- JPMorgan Chase (Portland, OR)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... Morgan Advisors team through the coordination and completion of client service -related projects and operational issues supervise junior sales support including… more
- Citigroup (Getzville, NY)
- …an unplanned event or disruption, in accordance with agreed-upon and consistent service levels. Employees in this job family ensure: Business Recovery Plans are ... ("Sectors") and Regions by applying a risk-based methodology. + Partners with the ER leadership and central teams to...+ Awareness of Citi and / or other Financial Services institutions. + Strong understanding of financial services… more
- Publicis Groupe (New York, NY)
- **Company description** Zenith is a full- service media agency with capabilities and expertise across all channels and disciplines. Zenith is part of Publicis Media, ... oversight, and workload management. + Cross-sell inter-agency products and services where appropriate to enhance value and integrate broader capabilities.… more
- Citigroup (Smithtown, NY)
- …Area of assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area ... Educate and introduce clients to the appropriate products and services that fit their needs and grow both the...ensure a positive customer experience. Be accountable to client service scores. + Collaborate with Consumer and Wealth business… more
- JPMorgan Chase (San Francisco, CA)
- …and drive new client acquisition + Partner closely with Banking, Credit, Treasury and Service partners , as well as Asset Management, Private Bank and Investment ... experience + A deep understanding of JPMorgan Commercial Banking products and services + Ability to work collaboratively with our Bankers, Treasury Management… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …developing and maintaining in a collaborative manner with other key business partners new trend management initiative tracking tools and related processes that will ... need to build strong and trusted relationships with several cross-functional business partners outside of Finance, spanning multiple layers of the organization from… more
- JPMorgan Chase (Jersey City, NJ)
- …our clients need them. Our global product and technology platform, integrated client service model and network of operational centers enable us to deliver a ... consistent set of services to clients no matter where they are across...point of contact for second-line risk and product control partners , regulators, and local governance bodies + Ensures readiness… more
- JPMorgan Chase (New York, NY)
- …partner with internal teams to resolve production, quality, and escalated client service or risk-related issues, always striving for operational excellence and a ... within Wealth Management, driving sustained growth, and setting new standards for service and performance. This is a unique opportunity for a strategic,… more
- JPMorgan Chase (Germantown, TN)
- …markets. **Job Responsibilities** + Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout ... Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth...Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services , and Card, to provide our clients the best… more
- Kestra Financial (Novi, MI)
- The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides ... excellent client service and problem-solving skills to confidently provide information to...both in-person and via phone, identifying potential benefits and services to enhance client's financial relationships. + Has regular… more