- Charles Schwab Inc. (Wichita, KS)
- …leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships ... quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity...FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …and technologies Applies knowledge of common enterprise IT architectures, platforms, and services such as client /server, SaaS, PaaS, and IaaS Applies knowledge ... works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth… more
- Regions Financial Corporation (Birmingham, AL)
- … Consultant plays a key supporting role in delivering a high standard of client service , developing customized investment solutions and managing client ... and strategies Supports the production of client communications and client training materials about various investment topics Participates in internal… more
- Resolute Investment Managers (Irving, TX)
- …business In-depth understanding of the industry, financial concepts, product knowledge, investment management and client - service strategies Excellent ... history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services , Inc.), began providing investment management services… more
- Ares Management Corporation (New York, NY)
- …client service or product management role. Must have a blend of client service , investment capabilities and commercial sense. Experience with investor ... relationships with institutional investors globally as part of fundraising, LP co- investment and broader client servicing efforts. Qualifications: Bachelor's… more
- Capital Investment Advisors (Atlanta, GA)
- …and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, ... At Capital Investment Advisors (CIA), we strive to help clients...certified or willing to work toward certification upon joining Client first attitude Proven ability to work collaboratively with… more
- Voya Financial Advisors (Braintree, MA)
- …necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and ... efficiently manage your clients' financial information and plans Turnkey marketing services Transition assistance, if applicable Securities and investment … more
- Morgan Stanley (Cleveland, OH)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... *Executing money movement transactions at the request of the client and/or FA/PWA/team *Answering general non- investment related...PWAs/ teams in delivering against their business plan and client service model *Remaining current on all… more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service , operational marketing, and administrative support...RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through… more
- LPL Financial Holdings, Inc. (Edmonds, WA)
- …several avenues for professional development and advancement. The primary role of the Client Service Associate (CSA) is to provide administrative support to an ... for timely service delivery are met Educate clients on account services , capabilities, and new technology - eSignature, paperless statements, Account View (… more
- Citigroup, Inc. (New York, NY)
- …are directly affected by the performance of the individual. Responsibilities: Provide complete service support to client , including solving complex client ... size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all… more
- USAA (Phoenix, AZ)
- …product management, marketing, finance, IT) to coordinate all sales and support services for client accounts. Ensures general management of competing priorities ... to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the… more
- Wilson Sonsini Goodrich & Rosati (New York, NY)
- …allow our staff exceptional opportunities for professional achievement and career growth. The Client Service Manager supports the firm's Client Service ... well as the venture firms, private equity firms, and investment banks that finance and advise them. The firm... relationships in support of the firm's commitment to client service excellence. This role reports to… more
- Wealth Enhancement Group (Akron, OH)
- …more information, please visit www.wealthenhancement.com. Our Akron, OH office is looking for a Client Service Associate to serve as the liaison between the ... standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households...Advisor) and their clients by leading and implementing the client service model Facilitate new account set… more
- Wealth Enhancement Group (Deer Park, NY)
- …please visit www.wealthenhancement.com. Our Dix Hills, NY office is looking for a Sr Client Service Associate to serve as the liaison between the client ... stocks, options, alternative investments, hedge funds, charitable giving practices Attends Client Services and company educational events Team and Corporate… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Palm Beach, FL branch office. The RCSA's ... Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full- service broker-dealer. With roots tracing back to 1881,… more
- UBS (San Francisco, CA)
- … Client Service Associate to: *keep management systems up-to-date with client information *educate clients on account services and capabilities *help with ... workforce. Your team You'll be working in the Financial Services team in San Francisco. Your working location will...registered CSAs only) *ideally 3-5 years of experience in client service , within the finance sector *bachelor's… more
- Brookfield Asset Management, Inc. (Chicago, IL)
- …a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield ... and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth...Wholesaler) is responsible for the execution of all sales, service , and marketing related activities in their region within… more
- SDL Search Partners (Newton, MA)
- About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate ... checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63… more
- Royal Bank of Canada (New York, NY)
- Job Summary What is the opportunity? To join the Investment Banking Power, Utilities, and Infrastructure Group as a Vice President. Job Description What will you do? ... Associates and Analysts in development of pitch books and related client materials Develop client relationships, developing business opportunities, transaction… more
