- Fidelity TalentSource LLC (Merrimack, NH)
- …products, services, or processesExperience with brokerage products and services, brokerage operations, or client service operations including familiarity ... wide array of brokerage products and services, brokerage operations, retail client services, and digital...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:A Commission Analyst works closely with Pricing, Client Service Managers, Client Integration Analysts, Relationship Managers, and ... consultation, entering, and testing schedules.Act as point of contact for Clearing Client Service Managers, Clearing Client Integration Analysts, Clearing… more
- Russell Tobin & Associates (Baltimore, MD)
- …responsible for matching and exception processing for our clients FXPB transactions, client service , and risk management. This role involves coordination and ... are we looking for in our 14634-Operations Support-MD? Job Title: FX Prime Brokerage Operations Support Associate (contract) Location: Baltimore, MD (Hybrid - 3… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …of the brokerage marketplace, particularly of ultra high net worth client needs and requirements. Ability to travel extensively within territory A proven track ... single and multi-family offices and ultra wealthy investors. We provide custody, brokerage and investment services, in addition to reporting services. Clients choose… more
- Fidelity TalentSource LLC (New York, NY)
- …consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and ... Job Description:For you, client interactions aren t just transactions. They re...Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …for assisting with leading the RSS team members who support clients ( brokerage firms and investment advisors) in selling restricted / control securities for ... their client s pursuant to SEC regulations and insider trading...small but highly motivated team of professionals delivering excellent service with a keen eye towards regulatory compliance. You… more
- Fidelity TalentSource LLC (Boston, MA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:For you, client interactions aren t just transactions. They re...Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Fidelity TalentSource LLC (Boston, MA)
- …coordination, including mentoring junior associates and leading teams to facilitate excellent client service . (Note this role may include managing other ... to focus on three key experiences: 1) We are client focused. Our work with clients is oriented around...welfare plans, preferably gained in a benefit consulting or brokerage firmUnderstanding of complex business issues and challenges facing… more
- Fidelity TalentSource LLC (Wayne, NJ)
- …in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual ... drive business opportunities by building a strong sales and service team that will embrace the company brand and...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Capstone Logistics, LLC (Peachtree Corners, GA)
- …Our suite of integrated solutions spans warehouse management, freight brokerage , last--mile delivery, reverse logistics and related payment processing. Capstone ... states and Canada. Our customers are primarily focused in the grocery, food service and retail end markets. SCHEDULE: Monday- Friday, Typical Corporate hours Main… more
- Truist (Orlando, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Coral Gables, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Thrivent Financial (Scottsdale, AZ)
- …financial services practice for Thrivent is looking for a full-time Practice Support Associate ( Client Service Administrator). This is an incredible ... this role is a great fit for you. Position Summary: The Practice Support Associate ( Client Service Administrator) position is critical for providing leverage… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will ... the manager's discretion. Experience working with/for a Fiduciary, a Brokerage , in Banking, or in any other part of...other part of the Financial Industry is preferred. The Client Service Associate serves as… more
- City National Bank (Los Angeles, CA)
- ** CLIENT SERVICE ASSOCIATE SENIOR CNS** **WHAT IS THE OPPORTUNITY?** Serve as a registered representative for City National Securities (CNS). Process stock, ... Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for… more
- Wells Fargo (Pittsburgh, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- WTW (Detroit, MI)
- …is not offered for this specific job opportunity. **The Role** + Partnering with client service team leader to deliver superior project management + Providing ... As a Health and Benefits Associate you will contribute to a wide variety of projects involving...superior client service in response to day to day service… more
- CIBC (San Francisco, CA)
- …full- service division of CIBC serving our high net worth clientele. As a Client Support Associate , you will work closely with private bankers at CIBC Chicago ... clients to offer support, uncover business opportunities and proactively improve the client experience. You will gain experience to advance your career into other… more
- Wells Fargo (Parker, CO)
- **About this role:** Wells Fargo is seeking a Part -Time Client Associate working 17.5 hours a week, in Wealth and Investment Management as part of Wells Fargo ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Wells Fargo (Wilmington, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
