- TD Bank (New York, NY)
- …Exposure:** Collaborate across teams, industries, and geographies, building a foundation in client service , risk management, and product strategy. + **Make a ... client coverage to include Central Banks and Sovereign Wealth Funds clients aligned to agreed bank strategy. +...client onboarding, etc.) are frictionless. + Works with senior leaders across the organization to identify new opportunities… more
- BMO Financial Group (Chicago, IL)
- …Banking, Global Financial Institutions Group ("GFIG") - Portfolio Management** As a senior member of the GFIG team, the successful candidate will support the ... as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing… more
- JPMorgan Chase (New York, NY)
- …excellence in Deposits & Custody, all while upholding JP Morgan's commitment to client service and integrity. Role Summary Reporting to the Global head ... JP Morgan Private Bank is a global leader in wealth management, delivering the highest quality advice, service...client engagement. + Represent Deposits & Custody at senior executive forums and operating committees. + Risk, Controls… more
- S&P Global (Dallas, TX)
- …navigate client and business needs, and maintain an ecosystem of elevated client service . + Organize, construct and present client metrics, key ... service offerings, able to join internal and external client meetings or calls to analyze client ...manner + Proven record of maintaining strong relationships with senior members of client organizations, addressing their… 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
- BMO Financial Group (San Jose, CA)
- …South Bay) leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal candidate will actively recruit, develop, and ... the primary focus of gaining market share and driving top overall client satisfaction. In addition, ensures the required internal control standards, including… more
- CIBC (New York, NY)
- …**Employment Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Client Base, Client Service , Finance, Financial Markets ... for potential clients, assisting in the development of presentation materials and supporting senior banker client engagement. + Liaises with other CIBC units and… more
- JPMorgan Chase (Dallas, TX)
- …real estate transactions, including negotiations, purchasing, selling, and leasing. + Proven client service skills and ability to build trusted relationships. + ... planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will...or other entities. + Respond promptly and professionally to client inquiries and service needs. + Stay… more
- Nuveen Investments (Charlotte, NC)
- Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the ... job will identify and communicate operational strategies and efficiency opportunities to senior leadership which has a direct impact on business results. This job… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** As a senior leader within the Independent Contractor Division, this position plays a critical role in shaping and executing the ICD strategy of ... the independent contractor division, with a focus on delivering an exceptional client and advisor experience. This role is responsible for driving high-impact… more