- Truist (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… more
- Guardian Life (Pittsfield, MA)
- …who will be responsible for performing suitability reviews for life, annuities, brokerage and advisory products and oversight through testing of the tasks completed ... met while also ensuring the best interest of the client . In this role, you will apply industry knowledge...and trades for a variety of registered products and investment strategies, which may include but not limited to,… more
- JPMorgan Chase (Westerville, OH)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... strong commitment to diversity and inclusion. As a Licensed Investment Professional in JP Morgan Wealth Management, you will...when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …in Chicago, IL Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the firm ... specializes in providing investment banking for municipal, corporate, and advisory clients, as...municipal, corporate, and advisory clients, as well as institutional brokerage services for municipal bonds, global equities, taxable fixed… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …revenue generation) Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the ... Position: Investment Grade Sales Location: Onsite in either New...municipal, corporate, and advisory clients, as well as institutional brokerage services for municipal bonds, global equities, taxable fixed… more
- JPMorgan Chase (Chicago, IL)
- …comprehensive pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior + Performs market research to understand the local needs ... + Lead strategy to package a robust set of investment solutions for investing excess reserve and strategic cash...portal that is integrated across banking channels & businesses ( Brokerage , Securities, Treasury Services, etc.) + Develop and manage… more
- PNC (Philadelphia, PA)
- …the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime brokerage experience, trade execution ... have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset… more
- JPMorgan Chase (Miami, FL)
- …nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing ... take your career to the next level. As an Investment Professional in the Latin America Private Bank, you...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- BlackRock (Princeton, NJ)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... Integrity, Trade Operations, Sponsors) to resolve issues and mitigate risk with a client service mentality. They will collaborate with team members to ensure the… more
- Charles Schwab (San Francisco, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and… more
- Charles Schwab (Atlanta, GA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more
- Vanguard (Malvern, PA)
- …them to achieve their investment goals. Not only does the self-directed client base rely on the Retail Brokerage Platform, Vanguard's advice technology also ... Vanguard's mission to give investors the best chance of investment success. Through our retail brokerage offer,...you invest with clarity, and when you invest with care , you can get so much more in return.… more
- Ally (Raleigh, NC)
- …client needs, focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service retail brokerage environment. * ... or 66 licenses required. * 1-5 years of prior investment or operations related experience. * Ability to communicate...client related support in the financial services or brokerage retail environment or related industry. * Solid interpersonal… more
- World Insurance Associates, LLC. (New York, NY)
- …and welfare plans, ideally gained in a benefit carrier service center and/or consulting/ brokerage firm + Strong client service orientation with a high sense ... World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top...260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead,… more
- CIBC (San Francisco, CA)
- …advisors to support business development activities and assist in the building of investment plans based on the client 's profile, goals, and risk/reward ... CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with private...**You engage with your heart and mind** . You care about people and understand different perspectives. You listen… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- HUB International (Hunt Valley, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... our talent. We currently have an opportunity for a ** Client Relationship Manager** to join our **Employee Benefits** team...working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. + Proficient in the use of… more
- Thrivent Financial (Westbury, NY)
- …Rogoff. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… more
- JPMorgan Chase (Newark, DE)
- JPMorgan Securities LLC offers security brokerage services providing investment products & services for institutional investors. JPMorgan's North American Cash ... Equities Client Services is the primary point of contact for...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- PNC (Pittsburgh, PA)
- …or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with ... opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you...the manager's discretion. Experience working with/for a Fiduciary, a Brokerage , in Banking, or in any other part of… more