• Wealth Operations Account…

    HSBC (Buffalo, NY)
    …activity to support our International Wealth and Premier Banking clients. As our Wealth Operations Account Servicing Manageryou will: + Be ... report to the US Head of Wealth Operations and responsible for oversight of account ...requirements + Provide leadership, guidance and mentorship to the Wealth Servicing Operations team +… more
    HSBC (09/02/25)
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  • Head of Wealth Business Management…

    TD Bank (New York, NY)
    …activities such as Client Onboarding, Money Movement, Account Maintenance & Servicing + Leads Administration team for Wealth , with responsibility for Advisor ... + Strong technology acumen, comfortable with IT systems that support wealth management operations + S7, S24, S27, Life & Health with detailed understanding… more
    TD Bank (08/27/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …policies and federal regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients. + **Client Support** : ... NB Private Wealth is Neuberger Berman's direct-to-client wealth ...client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks. + ** Account Maintenance** :… more
    Neuberger Berman (07/18/25)
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  • Retail Territory Manager - Long Island

    Stanley Black and Decker (Farmingdale, NY)
    …for managing your retail accounts and managing your daily activities including retail account visits. In this role, you will be responsible for analyzing metrics in ... territory sales plans. + Work closely with the Sales Operations team to inform them on your needs to...of monthly district meetings and quality walks to assess servicing accountability and drive corrective actions. + Leveraging sales… more
    Stanley Black and Decker (08/27/25)
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