- JPMorgan Chase (New York, NY)
- …client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering ... unparalleled service. As a Client Experience Specialist in the...with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients… more
- First Horizon Bank (Key Largo, FL)
- …in job posting **Summary** Provide assistance to the Commercial and Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Commercial ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client...High school diploma or GED and 5+ years of experience or equivalent combination of education and experience… more
- Regions Bank (Fort Walton Beach, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a ... (insurance, deposits, consumer credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be...GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor's degree… more
- Bank of America (New York, NY)
- …(concentrated in Finance or related field) + 8-10+ years of alternative experience , preferably within private equity origination or deal sourcing **Desired ... Private Equity and Real Assets Sourcing and Origination Senior Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a… more
- Citizens (NV)
- Description The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth ... you will help to increase customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as the… more
- Umpqua Bank (Lake Oswego, OR)
- …or equivalent, preferred. + 2-4 yearsClient facing experience in Private Banking or related banking/ client service experiencerequired. + Strong attention ... Private Bank Support Specialist Wealth Management...Heart, Enjoyment, and Relationships. **About the Role:** Provides unique client service experience tohigh-net-worthPrivate Bank clients. Responsible… more
- Citigroup (Beverly Hills, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Commercial Real ... specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility. The CRE Product Specialist is required to… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction ... between the client and Huntington Bank in terms of establishment of...deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed… more
- Huntington National Bank (Birmingham, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington ... sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge… more
- JPMorgan Chase (New York, NY)
- …of business and across functions is paramount in delivering a world-class offering and client experience . The candidate will be familiar with the life insurance ... The Life Insurance Specialist will provide support to advisors across JP...experience + Relevant years within financial services the Private Bank preferably and a leadership role + … more