- UMB Bank (Denver, CO)
- …and associates in the delivery of wealth management advice and solutions. As the ** Client Service Specialist II** , you will be administrating Investment ... accounts. You will act as a resource to other client service associates on the team, providing...+ You have knowledge of Personal Trust, Custody, and Investment management service offerings and account types.… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …or BS/BA is preferred. + Brings a minimum of 3 years of successful banking/ investment client service experience + Experienced operating in an environment ... enhance client experience. + Provides proactive day-to-day client service by anticipating client ...contacts both inside and outside of the organization (eg Fidelity and client CPA) in order to… more
- Robert Half Finance & Accounting (Oakland, CA)
- …on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn Client Service Specialist $80K-95K + Bonus + 6% 401k match Great Benefits ... and Vacation Time Growing Wealth Management Firm Position: Client Service Specialist Location: San Francisco (WFH...+ Proficiency in working with custodians such as Schwab/TDA, Fidelity , or Pershing for client requests and… more
- Guardian Life (Holmdel, NJ)
- …in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management. + Partner with FRs ... products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products… more
- Guardian Life (New York, NY)
- …growth. You will take charge of driving data-driven insights for marketing investment optimization to drive budget efficiency and measurable business impact. The ... key performance indicators. + Lead a broad approach to media planning and investment , focusing on brand differentiation and business growth across both Group and… more
- Mirador (Jacksonville, FL)
- …of financial instruments -Experience with RIA/Wealth Management Policies, Procedures and Client Service -Experience working with a wirehouse or custodians ... expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth...such as Pershing, Schwab, or Fidelity -Proactively assess and act upon client … more
- Fifth Third Bank, NA (Atlanta, GA)
- …transfer knowledge to FTWA advisors. + Manages, dispositions, and resolves daily Fidelity service alerts including home office approvals, account restrictions, ... the requisite activities related to account opening, on-going account service and maintenance, client , and advisor support,...for experience in a high net worth and/or institutional client setting + Good understanding of the investment… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since ... Data Integrity : Maintain the integrity and accuracy of client and investment data within the firm's...to RedBlack is preferred + Schwab Advisor Services or Fidelity Wealthscape experience is good to have, but not… more
- Citigroup (Irving, TX)
- …of the Organization** Citi, the leading global bank, has approximately 200 million client accounts and does business in nearly 160 countries and jurisdictions. We ... customers. USPB provides market leading banking, cards, lending, and investments products to its customers. We are looking for...a large team that design industry and market leading client solutions that are poised to exceed client… more
- HUB International (Scottsdale, AZ)
- …and DocuSign materials + Learn to create Docusign templates for the office + Create client accounts for Charles Schwab/ Fidelity + Create client accounts in ... also file hard copy + Learn Charles Schwab and Fidelity platforms + Run quarterly reports for institutional side...business + Obtain notary + Mail out paperwork and client gifts + Create, order, and mail out Holiday… more
- Guardian Life (Holmdel, NJ)
- …supervisory requirements are being met while also ensuring the best interest of the client . In this role, you will apply industry knowledge and application of the ... new account reviews, trade reviews, email supervision, structured notes & alternative investments ! **You are** + A personable and reliable self-starter who requires… more
- TEKsystems (Fairfield, IA)
- The client is located in Fairfield, IA. Must be open to going onsite! Job Description: 100% onsite role - will have the ability to move to hybrid (1-2 days from ... with processing brokerage paperwork. Will need to learn specific requirements for Pershing, Fidelity , and National. This is a very details oriented role. + Will be… more
- UMB Bank (Kansas City, MO)
- …sales skills with acumen to close new business. + You have knowledge of client service , advice delivery and operational best practices. + You have knowledge ... such as CFP or CFA. + You have demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment. +… more
- HUB International (Wilmington, MA)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB ... including property, casualty, risk management, life and health, employee benefits, investment , and wealth management products and services throughout the United… more
- MS Walker (Norwood, MA)
- …Blue Shield + Vision Coverage through VSP + Generous Paid-Time-Off Program + Fidelity Investments 401k + Disability, Life, Accident & Illness Insurance Packages ... and spirts industry, while getting excellent exposure to sales, operations and client relationship management. If you're a strong communicator, have incredible worth… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the ... to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Position… more
- Insight Global (Tampa, FL)
- …ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by ... 5 years of hands-on financial planning or similar professional experience in an investment , wealth management, environment * Willing to work in the office, client… more
- Compass Group, North America (Jersey City, NJ)
- …We are hiring immediately for a temporary FOH LEAD SUPERVISOR position. + Location: Fidelity Investment - 499 Washington Boulevard, Jersey City, NJ 07310. Note: ... Bonus Available + Pay Rate: $25.00 per hour. Free meals, uniforms and laundering service available at select locations. We Make Applying Easy! Want to apply to this… more
- Meta (Washington, DC)
- …solutions to: i) drive better understanding of security risk & enable investment decisions through automation, monitoring, and tracking of Meta's security tools, ... that design, build, and own software solutions that scale high fidelity security risk contextualization, tracking, and reporting 2. Understand and influence… more
- Meta (New York, NY)
- …solutions to: i) drive better understanding of security risk & enable investment decisions through automation, monitoring, and tracking of Meta's security tools, ... that design, build, and own software solutions that scale high fidelity security risk contextualization, tracking, and reporting 2. Understand and influence… more