- BBVA (New York, NY)
- …in 24 countries, with an extensive network of financial experts, investment-banking specialists and advisers in specific industries and sectors. This is an ... loan transaction is closed, signed, and uploaded into the operations system, PM manages any and all events relative...loans at risk of default Interact with Collateral Agents, Account Agents, Internal / External Legal Counsel, Trustee, Advisors… more
- Stifel (Naples, FL)
- …their careers as financial advisors, research analysts, project managers, marketing specialists , developers, bankers, operations associates, among hundreds more. ... We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management, Citizens Securities , Inc. is hiring for the Investment Assistant II role. Citizens ... Securities , Inc. is a high-quality investment services provider, focused...revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client… more
- Citigroup (Jacksonville, FL)
- …+ Guidance on utilizing online resources + Resolving client issues escalated by Operations and Account Opening teams + Qualify banking referrals and marketing ... responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making… more
- Deloitte (New York, NY)
- …compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, you should ... engagement team, have access to an elite group of specialists when needed, and be connected to a strong...competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual… more
- Deloitte (Hartford, CT)
- …compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, you should ... engagement team, have access to an elite group of specialists when needed, and be connected to a strong...competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual… more
- Bank of America (New York, NY)
- …job is responsible for working closely with sales, portfolio managers, product specialists , and client service members to coordinate all sales and support activities ... sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. The role is… more
- CIBC (Atlanta, GA)
- …as directed by Family Office Executives + Master knowledge of client account holdings, requirements and operations + Provide administrative support (answer ... Net Worth Clients and their intermediaries and external Advisors, CIBC Specialists (Wealth Strategies, Investment, Trust, Tax, Operations , Legal, Compliance,… more
- CalSTRS (Sacramento, CA)
- …motivated individual to work as an Information Officer II (Specialist) in the Operations and Internal Communications unit. The Communications Division is a team of ... information officers, graphic designers, multimedia specialists , web and social content producers, and administrative professionals. The division develops and… more
