- PNC (Cleveland, OH)
- …discretion. The Client Solution Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator ... success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you will be based in Cleveland,...partners with the Wealth Management advisor team to proactively manage… more
- Oracle (Columbus, OH)
- …include Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & ... Industry Unit. **Who we are:** Oracle is a market leader in Cloud/AI solutions because we connect thousands of companies with enterprise products they can trust.… more
- KeyBank (Brooklyn, OH)
- …related wealth issues + Designs and delivers sophisticated fiduciary solutions , using relationship team model (being prepared and participating in pre-call), to ... client advice + Executes, through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards +… more
- JPMorgan Chase (Columbus, OH)
- …US consumer credit portfolios (ie US Mortgage, Credit Card, Automotive, Business Banking, Wealth Management , Private Banking) preferred + Strong knowledge of ... investment banking, consumer and small business services, commercial banking, and asset management . Serving millions of consumers and top corporate clients, the firm… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and ... key business processes using data analytics to uncover inefficiencies and recommend solutions . + Synthesize large data sets and apply analytical tools to support… more
- EFI Global (Columbus, OH)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... empower clients to make better-informed business decisions. EFI's combination of global solutions and local expertise has earned the firm a reputation for delivering… more