- Citigroup (New York, NY)
- …client experience and ensuring efficient, scalable operational processes specific to client onboarding and ongoing account management. The role requires ... core function of this roles revolves around overseeing operational processes for client onboarding and account management across various products and platforms.… more
- KeyBank (Tarrytown, NY)
- …next generation. + Responsible for contributing to the development of the annual client wealth plan and actively participates in the execution. **Fiduciary ... responsible for the coordination and delivery of all Family Wealth services and ensures the client receives...client pricing to move revenue closer to the national schedule. + Leads the relationship development and engagement… more
- JPMorgan Chase (New York, NY)
- …reviewing information for underwriting, and collaborating with internal teams to complete onboarding , including Know Your Client ("KYC") due diligence. + Partner ... ** Wealth Management - Private Bank - PLP Borrower...partnership equity purchases. Job Responsibilities: + As the new client 's main point on contact, you will be responsible… more
- Citigroup (New York, NY)
- …syndication of evergreen fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen (semi-liquid) investment ... of compelling private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence,… more
- Citigroup (New York, NY)
- …education, and client lifecycle efforts. + Build and scale workplace onboarding and engagement campaigns - personalized by employee segment, life stage, and ... The Global Head of Wealth at Work Marketing leads the brand, engagement,...reflect life stage, financial needs, and behavioral triggers. From onboarding and education to engagement and loyalty, this role… more
- JPMorgan Chase (White Plains, NY)
- …of Wealth to support Advisor performance and development through onboarding and training, and periodic in field workshops to improve Advisor effectiveness ... advice. As a Regional Support Lead in JP Morgan Wealth Management, you will report to the Regional Director...tactics that focus on growth and a world class client experience. You will collaborate with key partners across… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + 2-5 years of experience in financial services, product operations, client onboarding , or project coordination + Bachelor's degree required; ... **Business Overview:** The Private Wealth Product Management team is newly established to... products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks,… more
- JPMorgan Chase (New York, NY)
- …(RMs). **Job Responsibilities** + Supporting management and execution of CES onboarding end-to-end, knowledge and skill development, client experience, and ... experience working with affluent clients and/or subject matter expertise in the affluent wealth market, hospitality or client service + Knowledge of affluent… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- S&P Global (New York, NY)
- …of our global Commercial team by providing client support throughout the client lifecycle, beginning with the onboarding process. + Become a domain, product, ... (for internal use):** 08 **The Team:** The Visible Alpha Client Support team is a global team that provides...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more