• Wealth and Asset Management Consulting Senior…

    NTT America, Inc. (New York, NY)
    …and nurture client relationships: You will develop strong, long-lasting partnerships with high - net - worth clients, becoming their go-to resource for ... Management, Investment Banking, and Market Infrastructure clients, ensuring exceptional service delivery and satisfaction. Build and maintain long-term relationships… more
    NTT America, Inc. (04/25/25)
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  • KPB Sr Trust Officer

    KeyBank (Rochester, NY)
    …Trust Administration + Knowledge of and demonstrates capability to meet with clients of high net worth + Administers complex trust (ex: Special/Supplemental ... and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts + Retains and… more
    KeyBank (04/23/25)
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  • Senior Regional Production Specialist, Lexington…

    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
    AIG (03/19/25)
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  • Wealth Management, Trust & Estates, Trust Officer,…

    JPMorgan Chase (New York, NY)
    The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated ... 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 (03/07/25)
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  • AVP, Underwriting Team Lead

    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 ... essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. + People… more
    AIG (02/19/25)
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  • Business Senior Analyst

    Citigroup (New York, NY)
    …models in the financial industry. Two (2) years of experience must include: Advising high net worth clients regarding risk and wealth management solutions ... with our CIM Specialist team, clients, investment counsellors and private bankers. Service , monitor and retain existing clients. Help drive the acquisition of new… more
    Citigroup (05/01/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …support and facilitate client service needs + Heavy contact with High - net - worth clients regarding; new account documents, LOAs, account updates, ... ability to obtain registrations within firm guidelines + 1-2 years of client service or support in the financial services industry preferred + Proficiency in… more
    Neuberger Berman (02/22/25)
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  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Mineola, NY)
    …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World… more
    World Insurance Associates, LLC. (05/08/25)
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  • Tax Accountant

    Aston Carter (New York, NY)
    …and state filings, for multi-state and multi-source income. Expected to work closely with high net worth clients. Responsibilities + Prepare moderate to ... ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is an equal opportunity employer and will consider all… more
    Aston Carter (04/29/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... people to come together to make decisions, solve problems, and develop products/ service ; establishes shared goals to foster collaboration and ensures everyone can… more
    KeyBank (04/18/25)
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