- Citigroup (New York, NY)
- …goals. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private ... processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify data strategy and analytics across… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to… more
- World Insurance Associates, LLC. (Kingston, NY)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- Citigroup (Queens, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- M&T Bank (Buffalo, NY)
- …+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for ... of clients. We strive to deliver a reliable, consistent client experience service as designed within our client... client experience service as designed within our client service standards in partnership with US Markets colleagues.… more
- Citigroup (Queens, NY)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- JPMorgan Chase (New York, NY)
- …position, you will have direct ownership of expense management for the JP Morgan Private Client business segment, as well as consolidation of financials for ... Chase Private Client and other Affluent Consumer Bank segments. You will be responsible for key financial measures such as revenue, expenses, headcount, and… more
- JPMorgan Chase (New York, NY)
- …to formulate broad strategic views and provide integrated solutions and advice through a private client lens. Primary Function: The Area Product Owner within the ... from affluent clients in Chase branches to deca-billionaires in our ~50 Private Bank offices globally. Our extensive product platform spans investments, lending,… more
- S&P Global (New York, NY)
- …. 5+ years experience in account management, client success, or other client -facing roles . Private markets/fintech industry knowledge and interest. . Highly ... The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive… more