER * *Park Avenue South Branch* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client ... administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development… more
- Citigroup (New York, NY)
- …including Mergers and Acquisitions, Litigation and Settlement, and Restructuring. The Escrow Client Account Officer is an experienced professional role. Deals ... the onboarding processes. + Onboard new escrows by completing client risk profiles and process relationship updates using Citi...current, accurate and complete. + Partner with Know Your Client (KYC) Teams, the Account Opening division, and other… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure and… more
- Publicis Groupe (New York, NY)
- …recruiting, performance management, and development of employees, including working with the Chief Client Officer to develop and execute content for the ... more at https://www.marsunited.com/. **Overview** We're looking for a Senior Vice President, Client Leadership to lead several clients across our network. The SVP… more
- City National Bank (New York, NY)
- …sales officer (TMSO) in the development and preparation of client proposals, marketing materials, pricing proformas and requests for services. Adheres to ... agreements based upon information obtained from the Treasury Management Sales Officer , line officer and/or client . Coordinates product testing and training… more
- City National Bank (New York, NY)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer /Manager is positioned to proactively execute on the ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will… more
- HSBC (Scarsdale, NY)
- …facing time. While the Wealth Relationship Manager is the defined owner of the client relationship, the Wealth Relationship Officer plays a pivotal role in ... Wealth Relationship Officer Brand: HSBC Area of Interest: Asset and...key relationship support role created to provide an outstanding client experience to the valuable banking and wealth clients… more
- Bank of America (New York, NY)
- …product expertise and consultation necessary to deliver the best possible solution to the client + The Global Treasury Sales Officer (TSO) is responsible for ... card, liquidity, and other GPS solutions for the assigned client base. + The Global Treasury Sales Officer... client base. + The Global Treasury Sales Officer must navigate across regional geographies to drive global… more
- Citigroup (New York, NY)
- …& Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is focused on ... enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and providing insight into client segment… more
- Westhab, Inc. (White Plains, NY)
- JOB DESCRIPTION JOB TITLE: Client Care Monitor / Security Officer DEPARTMENT: Housing and Services FLSA: Non-Exempt LOCATION: White Plains, New Rochelle, ... seeking dedicated and motivated individuals to join our Security Department. The Client Care Monitor is responsible for performing a variety of specialized… more
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