Top Finance Jobs

2 Days AgoSaved
Remote or Hybrid
USA
Senior level
Senior level
Machine Learning • Payments • Security • Software • Financial Services
Supports Asset Management Group product strategies, policies, procedures, and processes; provides solutions for exceptional client experiences; handles escalated fiduciary, compliance, and operational matters; monitors risk and escalated issues; participates in enterprise initiatives; and serves as backup to the AMG Product Specialist Advisor. The role requires knowledge of trust and fiduciary services, retirement and tax planning, IRA administration, financial-services regulations, and client relationship management.
Top Skills: Excel
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