- CIBC (New York, NY)
- …+ Experience as a Trust Officer with familiarity with Trust Accounting systems, preferred + Developed people management skills + Well-developed ... Wealth . Work with external parties related to the trust account including but not limited to client's counsel,...Customer Experience (CX), Estate Accounts, Group Problem Solving, People Management , Power of Attorney (POA), Trust Services,… more
- CIBC (New York, NY)
- …various infrastructure functions. Working experience working within capital markets and/or wealth management operations preferred. **What You'll Be Doing** + ... an inventory of laws, regulations, and guidance related to capital markets / wealth management operations regulatory requirements. As needed, the CFC Officer… more
- Citigroup (New York, NY)
- …instructions. + Stay abreast of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance from the ... A Service Officer provides service support to the Citi Private...Private Banker in delivering consistently high quality banking, credit, trust , fiduciary, capital markets and investment services to target… more
- Customs and Border Protection (Rochester, NY)
- …financial management , contracts, time and attendance, safety, logistics and records management . Serving as the Local Property Officer (LPO) and being ... you will carry out a wide variety of mission support, workforce management , supply, inventory, fleet, budget, procurement, records management , payroll, travel,… more
- Microsoft Corporation (New York, NY)
- …and UBS, Switzerland's largest account, Microsoft's biggest FSI customer and the world's largest Wealth Management bank. UBS are on a cloud and AI transformation ... and across their workforce. Above all, the ATS candidate must establish deep trust with key Technology Services stakeholders and deliver proven value to them across… more