- Bank of America (Cleveland, OH)
- … client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of ... with regulatory and legal requirements, while assisting with the Private Bank client management process...School or equivalent **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank… more
- JPMorgan Chase (Houston, TX)
- …JP Morgan is the place for you! As a Client Service Associate within the US Private Bank at JP Morgan you will be responsible for maintaining, deepening ... the primary point of contact for all service related needs of a Private Banking client . This will entail working in a complex team-oriented and fast paced… more
- Citizens (Boston, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... white glove experience to clients that results in long-term client loyalty. The Client Relations Manager assists...and/or Other Professional Credentials + 5+years of experience with private bank clients in supporting relationship manager… more
- JPMorgan Chase (San Francisco, CA)
- …like to hear from you. Job responsibilities + Providing legal advice and support to the US Private Bank 's client -facing teams, including client ... The US Private Bank Front...The US Private Bank Front Office Legal team...Bank 's digital platforms and services. + Advising on client relationship matters, including non-standard client requests… more
- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... retain client relationships. The CRA will be an active member...and your career. For 200 years, Key has opened doors in our communities. Let us open one for… more
- Citigroup (Miami, FL)
- …CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, In-View, DMS, WINS, ... process improvements. **Compliance/documentation/control:** + Thoroughly understand and apply all Citi Private Bank policies and processes, and implement changes… more
- Citigroup (Costa Mesa, CA)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- City National Bank (Los Angeles, CA)
- * Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... in Private Bank and Consumer Bank Management meetings regularly; represents Client Servicing...for any part of the employment process. Please contact us via [email](mailto:###@cnb.com) or leave a message at ###.… more
- Citigroup (New York, NY)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Citigroup (New York, NY)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more