- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... and platforms. A strong emphasis is placed on providing an exceptional client experience , which necessitates detailed knowledge of products, platforms, and… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
- Nuveen Investments (New York, NY)
- …an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors ... ** Wealth Client Relationship Manager** Wealth...from start date. **Educational Requirements** + University (Degree) Preferred ** Work Experience ** + 2+ Years Required; 3+… more
- JPMorgan Chase (Woodbury, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management is committed to providing exceptional service to our clients and business partners. The Client Skills Training team provides ... this. In this role, you will be responsible for supporting the global AWM Client Skills Training team as it relates to the design, development, and deployment of… more
- KeyBank (New York, NY)
- …coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office experience . While serving UHNW ... of client servicing and execution of the client experience . + Develops a strong understanding...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
- Neuberger Berman (New York, NY)
- … role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying and ... online access portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech… more
- Neuberger Berman (New York, NY)
- …users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible… more
- Citigroup (East Meadow, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... Global Wealth at Work . The Senior Wealth Advisor will offer...policies and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage… more
- Citigroup (New York, NY)
- …and capital solutions. Our comprehensive reach spans the US Retail Bank, Citigold/Citi Private Client , Wealth at Work , and the Private Bank, enabling us ... and regulatory requirements. + Coordinates with the business the Wealth Technology book of work and partners...implement procedural and technology changes to improve the Citi's client experience . + COO leads our business… more