- PNC (Pittsburgh, PA)
- …across all PNC Private Bank products and services (Banking, Investment and Fiduciary ). The Client Service Associate also partners with Advisors/Leaders ... to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization,...remotely, at the manager's discretion. Experience working with/for a Fiduciary , a Brokerage, in Banking, or in any other… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT ASSOCIATE Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need from custodial ... Colorado. DTC is looking to hire a full-time Trust Investment Associate to work in our Reno...ongoing relationships with high net worth contacts, consistently exceeding service expectations through Dunham's Private Client Group in Reno,… more
- CIBC (Chicago, IL)
- …**What you'll be doing** The Separately Managed Account (SMA) Investment Associate is responsible for performing research and ... oversight necessary to ensure the consistent implementation of the investment platform. In this role, you will demonstrate solid written, verbal, interpersonal, and… more
- JPMorgan Chase (Newark, DE)
- …their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service . + Assist Trust Officer ... to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered… more
- Regions Bank (Birmingham, AL)
- …and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or ... over the next 18 months. + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth… more
- M&T Bank (Paramus, NJ)
- …**Education and Experience Required:** Bachelor's degree and a minimum of 2 years investment , trust or fiduciary experience working with high net worth clients, ... and external clients as part of the internal client service team. Participates as part of the Wealth relationship...and/or work experience, including a minimum of 2 years investment , trust or fiduciary experience working with… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex transactions required ... This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare and process new… more
- BlackRock (New York, NY)
- …Transformation (COO, Projects & Engineering, Analytics, Research). Our vision is to make service so simple it becomes a source of alpha for BlackRock. The ... BlackRock's contracts balance commercial outcomes with appropriate risk management and fiduciary obligations. We cover a broad range of clients including sovereign… more
- BlackRock (Seattle, WA)
- **About this role** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. BlackRock ... accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise… more
- BlackRock (Atlanta, GA)
- …purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn ... easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha....routine client projects + An interest in the financial services/ investment industry and a desire to learn, both independently… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi-asset. We deliver world-class service to all of our clients, from wealth advisors...looking for a highly organized and collaborative Client Contract Associate to support our growing Client Operations and Client… more
- Truist (Boston, MA)
- …Preferred Qualifications: 1. Undergraduate Degree 2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts **General Description of Available ... client interaction 10. Continually render extraordinarily responsive and personal service to Wealth clients QUALIFICATIONS Required Qualifications: The requirements… more
- Bank of America (Dallas, TX)
- …businesses. The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, ... Group with a full and in-depth understanding of all fiduciary aspects associated within a given segment of specialty...significantly in value and complexity. At least annually, the associate must complete an investment review for… more
- Bank of America (Scottsdale, AZ)
- …Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary , and/or investment services to Private Bank clients + ... Private Bank Associate Scottsdale, Arizona **Job Description:** At Bank of...with respect to business and individual Bank, credit, and investment products (may be performed by service … more
- KPMG (Houston, TX)
- **Business Title:** Senior Associate , Family Office Tax Practice **Requisition Number:** 111273 - 90 **Function:** Tax Services **Area of Interest:** **State:** TX ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- HUB International (Riverside, CA)
- …for our clients and organization. We are currently hiring an **Accounts Payable Associate ** in the Hub Financial Center (HFC). The HFC is the centralized accounting ... by department, they ensure that HUB delivers on its fiduciary responsibility to our clients, mitigate risk, and create...clients, mitigate risk, and create value. The Accounts Payable Associate is our core processing team member. Assigned to… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …Off (PTO), prorated during first year of employment Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central ... invest in yourself? Fort Pitt Capital Group - an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture - has a… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service + Support the Estate Officer in all aspects of estate administration ... to retain client base by working with the client service team and partnering with internal and external ...trends and changes in the industry with regard to fiduciary matters (eg estate planning, probate, estate, gift and… more
- KPMG (Providence, RI)
- **Business Title:** Tax Associate , Trust Tax | Providence Fall 2024 **Requisition Number:** 112049 - 81 **Function:** Tax Services **Area of Interest:** Campus ... important than investing in our culture because it's an investment in our people, our future, and what we...Business Tax Services practice. Responsibilities: + Prepare and review fiduciary tax returns, including Forms 1041, 5227, 990, 990-PF,… more
- Museum of Science (MA)
- …expert financial analysis to support the Board of Trustees in their fiduciary oversight responsibilities of MOS's investment portfolio and endowment. They ... Senior Director of Event Strategy, Sales & Operations, and Associate Vice President of information Technology & Security. The...interactions with federal granting agencies, and they act as fiduciary for both the 403(b) and 401(a) retirement plans.… more