• Trading/ Service Rep 2 - Brokerage

    Wells Fargo (Salt Lake City, UT)
    Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both ... At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking...with outstanding talent. It all begins with you. * Wealth and Investment Management (WIM)* businesses build enduring client… more
    Wells Fargo (01/18/19)
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  • Customer Service Rep 3 - Brokerage

    Wells Fargo (Salt Lake City, UT)
    Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both ... At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking...with outstanding talent. It all begins with you. * Wealth and Investment Management (WIM)* businesses build enduring client… more
    Wells Fargo (01/18/19)
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  • Wealth Management - Client Service

    JPMorgan Chase (Westerville, OH)
    …improvement. Qualifications: * Bachelor's degree preferred * At least two years of financial services or brokerage experience strongly preferred * Ability ... JP Morgan Asset & Wealth Management, with client assets of $2.5 trillion,...individual investors, the business also provides retirement products and services , brokerage and banking services more
    JPMorgan Chase (11/03/18)
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  • Wealth Management - Investment Support…

    JPMorgan Chase (San Antonio, TX)
    …improvement. Qualifications + Bachelor's degree preferred + At least two years of financial services or brokerage experience strongly preferred + Ability ... individual investors, the business also provides retirement products and services , brokerage and banking services ...Specialists work in a team environment to assist CWM Financial Advisors and Licensed Bank Personnel with brokerage more
    JPMorgan Chase (11/03/18)
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  • Wealth Management - Private Bank - Banker…

    JPMorgan Chase (Palm Beach, FL)
    JPMorgan Chase & Co at https://careers.jpmorgan.com/careers/why-us . is a leading global financial services firm with assets of more than $2.4 trillion, over ... goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and...retention through a broad knowledge of investments, banking, trust services and financial planning. + The Banker… more
    JPMorgan Chase (01/09/19)
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  • Merrill Edge Financial Solutions Advisor-…

    Bank of America (San Marcos, CA)
    …other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, in Consumer Banking Services (CBS) and Merrill Edge ... **Job Description:** The primary role of the Financial Center Financial Solutions Advisor (FSA)...investment, banking and lending products to bridge banking and brokerage solutions. The FSA will build and maintain effective… more
    Bank of America (12/21/18)
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  • Trading & Client Services Representative

    Ally (Fort Lauderdale, FL)
    …ideal candidate will have 2-5 years' experience with proven experience in a Financial Brokerage Services industry. **Job Responsibilities** + Directly ... operations related experience. + Solid understanding and exposure to financial service /trading industry. + Solid Understanding of...Minimum 2-3 years in client related support in the financial services or brokerage retail… more
    Ally (01/16/19)
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  • Private Bank Client Service Specialist…

    Wells Fargo (Salt Lake City, UT)
    services to high net worth clients including comprehensive wealth planning/advice, investment management, brokerage , private banking, retirement, fiduciary ... Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both… more
    Wells Fargo (01/19/19)
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  • Private Bank Client Service Specialist…

    Wells Fargo (Minneapolis, MN)
    services to high net worth clients including comprehensive wealth planning/advice, investment management, brokerage , private banking, retirement, fiduciary ... Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both… more
    Wells Fargo (01/19/19)
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  • Trading/ Service Rep 2

    Wells Fargo (Glen Allen, VA)
    Services include comprehensive planning and advice, investment management, brokerage , private banking, estate planning strategies, trust, insurance and both ... of brokerage operations experience * 1+ year of customer service experience * Microsoft Excel spreadsheets experience importing, exporting, and manipulating data… more
    Wells Fargo (01/17/19)
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  • Customer Service Rep 5

    Citi (Norfolk, VA)
    …, including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services , and wealth management. Our core ... + **Education:** High School Diploma/GED + **Job Function:** Customer Service + **Schedule:** Full-time + **Shift:** Day Job +...a trusted partner to our clients by responsibly providing financial services that enable growth and economic… more
    Citi (01/05/19)
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  • Commercial Card Customer Service Intmd…

    Citi (Norfolk, VA)
    …and maintain calm under pressure + High School Degree or equivalent + 2 years customer service experience in financial services is a plus + Experience within ... consumer banking and credit, corporate and investment banking, securities brokerage , transaction services , and wealth ...a trusted partner to our clients by responsibly providing financial services that enable growth and economic… more
    Citi (01/05/19)
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  • Client Service Associate

    Robert Half Office Team (San Francisco, CA)
    …Duties of the position include * Provide a high level of individualized, comprehensive brokerage financial services and investment strategies to clients * ... Description A well-known Wealth Management firm in the Bay Area is looking for an ambitious Client Service Associate to work closely within their financial more
    Robert Half Office Team (01/05/19)
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  • Customer Solutions Team Leader

    Ally (Little Rock, AR)
    …/ Bachelor's degree in business related discipline preferred. 3 + years in customer service or financial services industry is needed. Prior leadership ... Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25...country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and… more
    Ally (11/20/18)
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  • Employee Benefits Account Manager

    HUB International (Knoxville, TN)
    …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . With over 10,000 employees in ... service provided to the client, including but not limited to: brokerage /marketing services , communications and outsourcing/administrative services -… more
    HUB International (12/08/18)
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  • Team Leader Customer Care

    Ally (Jacksonville, FL)
    …or Bachelor's degree in business related discipline preferred. + 4 + years in customer service or financial services industry is needed. + Prior leadership ... Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25...country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and… more
    Ally (01/05/19)
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