- City National Bank (New York, NY)
- …managers across all lines of business about GTS products and services . Identify, pitch, and close appropriate/suitable strategies to clients. Manage transactions ... processes to ensure seamless execution for clients. Maintain ongoing existing client relationships and continue to proactively identify opportunities that increase… more
- Vanguard (Charlotte, NC)
- …related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services . They also manage trusts, both as ... an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust ...trust and estate planning knowledge to help preserve client 's wealth + In-depth knowledge of financial planning, investment… more
- Compass Group, North America (Purchase, NY)
- …in experience for groups, guests and visiting MS employees + Leverage prepared Corporate Services FAQ's regarding our renovation works underway, general building ... with unwavering attention to detail, exceeding expectations + Ensure that First Class Guest/ Client service levels are maintained during peak&off peak periods of… more
- BMO Financial Group (Chicago, IL)
- …by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust /investment and cash management. + Participates ... management services . + Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate… more
- Optiv (Alexandria, VA)
- …the Optiv technology and services portfolio meet the specific needs of the client stakeholders. + Collaborate with service delivery to ensure the team has ... + Design and solution complete domain specialty related security programs to meet client objectives across technology and services . + Drive new discussions by… more
- Grant Thornton (Chicago, IL)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... Internal Revenue Code (IRC) 704b accounts + Manage multiple client services teams on client ...of Sub-chapter K partnership taxation, is required + Exceptional client service and communication skills with a… more
- First Horizon Bank (Knoxville, TN)
- …opening checking accounts, savings accounts, and provide all other deposit product services . + Identify client needs through consultative conversations and ... listed in job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in… more
- GovCIO (Washington, DC)
- …applications + Generate and decipher Splunk reports + Architect, design & implement Zero Trust solutions + Infuse Zero Trust design principles across all pillars ... in a Zero Trust model (eg Users, Devices, Networks, Applications, Data, etc)...improvements + Support the design and implementation of the client provided Privileged Access Management (PAM) system (currently CyberArk)… more
- US Bank (Los Angeles, CA)
- …is the fifth-largest commercial bank in the United States. The Institutional Client Group (ICG) is the relationship-management team that serves our largest clients ... - ranging from $25MM in annual revenue to large corporate institutions - delivering solutions from across the bank to help companies meet their business goals. ICG… more
- Optiv (Fort Worth, TX)
- …the Optiv technology and services portfolio meet the specific needs of the client stakeholders. + Collaborate with service delivery to ensure the team has ... Design and solution complete domain specialty related security programs to meet client objectives across technology and services including: Driving new… more