- UMB Bank (Albany, NY)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... sales and contract cycles and transitioning prospects to the Implementation and Client Experience teams, as appropriate. Working in the Healthcare Services division… more
- Citigroup (New York, NY)
- …prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client relationship through deep-dive analysis + Assist ... Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop...or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (New York, NY)
- …experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** **Primary Location:** New York New York ... The Licensed Client Service Associate is a developing professional role...wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions… more
- 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...wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions… more
- Citigroup (New York, NY)
- …'s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams...Series 7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF… more
- JPMorgan Chase (New York, NY)
- **Job Summary:** Manage the implementation of new and incremental client business into the Securities Services organization within JP Morgan's Corporate ... Investment Bank . Your role will involve managing projects that range...client base including Asset Managers, Hedge Fund Managers, Private Equity Managers, Pensions, Banks, Governmental Entities, and Insurance… more
- Santander US (New York, NY)
- …the Credit Risk Department for new loan or renewal requests. * Review with banker any new loan or renewal documentation prepared by Credit Risk and send to ... to You!** **Position Summary** The Relationship Analyst is responsible for performing client service tasks in a well-organized and timely manner, having a complete… more
- Citigroup (New York, NY)
- … capital + Key stakeholders include coverage leads (Corporate, Commercial, Private Bank , Financial Institutions), product heads (Markets, Banking, Services, ... The Client Data & Returns Attributions Lead Analyst is...Planning & Analysis **Time Type:** Full time **Primary Location:** New York New York United States **Primary… more
- BlackRock (New York, NY)
- …to work within the Operations and Provider Practice, part of the Aladdin Client Business, as a regional practice lead supporting the implementation of investment ... The individual will work closely with our partner implementation teams and the client acting as a subject matter expert and primary point of contact, providing… more
- Citigroup (New York, NY)
- …'s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi ... essential. SBL is a core lending product for Citi Private Bank and integral to the partnership...execution of SBL strategies, including but not limited to client engagement and communication plans, Banker training… more