- Regions Bank (Houston, TX)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors ... responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- UMB Bank (Dubuque, IA)
- …closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the ... sales skills with acumen to close new business. + You have knowledge of client service , advice delivery and operational best practices. + You have knowledge… more
- Neuberger Berman (New York, NY)
- …and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define ... investor commitments across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private credit. Due to… more
- JPMorgan Chase (Boston, MA)
- …and contribute to strategic initiatives to enhance operational efficiency and client service . **Required qualifications, capabilities, and skills** + Bachelor's ... balance multiple priorities + Demonstrated leadership, organizational, interpersonal, communication, and client service skills; ability to manage projects and… more
- HUB International (El Paso, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB Broker Standards + ... Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- HUB International (El Paso, TX)
- …Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees… more
- JPMorgan Chase (Boston, MA)
- …priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion ... the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund...closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on… more
- CBRE (New York, NY)
- Property Management Engineering Operations Director Job ID 222475 Posted 01-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... the suburban NYC metropolitan area. The position will work closely with outsourced service providers and internal staff to ensure that each property meets or exceeds… more
- Affinius Capital (Dallas, TX)
- …affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a ... perpetual vehicles: (i) quarterly financial results via oversight of the fund administrator and review of accounting results and all required reporting, (ii)… more