• Wealth Management , USPB Client…

    JPMorgan Chase (Tempe, AZ)
    …Money Laundering (AML), and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client & client-facing teams to ensure all ... time of account opening & KYC. The Client Onboarding Officer will assist with the drafting and gathering of...years of experience within a financial services, operational or compliance fields + Strong written and oral communication skills… more
    JPMorgan Chase (05/17/24)
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  • Estate Settlement Trust Officer

    Edward Jones (Tempe, AZ)
    …could enhance is yours. **Job Overview** Position Schedule: Full-Time **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for leading ... by leading the strategy and evolution of the firm's wealth management offering. Part of the Products...responsible for the administration of trusts, estates and investment management accounts. As an Estate Settlement Trust Officer more
    Edward Jones (05/29/24)
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  • Market Administrator

    Morgan Stanley (Scottsdale, AZ)
    …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Market Administrator* **Location:** ... Market Management Team (including Market Manager, Market Business Service Officer , Senior Risk Officer and Associate Market Manager). Responsibilities… more
    Morgan Stanley (04/26/24)
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