- M&T Bank (New York, NY)
- …products for high-net-worth (HNW) and ultra-high net worth (UHNW) clients to meet client needs. Seeks opportunities to solicit new business by expanding wallet share ... and assists in attracting and developing new relationships. Supports the client experience throughout the lifecycle of the relationship from prospecting efforts… more
- Berkshire Bank (Arlington, VT)
- …and operating procedures. Makes customer referrals in defined areas. Key Accountabilities : + Client Service 50% + Handles complex client issues while ... excellent customer service principles. + Excel at client service skills at all times to...Cross-sells and refers non-traditional Bank products eg, insurance & investments to meet established goals. + Participate in outbound… 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...ensure correct set-up and maintenance of fund structures and investments in accounting database + Prepare and/or review periodic… more
- BlackRock (Atlanta, GA)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As Multi-Asset Class Portfolio Associate III] within PNC's Asset Management Group Investment Office ... performance and attribution, exposure, and risk reports that are presented to the Investment Policy Committee and client -facing investment advisors along… more
- Charles Schwab (Phoenix, AZ)
- …for this role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be ... joining a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to build on your growing expertise to… more
- T. Rowe Price (Owings Mills, MD)
- …for RPS clients. Responsibilities + Responsibilities may include: + Support internal client service and processes including processing beneficiary splits and fee ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...Rowe Price Retirement Plan Services is an experienced, full service recordkeeper for retirement savings accounts such as; 401k,… more
- Citigroup (New York, NY)
- …such as account opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex client inquiries ... The Associate Banker SAFE Act is a seasoned professional...to acquire new target clients, with a focus on Investments + Assist the Banker with prospecting - conduct… more
- Citigroup (Atlanta, GA)
- …such as account opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex client inquiries ... The Associate Banker SAFE Act is a strategic professional...to acquire new target clients, with a focus on Investments + Assist the Banker with prospecting - conduct… more
- Publicis Groupe (New York, NY)
- **Company description** Zenith is a full- service media agency with capabilities and expertise across all channels and disciplines. Zenith is part of Publicis Media, ... have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for...value for our people, our capabilities and our media investments for some of the world's leading brands. **Overview**… more
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