- Citigroup (New York, NY)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- NBT Bank (Williamsville, NY)
- …primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by positioning and selling a ... Commercial Banking leaders, and other partners to grow the client base and effectively refer business. Education and Experience:...financial services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +… more
- CIBC (New York, NY)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client Service Associate** , you will support Private Wealth ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. Our Lending ... + Licenses: Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF Lending Generalist **Time Type:** Full… more
- Neuberger Berman (New York, NY)
- …Wealth, developing and executing a comprehensive digital transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor ... experience within the financial services sector. + Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows.… more
- Citigroup (New York, NY)
- …three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. The Global ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Margin &… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of contact for… more
- JPMorgan Chase (Brooklyn, NY)
- …more than 150 clients across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you ... will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the… more
- JPMorgan Chase (Brooklyn, NY)
- …services to more than 150 clients across all alternative asset classes. As a Private Equity Fund Admin VP within our client administration team, you will ... manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage… more