- Ballston Spa National Bank (Ballston Spa, NY)
- …to identify new business opportunities and deliver personalized financial solutions to high net - worth clients, focusing on investment management, estate ... vary according to the type and complexity of the account. + Provide quality service to each account assigned through a thorough knowledge of the personality and… more
- JPMorgan Chase (Rochester, NY)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... the firm's fiduciary duties and to provide superior client service . + Ability to partner with client's other advisors...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- …who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... the firm's fiduciary duties and to provide superior client service . * Ability to partner with client's other advisors...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… 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 ... business management firm or 2+ years of general accounting experience + High School Diploma or GED equivalent is required; Associate's degree is preferred… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …regions to design resilient, secure, and high -performance platforms that serve high - net - worth individuals, advisors, and operational users. You will be ... to be directed to our site that is dedicated to veterans and transitioning service members. All CGI offers of employment in the US are contingent upon the… 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 ... be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. + You will… more
- JPMorgan Chase (New York, NY)
- …hallmarks of innovation, expertise and service have earned us the trust of institutional, High Net Worth and Retail clients, and made us leaders in our ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on...in ODD analysis and monitoring process + Conduct ongoing service provider due diligence + Stay abreast of industry… more
- Robert Half Management Resources (White Plains, NY)
- …a firm specializing in tax preparation, compliance, and planning services for high - net - worth individuals, corporations, partnerships, trusts, estates, and ... and decision-making. * Maintain strong client relationships by delivering exceptional service and clear communication. * Participate in the development and… 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 ... brokers will be key to your success. You will need to provide excellent service to brokers through a consistent, timely, and proactive approach to underwriting. You… more
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