- Citizens (New York, NY)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... the Relationship Manager with their loan portfolio with extraordinary care and service . The Sr lending specialist works in primarily operational, processing, and… more
- Gelfand Rennert & Feldman (White Plains, NY)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... Coordinator is responsible for providing general clerical and customer service support for the HR department, as well as...and programs + Other duties as assigned Qualifications: + High School Diploma or GED equivalent is required; Bachelor's… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior colleagues to… more
- Citigroup (Garden City, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Citigroup (New York, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- International Rescue Committee (New York, NY)
- …in a non-profit business development department a plus. + Experience working with high net - worth individuals and/or senior partners a plus. Demonstrated ... futures. As the IRC approaches its 100th year of service in 2033, we remain passionate about ensuring that...Board Engagement team, you will be responsible for providing high -level administrative and logistical support to advance the work… more
- Citigroup (Hewlett, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... superior execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to meet client objectives in the… more
- City National Bank (New York, NY)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and...and pursues to a successful sale Bank product or service solutions that align with the best interest of… more
- Neuberger Berman (New York, NY)
- …experience by assisting with the service , maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional with ... contribute to the team's success and client satisfaction. **Responsibilities:** + **Client Service ** : Provide ongoing operational support for the team's client base… more