The Senior Client Advisor is generally the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices delivering sound and proactive investment, trust, fiduciary, tax and financial planning advice and counsel to high net worth clients and families Primary Job Accountabilities/ Responsibilities C

Develop and manage HNW and UWHN client relationships Drive new client acquisition Cultivate COI relationships Implement clients' management strategy and financial plan. Collaborate with the firm's investment team and portfolio managers to ensure client portfolios are managed in line with planning objectives. Assemble and lead the client team that serves the client i.e. po

Loan Closer Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information

Loan Administrator Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation infor

As a Help Desk Analyst, you will be responsible for providing timely and effective technical support to end users within our organization regarding a wide range of hardware, software, and network related issues. The ideal candidate will possess strong communication skills and a customer centric approach to problem solving. Position Responsibilities Maintain the confidenti

Responsible for structuring, underwriting and ongoing monitoring of middle market Commercial & Industrial (C&I) loans and Investor CRE/Multifamily loans. Loan types include owner occupied and investor Commercial Real Estate, Working Capital Lines of Credit and Term Loans. Position Responsibilities In conjunction with the Senior Credit Officer and Commercial Private Banker

Responsible for structuring, underwriting and ongoing monitoring of middle market Commercial & Industrial (C&I) loans and Investor CRE/Multifamily loans. Loan types include owner occupied and investor Commercial Real Estate, Working Capital Lines of Credit and Term Loans. Will work on the most complex loans in the portfolio. Position Responsibilities In conjunction with t