- Bank of America (Melville, NY)
- … 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 (Chicago, IL)
- …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 fostering, improving, ... serve as the primary contact for all service-related needs of a Private Banking client . Your role will necessitate working in a dynamic, team-focused environment… 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 (Jersey City, NJ)
- …processes, and collaborate with various teams to enhance the online experience for Private Bank clients. This role requires innovation and the ability to ... across AWM needed to run our business, such as client and account data, reference data, product data, securities...data, transactions and holdings, and index data. As a Client Information Product Delivery Lead within the Asset &… 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
- JPMorgan Chase (Jersey City, NJ)
- …for a product, product line, and/or product portfolio. As a Senior Product Associate in the US Private Bank Product team, you will leverage your expertise in ... office and operations teams to deliver a seamless and integrated approach to the Private Bank client online experience. This will entail working in a complex… 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