- Citigroup (New York, NY)
- …- Word, PowerPoint, Excel and Outlook (intermediate/advanced skills); Qvidian **Job Family Group :** Private Client Product Services **Job Family:** ... (RFP) Writer works with the Head of RFPs to service the needs of Citi Global Wealth Investments (CGWI)...needs of Citi Global Wealth Investments (CGWI) and Citi Private Bank (CPB) sales teams, private bankers,… more
- Citigroup (New York, NY)
- …in working through complex organizations to solve problems and deliver superior client service . **Job Family Group :** Private Client Product Services ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and… more
- Comunilife (Brooklyn, NY)
- …and their family members. The Case Manager prepares comprehensive assessments and service plans. Home visits and Field work are required. ESSENTIAL FUNCTIONS AND ... KEY ACCOUNTABILITIES + Ensure that each client is receiving appropriate and effective case management services + Conduct comprehensive assessments and develop… more
- Citigroup (New York, NY)
- …120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...opening process + Provide the highest level of customer service and teamwork to our clients + Possess an… more
- HSBC (Buffalo, NY)
- …and the planet we all share. This role is primarily accountable for outbound client sales and deposit gathering. The role will also engage in satisfying client ... required to provide regulatory expertise and risk management assistance to avoid client exits. The main responsibility includes outreach to clients without a named… more
- Citigroup (New York, NY)
- …communication skills **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part...opening process + Provide the highest level of customer service and teamwork to our clients + Possess an… more
- T. Rowe Price (New York, NY)
- …management globally (as of March 31, 2025). The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer ... service and offering a comprehensive suite of investment management...comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and… more
- Mizuho Corporate Bank (New York, NY)
- …will be involved in a number of dynamic, strategic initiatives in key Service projects across the organization such as platform enhancements and its implementation. ... Ensure EUS team follows day-to-day functions, priorities, and procedures. + Provide service incident and problem management support for IT Infrastructure events. +… more
- Comunilife (Bronx, NY)
- …Provide supervision and training to all social services staff. On occasion, accompany social service staff to client sites to assure quality assessments + Ensure ... + Supervise, train and evaluate assigned direct care staff. + Ensure every client is receiving all identified services. + Coordinate and supervise efforts with case… more
- Comunilife (Queens, NY)
- …Provide supervision and training to all social services staff. On occasion, accompany social service staff to client sites to assure quality assessments + Ensure ... + Supervise, train and evaluate assigned Case Management staff. + Ensure every client is receiving all identified services. + Coordinate and supervise efforts with… more