- Citigroup (New York, NY)
- …and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, ... adherence to established policies, regulatory standards, and best practices in client due diligence and anti-money laundering. + Develop materials to effectively… more
- JPMorgan Chase (New York, NY)
- …provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- TD Bank (Bronx, NY)
- … servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- TD Bank (Flushing, NY)
- … servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, ... needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- TD Bank (Brooklyn, NY)
- … servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- East House Corporation (Rochester, NY)
- …support them in achieving their goals and objectives. Key Responsibilities: Services That Address Client Goals: o Partner with each client on the caseload ... to develop individualized Service Plans based on client -identified goals. o Support clients in pursuing Service Plan...East House staff and external providers for referrals and client services. o Efficiently manage an assigned caseload while… more
- East House Corporation (Rochester, NY)
- …support them in achieving their goals and objectives. Key Responsibilities: .Services That Address Client Goals: o Partner with each client on the caseload ... to develop individualized Service Plans based on client -identified goals. o Support clients in pursuing Service Plan...East House staff and external providers for referrals and client services. o Efficiently manage an assigned caseload while… more
- Tiffany & Co. (New York, NY)
- …accuracy, and reporting any discrepancies to management or corporate partners + Partner and communicate effectively with client advisors, management, and clients ... handle internal and external phone and e-mail correspondence and partner with Client Advisors and management to support with generating sales opportunities.… more
- Kyndryl (Albany, NY)
- …to be fully vaccinated against COVID-19, however, if you are hired to work at a client , customer, or partner location, you may be required to show proof of ... the tangible value our offerings bring to our customers, leaving them eager to partner with us. In addition to your technical expertise, you will also take the… more
- American Express (New York, NY)
- … Partner with the product team to inform the product roadmap based on client feedback * Partner and build relationships with teams across the enterprise ... including finance, marketing, technologies, control management, legal to support the growth of the new product * Conduct thorough risk and compliance processes with proper controls * Ensure all aspects of the American Express Code of Conduct are adhered to so… more