- Morgan Stanley (New York, NY)
- …providing a wide range of investment banking, securities, investment management and wealth management services . The Firm's employees serve clients worldwide ... Stanley's Wealth Management Global Investment Office (GIO) seeks an Executive Assistant with a strong interest in financial services to support several… more
- Commerce Bank (Tamiami, FL)
- …and private banking services . Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a ... client 's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce...for some roles. This compensation range is for the Wealth Management Assistant job and contemplates a… 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
- Zions Bancorporation (Salt Lake City, UT)
- …highly organized and proactive individual to join our team as an Executive Assistant for Zions Bancorporation's Wealth Management Division. The Executive ... Assistant will provide comprehensive administrative support to Wealth Management Leadership and other Wealth Management team members simultaneously. This role… 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)
- …with financial security and career satisfaction. **The Opportunity** Join us today as a Client Executive Assistant ! HUB PR's Client Executive Assistant ... brokerage that provides employee benefits, business, and personal insurance products and services . Throughout our network we have more than 530+offices and proudly… 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
- Comerica (Costa Mesa, CA)
- Senior Trust Client Assistant Comerica is a leading provider of trust and fiduciary services in the US and offers a wide range of products and services ... meet the fiduciary needs of our clients. The Trust Client Assistant Sr. plays a vital role...by serving as a support system for our Private Wealth Trust Advisors and their books of business. As… 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 (Tampa, FL)
- …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
- 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
- Morgan Stanley (Geneva, IL)
- …Bank, National Association ("Bank" or "MSPBNA") provides deposit and lending products and services to serve the needs of Wealth Management clients and seeks ... Morgan Stanley ("MS") is a global financial services firm that conducts its business through three...its business through three principal business segments-Institutional Securities, Global Wealth Management via Wealth Management (WM), and… 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
- Citizens (Philadelphia, PA)
- …primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and ... liaison between clients, financial advisor(s), and internal departments + Complete new client onboarding and service requests for existing clients +… 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
- Morgan Stanley (New York, NY)
- …Experience* *4 - 6 years of professional experience in product management or banking services *Banking, wealth management and/or top tier consulting firm with a ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Assistant Vice President Savings… more