- BMO Financial Group (SD)
- …**10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility is to provide our clients ... service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary:The Wealth and Investment Service Specialist II is responsible for the day-to-day activities and interaction between the client and ... terms of establishment of documentation, maintenance, and servicing of the relationship. The Service Specialist II is also responsible for maintaining a high… more
- T. Rowe Price (Baltimore, MD)
- … Operations and Global Client Investment Reporting. + The Client Service Specialist exercises proven judgment and discretion in analyzing, evaluating, and ... employees to feel challenged, engaged and valued. Role Summary + The Client Service Specialist is responsible for servicing our institutional clients holding… 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 ... along with the power to make a difference. Join us! The Retirement & Benefits Investment Specialist is a foundational role designed to prepare you for your… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote ... help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build...participation in conferences and other events + Products and service support (advisory and brokerage accounts - including mutual… more
- Mirador (Stamford, CT)
- …visit our website (https://miradorllc.com/career-opportunities). Summary of Position The Private Investment Operations Specialist will partner with wealth ... deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that… more
- New York State Civil Service (Albany, NY)
- …- Dormitory Authority of the State of New York Title Treasury & Investment Specialist II Occupational Category Financial, Accounting, Auditing Salary Grade NS ... the general supervision of the Manager, Investments, the Treasury & Investment Specialist II performs moderately difficult financial tasks distinguished… more
- JPMorgan Chase (New York, NY)
- …of study plus 5 years of experience in the job offered or as Investment Specialist , Global Investment Associate/Officer, Financial Consultant, or related ... current investment objectives and prepare recommendations of appropriate investment products. Provide clients with institutional service , advice, and… more
- Bank of America (New York, NY)
- Investment Management Specialist NEW YORK, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's ... Asset Management Group Investment Office organization, you will be based in Philadelphia, PA. The position is primarily based in a PNC location. Responsibilities… more
- Truist (Dallas, TX)
- … Support Specialist /Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related client service experience, or ... centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and ... Investment Banking Operations. The Wells Fargo CIB Securities Tax...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team as part of Corporate and ... knowledge of Capital Markets flows (Institutional Securities sales and trading and/or investment banking) in operations, risk management, client service , or… more
- Charles Schwab (Westlake, TX)
- …their business efforts. **What you have** What you're good at: As an Alternative Investment Specialist , you will leverage your passion and enthusiasm to learn in ... with a diverse team in a fast-paced environment? Charles Schwab's Alternative Investment Custody Service may be the place for you! We are responsible for asset… more
- Bank of America (Charlotte, NC)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Charlotte, North Carolina **Job Description:** At Bank of America, we are guided ... central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' needs and… more
- JPMorgan Chase (New York, NY)
- …infrastructure, transportation, liquid alternatives and hedge funds. **Job Summary** An Investment Specialist in the Infrastructure Investments Group ("IIG") is ... of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed… more
- Bank of America (Chandler, AZ)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of America, we are guided by ... and Self Directed Brokerage. As a Senior Registered Merrill Retirement & Benefits Investment Specialist you will provide first-call resolution and will be… more
- Overseas Private Investment Corporation (Washington, DC)
- …Office of Small Business and Financial Services. As a Project Finance Specialist you will be responsible for developing, underwriting, and executing transactions in ... relationships with executive stakeholders at USAID missions. Responsibilities You will service the Asia/Middle East and North Africa (MENA) areas. Conducts in-depth… more
- Overseas Private Investment Corporation (Washington, DC)
- …Office of Small Business and Financial Services. As a Project Finance Specialist you will be responsible for developing, underwriting, and executing transactions in ... relationships with executive stakeholders at USAID missions. Responsibilities You will service the Asia/Middle East and North Africa (MENA) areas. Conducts in-depth… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment ... Morgan Stanley Investment Management ("MSIM"), together with its investment...strategy views and latest ideas. - Assist the Portfolio Specialist team with client enquiries and the compiling of… more