- Citizens (Brooklyn, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... client 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisor who… more
- Capgemini (New York, NY)
- Client Partner ( Financial Services/Capital Markets) Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd ... Cloud, Digital, Data, and AI transformation. **Qualifications:** * 12+ years in senior client -facing roles within IT consulting and financial services. * Proven… more
- Publicis Groupe (New York, NY)
- …through designing the products and services their customers truly value. **Overview** **Senior Client Partner, Financial Services** The Senior Client Partner ... for driving growth and delivering transformative outcomes for top-tier Financial Services clients. This role combines executive-level relationship management,… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- Operations & Client Services Coordinator FINANCIAL SERVICES Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial ... a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. Dunham is an...management solutions and related services. As an Operations and Client Services Coordinator, you will be responsible for bridging… more
- Allied Universal (New York, NY)
- …and customers we serve. **Allied Universal(R) is hiring a Security Director for a Global Financial Client located in the Hudson Yards area of Manhattan.** As a ... scheduling:** Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime + **Lead and… more
- Citigroup (New York, NY)
- …Client Segments group in Core Trade that will focus on the Niche client segment that includes Financial Institutions (FI), Natural Resources (NR) and ... differentiate Citi Vs our industry peers. Trade Sales and client coverage teams will be the key partners to...and prioritize as needed. + Drive achievement of segment financial performance, revenue performance, and expense management goals as… more
- Bank of America (Santa Rosa, CA)
- Financial Center Client Service Representative Santa Rosa, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Rosa/ Financial -Center- Client -Service-Representative\_25044486) **Job Description:** At Bank of America,… more
- Thrivent Financial (Crete, IL)
- …will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with ... Summary This position provides licensed financial and non- financial support to Maar...in understanding economic trends, regulations, and other factors affecting client investments + Excellent writing skills + Very detail… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client -Service-Representative Santa-Maria- Financial -Center\_25036820) **Job Description:** At Bank of… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a global ... leader and innovator in the financial services industry. We believe that our employees are...Monitoring, and Trade Finance processes (collectively as Transaction Driven Financial Crime ("TDFC")) and policies of US Santander Corporate… more
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