3 private wealth client associate jobs found

Associate, Tax Credit Operations (New Market Tax Credit) Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank division of Capital One, consisting of a portfolio of tax credit investment products including New Market Tax Credits and Alternative Energy Tax Credits.   Associates on the Tax Credit Operations team develop expertise in areas such as: closing, booking, funding, servicing and account reconciliation.  Responsibilities : Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit Perform duties supporting new deal closings and exits Process loan and equity requests (draw downs, pay...

Interview Operations Lead -Associate- Fully Onsite The Interview, Scheduling, Logistics team is looking for an Interview Operations Lead Associate to lead recruiting suite operations with clients to deliver on people initiatives and talent strategy.  Responsibilities:  Leadership & Multi-Site Coordination Team Lead: Directly lead a team of interview facilitators across three distinct geographic locations supporting in-person interviews Operational Oversight: Prepare and maintain the scheduling and facilitation operations for three dedicated recruiting suites. Ensure all processes are documented and maintained to care for a seamless in-person experience for both candidates and interviewers.  Escalation Management: Serve as the primary point of contact for complex interview facilitation issues for both candidates and internal business partners Strategic Partnership: Collaborate closely with recruiters to ensure the end-to-end hiring process is...

Senior Operations Coordinator - Richmond, VA or Plano, TX - Work from home Senior Operations Coordinator - Richmond, VA or Plano, TX - Work from home Level: Senior Coordinator  Locations: Richmond, VA, or Plano, TX Type : Work from Home - Refer to Work from Home Living and Technology requirements below.  Department hours:   M-F: 1 PM - 10 PM EST / 12 PM - 9 PM CST Role Overview:  The Senior Operations Coordinator is an entry level role for the Cardmember Servicing team.  This person fulfills the basic and transactional servicing requests made via inbound phone or email.  This person uses multiple systems interfaces to research, diagnose, and resolve client needs. Participates in day to day processing functions of Operations (Inbound Customer Service – phone and email). Fulfills important customer financial and non-financial requests using a variety of agent tools (GUI-based, green screens). Identifies, researches, solves and/or responds to inquiries of...