דרושים United States, Los Alamos

Work with the Operations Team to support various projects, allowing a broad view of what happens in a professional environment. Follow up to P&L. Operational KPIs. Currently studying Biomedical Engineering;...

Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...

Directly supervises and coaches Associate Bankers to accurately handle paying and receiving transactions, delivers a great customer experience, and sends referrals to platform Bankers. Schedules the operations staff based on...

Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...

Be responsible for providing clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship...

Communicates with executives and line management to gather and convey relevant information. Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment. Proactively manages the calendar of...