- 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
- Truist (Dallas, TX)
- …Specialist/Fiduciary Support Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent ... client data for accuracy and timeliness and maintain appropriate documentation of client transactions. + Utilize various trust and investment systems to… 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 (New York, 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 (Morristown, NJ)
- … 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
- Truist (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... WealthScape - future Scivantage). 7. Refer investment opportunities to internal Client Advisory Center when aligns with clients' financial needs. 8. Serve… more
- JPMorgan Chase (Fayetteville, NY)
- …fully licensed with required licenses, hire will move into Private Client Investment Associate title Chase is a leading financial services firm, helping ... is the right place for you. As a Private Client Investment Associate in JP Morgan Wealth...Associate in JP Morgan Wealth Management, you will provide client service operational marketing and administrative support… more
- JPMorgan Chase (Columbus, OH)
- …fully licensed with required licenses, hire will move into Private Client Investment Associate title Chase is a leading financial services firm, helping ... you. As part of Consumer Banking, you will provide client service operational marketing and administrative support...Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing… more
- Bank of America (Jacksonville, FL)
- Financial Service Representative- Retirement and Benefits Investment Specialist Jacksonville, Florida **Job Description:** At Bank of America, we are guided ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Navy Federal Credit Union (San Antonio, 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
- 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
- Truist (Winston Salem, 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
- 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
- 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 (New York, NY)
- …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