- CIBC (San Francisco, CA)
- …administration and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex transactions… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …or BS/BA is preferred. + Brings a minimum of 3 years of successful banking/ investment client service experience + Experienced operating in an environment ... enhance client experience. + Provides proactive day-to-day client service by anticipating client ...contacts both inside and outside of the organization (eg Fidelity and client CPA) in order to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …as money transfers, account consolidations, and website access. + Collaborate closely with the client service team to prepare for client meetings, including ... client reports. + Ensure the correct execution of client service procedures within the firm and...degree strongly preferred. * Experience working with custodians (Schwab/TDA, Fidelity , Pershing) for client requests and problem… more
- Guardian Life (New York, NY)
- …in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management. + Partner with FRs ... products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products… more
- Mirador (Jacksonville, FL)
- …of financial instruments -Experience with RIA/Wealth Management Policies, Procedures and Client Service -Experience working with a wirehouse or custodians ... expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth...such as Pershing, Schwab, or Fidelity -Proactively assess and act upon client … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Espejo via LinkedIn or Email for fastest consideration for this opportunity. Join our client , an independent RIA in the vibrant Bay Area as a financial advisor. They ... craft innovative investment strategies for a diverse clientele, from institutions to...to visionary founders. Transition from corporate giants to a client -centric culture. This isn't just a job-it's your gateway… more
- UMB Bank (Kansas City, MO)
- …SEI and Fidelity Wealthscape. **Bonus points if:** + You have demonstrated client service experience within a wealth management institution. + You have ... + You possess general knowledge of new account opening, investments , client onboarding requirements and cash management....knowledge of Personal Trust, Custody, and Investment management service offerings and account types.… more
- Guardian Life (New York, NY)
- …The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify ... you will provide individual FRs wealth management solutions to a specific client situation leveraging their understanding of the available accumulation and income… more
- UMB Bank (Kansas City, MO)
- …the ability to think creatively. + General knowledge of new account opening, investments , client onboarding requirements and cash management. + Organize and ... UMB custody and clearing platforms such as SEI and Fidelity Wealthscape Proficiency with eMoney client portal...+ You have knowledge of Personal Trust, Custody, and Investment Management service offerings and account types.… more
- HUB International (Carlsbad, CA)
- …as effective time management and organizational practices + Results-oriented with strong client service emphasis and focus + Excellent interpersonal and strong ... Advocate** **Position Summary** Working within the Claims Department in a client -facing role, the successful candidate will apply their experience in providing… more
- HUB International (Scottsdale, AZ)
- …and DocuSign materials + Learn to create Docusign templates for the office + Create client accounts for Charles Schwab/ Fidelity + Create client accounts in ... also file hard copy + Learn Charles Schwab and Fidelity platforms + Run quarterly reports for institutional side...business + Obtain notary + Mail out paperwork and client gifts + Create, order, and mail out Holiday… more
- Citigroup (Irving, TX)
- …of the Organization** Citi, the leading global bank, has approximately 200 million client accounts and does business in nearly 160 countries and jurisdictions. We ... customers. USPB provides market leading banking, cards, lending, and investments products to its customers. We are looking for...a large team that design industry and market leading client solutions that are poised to exceed client… more
- Guardian Life (Pittsfield, MA)
- …supervisory requirements are being met while also ensuring the best interest of the client . In this role, you will apply industry knowledge and application of the ... new account reviews, trade reviews, email supervision, structured notes & alternative investments ! **You are** + A personable and reliable self-starter who requires… more
- UMB Bank (Dallas, TX)
- …sales skills with acumen to close new business. + You have knowledge of client service , advice delivery and operational best practices. + You have knowledge ... such as CFP or CFA. + You have demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment. +… more
- Robert Half Finance & Accounting (Worcester, MA)
- Description Our client is an established independent registered investment advisory firm and looking for an Investment Advisor to join their team. The ... existing clients, gathering and analyzing financial data, and being the primary client contact. The role involves maintaining high-quality service standards and… more
- UMB Bank (Leawood, KS)
- …as SEI and Fidelity Wealthscape. + You have proficiency with eMoney client portal and financial planning software. + You have proficiency in Workday, Peoplesoft, ... custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the ... to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Position… more
- Meta (Columbus, OH)
- …solutions to: i) drive better understanding of security risk & enable investment decisions through automation, monitoring, and tracking of Meta's security tools, ... that design, build, and own software solutions that scale high fidelity security risk contextualization, tracking, and reporting 2. Understand and influence… more
- Meta (Columbus, OH)
- …solutions to: i) drive better understanding of security risk & enable investment decisions through automation, monitoring, and tracking of Meta's security tools, ... that design, build, and own software solutions that scale high fidelity security risk contextualization, tracking, and reporting 2. Understand and influence… more
- Guardian Life (Bethlehem, PA)
- …stakeholders. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of ... to improve them to drive efficiency and an improved client experience. **You have:** + 5+ years of training...retirement plan with a company match, plus an annual age/ service -based Company contribution and an annual profit-sharing contribution, if… more