- 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
- Bank of America (Atlanta, GA)
- … experience required + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge ... Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client… 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 (Charlotte, NC)
- …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
- Bank of America (New York, NY)
- …knowledge and understanding of investment products **Desired Qualifications:** + Previous wealth management client associate experience strongly preferred ... Registered Wealth Management Client Associate New York,...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- Bank of America (Boca Raton, FL)
- …responsibility + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... Registered Wealth Management Client Associate Boca Raton,...multiple communication methods to ensure a consistent and exceptional client service experience . + Act as a… more
- Neuberger Berman (Dallas, TX)
- …a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing... & Skills Qualifications:** + 2+ years of proven client service/support or related experience in the… more
- US Tech Solutions (Brooklyn, OH)
- …+ Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation. + Minimum of three years experience in areas of bank ... average PC skills including MS Excel, Word, and PowerPoint. **PREFERRED QUALIFICATIONS** Experience with Wealth Portal, Global Plus, IBX Tools, Salesforce,… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek,...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/Walnut-Creek/ Wealth -Management- Client -Associate\_25037401) **Job Description:** Merrill Wealth … more
- TIAA (Charlotte, NC)
- ** Wealth Client Relationship Manager** The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client ... additional WM products and services. **Educational Requirements** + University (Degree) Preferred ** Work Experience ** + 2+ Years Required; 3+ Years Preferred… more