- Bank of America (Towson, MD)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team… more
- S&P Global (Dallas, TX)
- …all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure ... client satisfaction. The Service Delivery Management team...is an opportunity to build and maintain relationships with senior -level decision makers while gaining valuable industry knowledge that's… more
- Citizens (Westwood, MA)
- Description Citizens Wealth Management offers industry-leading, innovative solutions crafted for the complex needs of high-net-worth individuals, families, and ... In this role, you will own the end-to-end experience for Citizens Wealth Management's Portfolio Management and Trading Platform, leading an Agile Pod and… more
- JPMorgan Chase (Brooklyn, NY)
- …contributions to your team and expand your knowledge, skills, and expertise in Wealth Management, then JP Morgan Asset & Wealth Management's (JPWM) Portfolio ... for you. As a member of JP Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible performance measurement, Data Validation, and portfolio… more
- Santander US (Boston, MA)
- …You!** **The Difference You Make:** The Head of Investment Products is a senior executive responsible for leading the investment vision, philosophy, and strategy for ... the wealth management business. This role oversees asset allocation, investment...products). The CIO ensures that investment decisions align with client goals, firm risk standards, and fiduciary responsibilities, while… more
- Commerce Bank (Kansas City, MO)
- …asset allocation, selection of specific securities, investment performance reporting, and client service . Essential Functions + Participate in leadership ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...with private client associates to provide timely client service + Participate in new business… more
- Deloitte (Stamford, CT)
- …have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you ... AML Project Delivery Senior Analyst -Project Delivery Senior Analyst-...professionals with specialized skills that align to a current client need. Team members focus on delivering services to… more
- JPMorgan Chase (New York, NY)
- …Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized ... wealth management solutions. You'll work with a team of...investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs… more
- JPMorgan Chase (New York, NY)
- **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is a global team of experienced professionals based in New ... goal is to identify and bring to JP Morgan's Wealth Management clients a diverse array of attractive alternative...clients, endowments and foundations. With over $100 billion of client capital invested across hedge funds, private equity and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and professionals, driving business performance, team development, and client service excellence. You'll partner with senior leadership to align strategy, ... Description Managing Director - Wealth Advisory Are you a strategic leader, team...Serve as the local culture carrier and first-line leader. Client Service & People Management + Oversee… more