- Citigroup (San Antonio, TX)
- …**The Role:** This position serves as a senior systems administrator and Tier 2 technical support specialist for a large campus site. The role has a primary ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… more
- Brunswick (Menomonee Falls, WI)
- …recreation._ **Position Overview:** Navico Group is seeking a **Senior Technical Specialist ** to enhance service delivery across our electronics solutions network. ... + Serve as a primary contact for electronic solutions support via phone and email + Manage service order...growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical… more
- Edward Jones (St. Louis, MO)
- …**What You Will Do** As a Portfolio Consultant you will: + Partner with and support branch teams as Home Office investment specialist to deliver the high-quality ... planning, products, and services required to meet our client's most important wealth management needs and goals. Through robust collaboration and detailed analyses,… more
- First Horizon Bank (Tampa, FL)
- …for advising your clients on building, preserving, and managing their wealth , risk management solutions, business transition strategies, etc. You will utilize ... advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with… more
- Deloitte (Atlanta, GA)
- AML Project Delivery Specialist -Project Delivery Specialist - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who ... a collaborative environment? As an experienced AML Project Delivery Specialist you will have the ability to share new...to work with our AML and sanctions team to support client service delivery. Through your participation in these… more
- US Bank (Tempe, AZ)
- …Management (PWM) Client Services Team Leader is responsible for leadership of the support staff for Private Wealth Management. Has direct responsibility for ... the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and US Bank. Manages teams of… more
- US Bank (Portland, OR)
- …problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist . Works proactively to ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Service Specialist About the Role We're looking for an experienced Client Service Specialist to join a boutique wealth management firm. This is primarily a ... via email and phone, focused on delivering exceptional service and operational support . You'll manage client requests, collaborate with advisors, and help streamline… more
- Citigroup (New York, NY)
- …10 years of experience in markets, preferably within private banking or a wealth management setting. The successful candidate will have a deep understanding of ... + Lead the Trading Analytics and Insights team to support the capital markets business. + Aggregate data across...engagement and regulatory items + Partner with digital and specialist teams to focus on product alignment and identify… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Specialist About the Role We're seeking a skilled Client Service Specialist to join a boutique wealth management firm. This role is primarily ... + Maintain CRM and portfolio management systems (Salesforce, Orion). + Support meeting preparation and contribute to process improvements. Benefits & Perks… more