- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Citigroup (New York, NY)
- …alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, ... general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional...focusing on the investment relationship in partnership with the Banker + Leverage existing client relationships, local… more
- Bank of America (Charlotte, NC)
- …client inquiries via numerous channels to support operational efficiency and quality client service + Reviews and approves required account documentation + ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Account-Management-Ops-Analyst\_25047277) **Job Description:** At Bank of America, we are guided by a common… more
- Bank of America (Los Angeles, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...junior team members as needed + Oversee execution of client service strategy and client … more
- Bank of America (Charlotte, NC)
- …Technology, Compliance, Legal, project managers, and various business units. Excellent communication and client service skills are a must as the associate will ... interact with traders, sales, clients and client service representatives throughout most of the day. **Responsibilities:** + Performs moderately complex… more
- JPMorgan Chase (New York, NY)
- …requests (eg, loan increases). + Own escalations and collaborate directly with the Client Service Groups to resolve credit related service inquiries. ... **Wealth Management - Private Bank - PLP Borrower Specialist** JPMorgan Chase &...or lines of credit to new partners at professional service firms to finance their partnership equity purchases. Job… more
- Berkshire Bank (Middletown, RI)
- …regulations. Ensures team executes Financial Center Consistency standards and provides an exceptional client experience. Excel at client service skills at ... values and is a champion of corporate social responsibility and ethical standards. Utilizes client service skills to determine and meet client needs and… more
- Columbia Bank (Denver, CO)
- …work environment. Ensure all team related goals related to operational excellence and client service are met or exceeded. Work collaboratively with multiple ... services environment required. + Comprehensive knowledge of best practices related to client service , and prior experience coaching employees to those standards… more
- City National Bank (Los Angeles, CA)
- …to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. ... team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s)....in ad-hoc projects to support the organization's priorities. * Client Service : Provides exceptional client … more
- City National Bank (Los Angeles, CA)
- …to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. ... team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s)....in ad-hoc projects to support the organization's priorities. * Client Service : Provides exceptional client … more