• Bilingual Customer Service Sr Analyst

    Citigroup (Miami, FL)
    …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more
    Citigroup (07/18/25)
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  • Key Private Bank Senior Portfolio Strategist

    KeyBank (Chicago, IL)
    …exemplary service to the client. + Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with ... + Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development… more
    KeyBank (07/31/25)
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  • Senior Compliance Officer - Fixed Income

    BMO Financial Group (New York, NY)
    …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
    BMO Financial Group (08/09/25)
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  • Senior Wealth Advisor

    M&T Bank (Wilmington, DE)
    …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives… more
    M&T Bank (08/10/25)
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  • Asset Management Group Undergraduate Intern

    PNC (Louisville, KY)
    …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more
    PNC (08/20/25)
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  • Investment Advisor Representative

    Atria Wealth Solutions (Vancouver, WA)
    …life better for themselves and their communities. + Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank "Columbia" ... and manage accounts or portfolios of member-investors with a fiduciary duty to act in the best interest of...goals. + As requested and approved by the Program Manager | VP Investments and Insurance Group, conduct and/or… more
    Atria Wealth Solutions (09/03/25)
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