- JPMorgan Chase & Co. (Boston, MA)
- Job Description JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one ... and a collaborative management style. Team player with excellent problem-solving, communication, and client service skills as well as the ability to take… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- Job Description JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one ... style Team player with excellent problem solving, communication and client service skills as well as the...Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and… more
- Citigroup, Inc. (Tampa, FL)
- …role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. Responsibilities: Resolve complex process ... basic securities processing procedures and industry standards Offer advanced solutions for assigned securities processing areas Provide guidance and… more
- Raymond James Financial, Inc. (Duluth, MN)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... you! Responsibilities: Serves as first point of contact to service a high volume of daily interactions, including basic...advisors and branch office. Onboards new clients, opens new client accounts and researches client and security… more
- Citigroup, Inc. (New York, NY)
- …a leading product and service proposition. Partner with Securities Services Sales organization to complete RFPs, client pitches, contract and commercial ... client engagement, analysis and process management to Citi's Client Solutions team. By Joining Citi, you... and content. Custody is a part of the Securities Services organisation. Securities … more
- Wedbush Securities (San Diego, CA)
- …our continued growth. Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and ... Job Description Wedbush Securities is a leading securities firm...firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and… more
- Raymond James Financial, Inc. (Memphis, TN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... career at Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience. *OR ~ *An… more
- Raymond James Financial, Inc. (Hanover, NH)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... you! Responsibilities: *Serves as first point of contact to service a high volume of daily interactions, including basic...advisors and branch office. *Onboards new clients, opens new client accounts and researches client and security… more
- JPMorgan Chase & Co. (Voorhees, NJ)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,...LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities … more
- Axos Bank (Aurora, CO)
- …with cross-functional teams such as legal, marketing, product, operations, and client services to coordinate offer development and execution. Creates ... performance goals and targets. About This Job At Axos Securities , our goal is to provide Financial Advisors and...value proposition while driving revenue for the firm Implements services and solutions in accordance with offer… more
- CCG Business Solutions, LLC (San Diego, CA)
- …CCG Business Solutions has been consulting and providing talent placement services since 2007. Our team understands the principles of connecting purpose to ... Company Description CCG Talent Management is not only a business solutions company but a company that believes success starts with the individual.… more
- Bank of America (Boston, MA)
- …Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional ... focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase & Co. (Woodridge, IL)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining … more
- BOK Financial (Denver, CO)
- …small when we work together to build relationships. Job Description The Treasury Client Services Professional I provides technical and operational support to a ... career in Treasury Services with an industry-leading provider of sophisticated financial solutions , you've come to the right place. Our commitment to you is a… more
- Jamie Grayem (Providence, RI)
- …Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional ... HAVE 7/66 (63/65) This job is responsible for providing client service support to potentially multiple Financial...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include… more
- Peapack-Gladstone Bank (Bedminster, NJ)
- …securities collateral for the Federal Reserve and Federal Home Loan Bank Performs client service by supporting the money transfer needs of Private Bankers, ... Trust is a leader in wealth, lending and deposit solutions . At Peapack Private, our clients are cared for...who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience. What… more
- MUFG Bank, Ltd. (New York, NY)
- …knowledge of insurance products, regulatory requirements, and market dynamics to craft solutions that align with client objectives and risk tolerance. Maintain ... managers and product specialists to effectively communicate the bank's structured solutions and competitive advantages. Attend client meetings to present… more
- HSBC (New York, NY)
- …It includes Credit and Lending, Global Payments Solutions (GPS), Global Trade Solutions (GTS), Markets and Securities Services (MSS) and Investment ... large corporate, international middle market, global network banking, etc.) Markets and Securities Services , focused on traded markets activities covering a wide… more
- Houlihan Lokey, Inc. (Houston, TX)
- …region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 ... global investment bank with expertise in mergers and acquisitions, capital solutions , financial restructuring, and financial and valuation advisory. Houlihan Lokey… more
