- Robert Half Finance & Accounting (Danville, CA)
- …relationships + Prepare detailed reports, recommendations, and financial analyses + Handle client service tasks, CRM updates, and paperwork efficiently + Improve ... info and immediate consideration. Requirements + 2-6 years of experience in wealth management with experience in investment management, client strategy, and… more
- Citigroup (West Hollywood, CA)
- …branches to ensure a positive customer experience. Be accountable to client service scores. + Collaborate with Consumer and Wealth business partners to ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...Accountable to scorecard metrics and KPI's as defined by Senior Management + Support the development of small business… more
- Charles Schwab (Westlake, TX)
- …their firm and meet their goals. Schwab Advisor Services is building out a Wealth Services team to drive offer strategy and digital development to better support ... advisor's expanding needs for wealth management tools. This includes portfolio and performance management...performance management as well as unique offerings for different client segments. This group and its work will have… more
- HUB International (Omaha, NE)
- …a Strategic Account Executive **,** you will be responsible for providing complete service and benefit management of True Group clients (>100 lives). This includes ... serving as a liaison between the client , the firm and the carriers. The Strategic Account...procedures and guidelines. + Provides analytical support to the Senior Consultant to meet the data and reporting needs… more
- First Horizon Bank (Miami, FL)
- …as working together with Private Banking partners to assist company owners and senior executives with their individual banking and wealth management needs. You ... solutions + Collaborate with internal partners + Deliver exceptional customer service **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Bring in new relationships with… more
- US Tech Solutions (Charlotte, NC)
- …net worth and most influential clients. + Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to ... are followed **Key Responsibilities and Duties:** + Deliver superior customer service and specialize subject matter expertise to individual tax clients. +… more
- HSBC (New York, NY)
- …Corporate Account Manager (CAM) - Employee Workplace Solutions position within International Wealth and Premier Banking (IWPB) is a key business development role ... focused on growing our client base through the sale of personal IWPB products...source quality referrals from Relocation Management Companies and Destination Service Providers. The individual will own the strategic growth… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- First Horizon Bank (Coral Gables, FL)
- …On site in Coral Gables, FL **Summary** Commercial Relationship Managers are the client -facing key to our core business of commercial banking. You'll nurture banking ... help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term… more
- Coldstream Wealth Management (Portland, OR)
- … client onboarding (initial applications), in-person and over the phone collaboration with client and service providers, and acting as a transition partner + ... we have the perfect role for you! As our Senior Retirement Plan Specialist, you'll have a direct impact...future. You will manage, support, and coordinate retirement plan client relationships under the direction of the Retirement Plan… more
Recent Jobs
-
Senior Manager, Project Management Office (PMO)
- Walmart (Bentonville, AR)