- CIBC (Chicago, IL)
- …demonstrate** strong communication and presentation skills required to support the firm's client service teams. California residents - your privacy rights ... **What you'll be doing** The Separately Managed Account (SMA) Investment Associate is responsible for performing research and oversight necessary… more
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Advisor will have clients assigned to them and is responsible for ensuring exceptional client service and ongoing support. + This role requires direct, daily ... under Charlie O'Brien and shoot me a message! Our client is an independent registered investment advisor...'s Wealthscape, Schwab's Advisor Center + Proven ability to service private client advisory relationships + Retain… 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
- Guardian Life (New York, NY)
- …growth. You will take charge of driving data-driven insights for marketing investment optimization to drive budget efficiency and measurable business impact. The ... key performance indicators. + Lead a broad approach to media planning and investment , focusing on brand differentiation and business growth across both Group and… 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
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since ... Data Integrity : Maintain the integrity and accuracy of client and investment data within the firm's...to RedBlack is preferred + Schwab Advisor Services or Fidelity Wealthscape experience is good to have, but not… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …independent RIA located in the vibrant Bay Area, as a financial advisor. Our client is dedicated to crafting innovative investment management strategies for a ... to a broad spectrum of clients. Responsibilities: + Offer financial planning and investment advice to clients. + Develop tailored investment strategies and offer… 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
- 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
- Educational Testing Service (Washington, DC)
- …MD collaborates closely with functional areas, including assessment operations, customer service , technology, HR, and finance, fostering synergies to drive business ... and ensure the effective implementation of products and services. As a client -facing leader, the MD is accountable for cultivating relationships, gathering feedback,… more
- MS Walker (Springfield, MA)
- …+ Reimbursement for mileage/gas + Eligible for sick time accrual + Eligible for Fidelity Investments 401k contribution + Discounted Fitness Memberships + Free & ... and spirts industry, while getting excellent exposure to sales, operations and client relationship management. If you're a strong communicator, have incredible worth… more
- Insight Global (Tampa, FL)
- …ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by ... 5 years of hands-on financial planning or similar professional experience in an investment , wealth management, environment * Willing to work in the office, client… more