- Truist (Columbia, MD)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Jersey City, NJ)
- …team, you will be responsible for managing some of our Top Tier Prime Brokerage client relationships and supporting the global corporate actions teams. The team ... focus specifically on Middle Office Asset Servicing (Corporate Actions). As an Asset Servicing Client Service Senior Associate in the Prime Middle Office… more
- JPMorgan Chase (Jersey City, NJ)
- …and external parties, to identify inefficiencies and manage improvement operations. As an Associate II within the Prime Client Operations team, you will serve ... Join a dynamic team responsible for Prime Brokerage Clients. The team partners with various internal...scope are "Equity, FI, REPO, and Options.", + Process client trades files, monitor Trade Exception Manager and sign… more
- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Ann Arbor, MI)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Texarkana, TX)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, ... Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Securities Operations Associate to join the Client Mailing Team within Wealth & Investment Management. Learn more ... and achieve goals + Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial… more
- US Bank (Spokane Valley, WA)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- Coldstream Wealth Management (Mercer Island, WA)
- …opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor industry ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...with a finance or related focus is strongly preferred Keyword: Client Service Associate From: Coldstream Wealth… more
- WTW (Milwaukee, WI)
- **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety of projects involving the design, financing, and ongoing management of ... projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the… more
- Coldstream Wealth Management (Seattle, WA)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...plus an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is ... work alongside experienced advisors, and grow within a collaborative, client -focused environment. You'll enjoy strong mentorship, professional development support, a… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... select projects, interface with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You will have the… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork...in customer contact + 2 years of experience in investments/ brokerage industry and securities regulations + 2 years of… more
- US Bank (Denver, CO)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more