- Citigroup (New York, NY)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross… more
- Citigroup (New York, NY)
- …a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet...Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- Wells Fargo (New York, NY)
- …registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience ... banking, credit and investment financial solutions and services + Identify client needs and goals...needs and goals for business, mortgage, retirement, and investment services , then partner closely with peers in… more
- Amazon (New York, NY)
- …your business savvy and thoughtful pragmatism. Further, you embrace supporting diverse client needs in an adaptable and situationally appropriate manner. Last, at ... and respectfully with employees, supervisors, and staff to ensure exceptional customer service ; and follow all federal, state, and local laws and Company policies.… more
- JPMorgan Chase (New York, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . * Ability to partner with client 's other ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more...external professional advisor community. * Develop, retain and deepen client relationships. **New Business** * Partner with… more
- BlackRock (New York, NY)
- …professionals around the world. Aladdin is our operating platform to manage financial portfolios. It unites client data, operators, and technology needed ... to what it is today: helping more people achieve financial well-being. This mission underscores our firm belief in...have the best-in-class data, analytics, and tools to manage client assets. Twenty years ago, BlackRock made Aladdin available… more
- Citigroup (New York, NY)
- …the global SBL product strategy in partnership with Head of Flow Lending. + Partner successfully with Lending leadership and Client Segment leadership in each ... relationships while optimizing capital for the Firm. + Partner with SBL Product Head and Financial ...Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Margin… more
- ARAMARK (New York, NY)
- … financial goals, client objectives, and customer needs. Depending on the client (s), services can include food service , facility support, custodial ... Account Manager you will plan, manage, and guide contracted services for multiple sites for a client ...service to our clients. With knowledge of the client ?s business, positive relationship building skills, financial … more
- JPMorgan Chase (New York, NY)
- …qualifications, capabilities, and skills** + A minimum of 4 years of financial services experience + Demonstrated success in cultivating and maintaining ... exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- JPMorgan Chase (New York, NY)
- …Treasury Sales Specialist will partner with Private Bankers, Investors, Advisors and Client Service teams (Integrated Team Members - ITMs) to provide sales ... WMIS deposit book in their region and provide customized client solutions. Job Responsibilities + Partner with...+ Lead business reviews for existing clients with treasury services , and make recommendations to improve the client… more