- CIBC (San Francisco, CA)
- …administration and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex transactions… more
- JPMorgan Chase (Boston, MA)
- …Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & ... the role for you. As an Associate II in Investment Middle Office Services - Client Operations,...+ Be a communication source for escalation of issues, service updates, and progress updates for the Client… more
- JPMorgan Chase (White Plains, NY)
- …their financial needs. As part of Consumer Banking, you will provide client service , operational marketing and administrative support to primarily Private ... of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within… more
- JPMorgan Chase (New City, NY)
- … investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service , operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book… more
- Truist (Charlotte, NC)
- … Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions and other ... providing sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center....assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is… more
- Bank of America (Chandler, AZ)
- Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Navy Federal Credit Union (Houston, TX)
- …mixture(s) of insurance/ investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal ... document preparation and required regulatory filings + Provide basic investment industry expertise to client investment...financial markets, banking and analysis and reporting of financial data + Basic knowledge of investment … more
- Santander US (New York, NY)
- VP, Client Lifecycle Management- Corporate & Investment Banking New York, United States of America Responsible for the day-to-day operations of the company's ... effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk.… 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 ... our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition...messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem… more
- Truist (Charlotte, NC)
- …and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars for ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice,… more
- BMO Financial Group (SD)
- …our clients a superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to ... the overall investment business -Act as a secondary contact to service individual client requests when their assigned Financial Advisor is not available.… more
- HUB International (Scottsdale, AZ)
- … objectives, tax status, risk tolerance, or other information needed to develop a financial plan. + Answering client questions about financial plans and ... cash management, and other areas to help them reach financial objectives. + Reviewing client accounts and...clients' financial goals. + Preparing or interpreting financial document summaries, investment performance reports, and… more
- Citigroup (New York, NY)
- …but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every ... Group is looking for Summer Analysts to join the Financial Strategy Group (FSG) in Investment Banking,...analyst on our team, you will work on live client engagements where you will independently run our models,… more
- Truist (Davie, FL)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial ...analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client… more
- Citigroup (New York, NY)
- …including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. **We provide you with ... looking for Summer Analysts to join the Banking, FIG Investment Banking team in NAM. The Investment ...Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver… more
- Bank of America (Modesto, CA)
- …activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and ... reports and allocation updates + Creates analytical reports for Financial Advisors to review client investment...analytical reports for Financial Advisors to review client investment portfolio performances against market returns… more
- Raymond James Financial, Inc. (Beachwood, OH)
- …to identify client goals and tolerances. * Assists with developing individualized client investment strategy for Financial Advisor. * Responds to ... and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations… more
- Bank of America (Newport Beach, CA)
- …Market Investment Executive needs to insure that his/her team produce investment solutions for their clients that exceed client expectations while driving ... are guided by a common purpose to help make financial lives better through the power of every connection....investment professionals in the delivery of world class investment solutions. Growing and retaining a client … more
- Aristotle Capital Management (Newport Beach, CA)
- …requested; ensure accuracy and reasonableness of output. + Provide support to Aristotle's client service , sales and marketing teams by responding to client ... investment professionals through a culture focused on research, investment management and client success. We are...Respond to inquiries in a timely manner, providing exceptional client service to all internal and external… more
- PNC (College Station, TX)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based...financial recommendations and guidance to clients. Establishes individual financial plans based on client financial… more