- City National Bank (Los Angeles, CA)
- …and operations * Assists Preferred Banking Cross LOB Integration Manager with administrative, research, and reporting tasks * May maintain up-to-date operational ... * Bachelor's Degree or equivalent * Minimum 8 years' experience in client service, banking operations or banking relationship management support required.… more
- Citigroup (Jersey City, NJ)
- …& Reconciliation + Cross-Functional Collaboration: Partner closely with Product Development, Operations , and Business stakeholders to translate complex client ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission… more
- HUB International (Nashville, TN)
- …key and high revenue-producing accounts, all of which have a significant impact on the business operations of the client and on HUB. + Lead and develop a team of ... risk management, life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees...to clients in response to those changes independent of manager approval. + Leads all aspects of client… more
- First Horizon Bank (Maryville, TN)
- …responsible for fraud protection, which include fact gathering, investigation, direct client contact, and actions for resolution to ensure necessary regulatory ... Hotline associates to enable them to deliver a stellar client experience at the point of contact. Maintains a...employee training and development needs, and reports concerns to Manager . + Monitors team member attendance and adherence and… more
- HUB International (Nashville, TN)
- …to the President of MSO, this executive level position is a strong client relationship manager and employee benefits expert. Further, this role represents ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+… more
- Charles Schwab (Los Angeles, CA)
- …includes direct oversight of 11 Branch Managers and their teams, who deliver Wealth Management services to individuals and families to meet their financial needs. As ... to a team of coaches, the RME ensures consistent focus on client acquisition, retention, and growth, while fostering staff development through performance… more
- Kiewit (Oak Ridge, TN)
- …Site Specific Safety Plan in the field. You will assist the Project Safety Manager with the application of the contract, client safety expectations, Kiewit ... to safety. As a Safety Specialist, you will report to Project Safety Manager . Your primary responsibilities centers on the successful implementation and support of… more
- JPMorgan Chase (Boston, MA)
- …conditions, liquidity to optimize outcomes + Enhance framework to translate asset manager instructions into proposed, ensuring alignment with client guideline, ... of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our...enhancement where possible + Work closely with portfolio managers, client service, operations , and compliance teams to… more
- Bank of America (Chicago, IL)
- …Private Bank. The position will also be responsible for servicing existing client assets and assisting with the prospecting of ultra-high-net-worth and institutional ... proactive and solutions-oriented feedback based on interactions with internal operations , marketing, product origination, risk, legal and compliance partners to… more
- S&P Global (Andover, MA)
- …Lead **The Team:** The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support ... are seeking an experienced and motivated Syndicated Loans Agency Operations Lead to help lead the Agent Services team...Agent Services team administering the lending portfolios for our client base. The individual will be responsible for the… more
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