- WSFS Bank (Wilmington, DE)
- …assignedJob Responsibilities: Responsible for supporting the Trust Relationship Officer and client interfacing personnel in providing high level service delivery ... Cash Connect(R), NewLane Finance(R), Powdermill(R) Financial Solutions, WSFS Institutional Services (R), WSFS Mortgage(R), and WSFS Wealth (R) InvestmentsServing… more
- Hired by Matrix (New York, NY)
- …ready to build your career by joining a global financial institution? If so, our client is hiring an Accounting Assistant - Sr! What You'll Do: Execute quality ... to enhance organizations' team capacities for over three decades. As a full- service search firm, we partner with companies across industries, including Financial … more
- Randstad US (Watkinsville, GA)
- …team of Financial Advisors. Please if you have excellent customer/ client service experience and have worked in a Wealth Management environment, specifically ... financial advisor assistant - wealth management. + watkinsville , georgia...executives effectively both orally and in writing to provide client experience like a 5 star hotel. Maintain confidentiality.… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Underwriting Assistant as part of the Bank Collateral Monitoring team within Wealth and ... and monitoring for out of compliance alerts. The Senior Assistant will assist in those various activities which also...area + Be responsible for providing asset-backed lending support services in operations, documentation, and customer service … more
- The Croghan Colonial Bank (Fremont, OH)
- …This position assists department staff by being responsible for many areas of client service . Responsibilities include, but are not limited to, coordination and ... Wealth Management Administrative Assistant , Full-time -...verification, special event marketing, preparing materials for and scheduling client reviews, and overall client service… more
- HUB International (Jupiter, FL)
- …community support and involvement through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. ... risk management, life and health, employee benefits, investment and wealth management products and services . With over...assigned by the manager Qualifications: + Florida 4-40 Customer Service license required; must be willing to obtain 20-44… more
- HUB International (Hato Rey, PR)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . With over 18,000 employees in ... Gives** **The opportunity Summary:** Join us today as a Client Executive Assistant ! HUB PR's Client...the Account Executive to ensure top of the line service . CEA will partner with the Account Executive to… more
- HUB International (Hato Rey, PR)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . With over 18,000 employees in ... involvement through HUB Gives** **The opportunity Summary:** HUB PR's Client Executive Assistant works closely with the...the Account Executive to ensure top of the line service . CEA will partner with the Account Executive to… more
- HUB International (Gardner, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . Becoming a part of HUB means ... their own unique, regional culture. We currently have an opportunity for an ** Assistant ** **Account Manager** (with potential for hybrid work) to join our **… more
- Morgan Stanley (Houston, TX)
- …retirement, and trust services . The WM and US Banks Financial Crimes Risk Assistant Vice President (AVP) is part of Wealth Management and the Morgan Stanley ... Federal Reserve Bank, etc.); * Experience focused on examining potential clients' source of wealth during the client onboarding process; * Have an Associates or… more
- Thrivent Financial (Savannah, GA)
- …assigned. The Administrative Assistant reports to and is employed by Hess Wealth Management. This position is a full-time position, in office, Monday - Friday. ... to maintain integrity of sensitive/confidential information + Basic understanding of Hess Wealth Management, our products and services , and Thrivent Financial… more
- City National Bank (Newark, DE)
- **LEAD CLIENT SERVICES OFFICER** **WHAT IS THE OPPORTUNITY?** Oversee the City National Securities Investment Relationship Officers and Assistant Investment ... Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment Officers and licensed representatives in client … more
- Alight (San Juan, PR)
- …to coordinate case management and support update activity reports. . Processing LOA assistant will support the Client Specialist by tracking cases and carrying ... Leave of Absence (LOA) Administration is an exciting optional service offered to clients in Puerto Rico. The team...Alight is a leading cloud-based human capital technology and services provider that powers confident health, wealth … more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... we have been helping our clients protect their current wealth and create long-term financial plans for more than...messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem… more
- University of Pennsylvania (Philadelphia, PA)
- … of health and wellness programs and resources, and much more. Posted Job Title Customer Service Assistant B (Penn Vet) Job Profile Title Customer Service ... Assistant B Job Description Summary The Customer Service Assistant will be a leader and...trained to work in all 3 areas of Clients Services (Appointment Desk, Front Desk, and ES Front Desk)… more
- Morgan Stanley (New York, NY)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Assistant Vice President First Line ... Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth … more
- Morgan Stanley (Purchase, NY)
- …Stanley's Wealth Management Investment Solutions organization is seeking an Executive Assistant with a strong interest in financial services to support ... equal opportunity employer committed to diversifying its workforce(M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Investment Solutions - Executive Assistant… more
- Morgan Stanley (Wayzata, MN)
- …of experience with an investment, commercial or private bank * 2 years of client service , business development and/or Sales Desk experience * Experience in ... business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services … more
- HUB International (Scottsdale, AZ)
- **Summary** The Administrative Assistant is an integral member of our team. They are often the first face our customers see or speak with daily. A successful ... Administrative Assistant will always be friendly and helpful. They are...well as providing support to other department members. **Responsibilities:** ** Wealth Management Team Support** + Greet all callers with… more
- Thrivent Financial (Ann Arbor, MI)
- Organization/Business Overview: COR Financial Group, an established financial services practice for Thrivent in Ann Arbor, Michigan is looking for a full-time ... Assistant Director of Administration. Are you a self-motivated individual with a service -oriented mindset? If so, we would be excited to discuss how COR Financial… more
