- JPMorgan Chase (New York, NY)
- …facilitate subsequent investments + Monitor client accounts and provide basic client information management + Conduct daily account administration + Act as ... point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor...and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions… more
- NTT America, Inc. (NY)
- …innovative, and passionate individuals who want to grow with us. Our Financial Services Consulting team includes management consultants who help financial ... about how we partner with our Bank Modernization clients: https://us.nttdata.com/en/services/consulting-services/banking-and- financial -services-consulting **How You'll Help Us:** As a Director within… more
- Citigroup (New York, NY)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly...inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses… more
- Citigroup (Mineola, NY)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Citigroup (Brooklyn, NY)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. **Responsibilities:** + Exhibits strong sales and service skills, ... delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly...inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses… more
- Truist (New York, NY)
- …meet with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to deliver all non-investment ... client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,...Advisory Centers, COE, etc.) to complete tasks relevant to account administration. + Adhere to all internal policies and… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Synchrony (New York, NY)
- …and monitoring of collection strategy queuing, focusing on volume trends and account level anomalies which ensures desired collection volume flow. This individual ... provide support implementation and testing support for MICN releases and New Client /New Product Integrations projects. **_Our Way of Working_** **_We're proud to… more