- Citigroup (New York, NY)
- The Customer Service Senior Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the ... Customer Service team. The overall objective of...Customer Service team. The overall objective of this role is...description provides a high-level review of the types of work performed. Other job-related duties may be assigned as… more
- Citigroup (New York, NY)
- The Customer Service Intermediate Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with ... the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support.… more
- Bank of America (New York, NY)
- …Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** ... Private Wealth Relationship Manager New York, New York **To...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- BankOnBuffalo (Buffalo, NY)
- …* 1865 Wealth Advisors Job Type Full-time Description The Wealth Partner Team Leader provides outstanding personalized service to their ... marketing and business program development. They cater to the customer with a focus on growing and protecting the...impact on the communities in which they live and work . KEY RESPONSIBILITIES + Work closely with… more
- Citigroup (New York, NY)
- The Head of Business Execution - CIO will report directly into the COO for Wealth and Matrix report into the CIO for Wealth and be a member of both the COO and ... CIO leadership teams. Citi Wealth is a leading provider of financial solutions for...Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **To...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/ Wealth -Management-Client-Associate\_25019110) **Job Description:** Merrill Wealth Management is… more
- Bank of America (New York, NY)
- …and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending ... Credit Product Specialist, Global Wealth & Investment Management New York, New York...and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth.… more
- JPMorgan Chase (Fayetteville, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you...self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and… more
- Tompkins Community Bank (Syracuse, NY)
- …Headquarters in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by ... delivering comprehensive wealth planning and coordinated financial strategies aligned with each...professionalism are essential to fostering trust and delivering exceptional service in a dynamic and client-focused environment. Position Goals:… more
- JPMorgan Chase (New York, NY)
- …clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity ... As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service ,...+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business… more
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