- Mirador (Jacksonville, FL)
- … services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance- reporting requirements of Family ... maintenance & setup - you will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include:… more
- HUB International (Bethesda, MD)
- …about our talent. We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our **Bethesda, MD** ... risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning...+ Run reports and provide status updates to senior client service associate (s) on new account forms,… more
- Raymond James Financial, Inc. (Columbia, SC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... and prospecting for new clients. * Prepares various business summary reports and client -specific reporting as needed for review by the financial advisor. *… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …Excel and PowerPoint. -Knowledge of the Fifth Third banking systems is preferred. Sr. Client Service Associate , Wealth & Asset Management LOCATION -- Fort ... needs. Builds effective relationships with Private Banking team to enhance the client experience. Responsible and accountable for risk by openly exchanging ideas and… more
- M&T Bank (Syracuse, NY)
- …+ Complete other related duties as assigned. **Scope of Responsibilities:** The Senior Wealth Associate provides comprehensive support to the Wealth Advisor ... Advisor role. **Primary Responsibilities:** + Work closely with Wealth Advisor to manage client relationships to...The position also provides coaching and guidance to the Wealth Associate to support their growth away… more
- BlackRock (New York, NY)
- **About this role** **Product Manager, Aladdin Wealth Tech** New York **About this role** This product management role will work on Aladdin Wealth Tech's ... pillar, which focuses on developing and visualizing useful analytics, reporting , and storytelling capabilities for financial advisors, bankers, and other… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Linkedin with your updated resume to be considered for the opportunity below. Our client is a fast-growing and prestigious private wealth management firm! + New ... Day to day of the role: + Run performance reporting and analyzing contribution and attribution effects + Run...your series 65 and other professional designations + Very client focused firm - 99% clients are from referrals… more
- Morgan Stanley (New York, NY)
- …Client Technology, Investment Products & Markets Technology, Client Reporting , Core Processing, Private and International Wealth Management Technology, ... other Morgan Stanley sponsored benefit programs. **Job:** **Management* **Title:** *Strategy Associate - Wealth and Investment Management Technology COO Office*… more
- JPMorgan Chase (New York, NY)
- …and Tax reporting team defines and executes on the strategy for 3 client facing reporting products that impact all 5+ million investment account holders and ... technology teams covering 10 scrum teams. As a Senior Associate in JP Morgan Wealth Management, you...owner to develop an offering solution for the selected Wealth Advisor and client segment. You will… more
- Broadview FCU (Albany, NY)
- …Provide outstanding member service and bring to life each step of T he Client Experience. Know our clients and help enhance their relationship with Broadview FCU . ... Collaborate with Operations Team to assure timely and accurate completion of all client cases and interactions. Fully leverage technology to drive service levels. S… more
- JPMorgan Chase (New York, NY)
- …back offices), such as client relationship management, account opening, consolidated client reporting , enhanced performance and risk reporting + Think ... Business Transformation Office (BTO) in New York as an Associate . This role offers the opportunity to be part...roadmaps to support cross-functional change + Leverage understanding of client and advisor wealth management processes (front,… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …benefits and more details, please reach out to Michael Lauer Menlo Park (hybrid schedule) Associate Wealth Advisor (Tax) Up to 140K + Bonus Our client ... management across 150+ families. They are looking for an Associate Wealth Advisor who specializes in Tax...reporting system + Assist in the execution of client recommendations + Run financial projections for clients using… more
- Citigroup (Jacksonville, FL)
- The Licensed Client Service Assoc is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards ... of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. +… more
- Mirador (Stamford, CT)
- … services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance- reporting requirements of Family ... Solutions Associate Grounded in Wall Street and enabled by...fundamentally changing one of the world's largest growing industries-financial reporting . Other companies may offer similar services, but we… more
- Regions Bank (Charlotte, NC)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ... Collaborates with internal business partners to provide a broad range of wealth products and services including; financial planning, asset management, personal trust… more
- JPMorgan Chase (Plano, TX)
- **ASSET WEALTH MANAGEMENT ONBOARDING OPERATIONS ASSOCIATE PRODUCT OWNER** As a member of the Onboarding Product team, you will work to understand the needs and ... of experience in Product or Project Management + 1-3 years of experience in wealth management client onboarding + Ability to prioritize workload + Prior… more
- ADP (Alpharetta, GA)
- …to deliver exceptional quality service to clients on health and wealth activities. Drive associate engagement, retention, talent/career development, performance ... and operational standards. Monitor cases, service level agreements (SLAs) and client satisfaction. Utilize call monitoring, tNPS, NPS and additional channels to… more
- BlackRock (Wilmington, DE)
- …platform, ** Wealth -** differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations-** core ... trillion in assets on behalf of investors worldwide! **About Client Experience** Our mission within the Client ...client operations teams driving reporting , billing, and onboarding due diligence across the globe,… more
- Morgan Stanley (Purchase, NY)
- …to various regulatory bodies including the SEC, FCA, ESMA and CFTC. The Regulatory Reporting team seeks an analyst/ associate with a keen interest in finance and ... will primarily be responsible for review of regulatory filings. Aspects of reporting include, client portfolio exposures and liquidity, counterparty exposures… more
- Neuberger Berman (New York, NY)
- …by utilizing various in-house portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis. + ... **Summary:** The Client Associate will provide comprehensive operational... Wealth Advisor Team within Neuberger Berman Private Wealth . The candidate will enhance the client … more