- JPMorgan Chase (New York, NY)
- …collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more
- Tarleton State University (Stephenville, TX)
- … Financial Aid Advisor I Agency Tarleton State University Department Financial Aid Client and Texan Services Proposed Minimum Salary Commensurate Job ... Texas Job Type Staff Job Description The Financial Aid Advisor I, under direction of Assistant Director of Client Services, counsels and provides student… more
- University at Albany (Albany, NY)
- … advisor is responsible for maintaining accurate records of client interactions, delivering impactful consulting outcomes, and participating in outreach efforts ... resources and tools for utilization in and the facilitation of the client /business advisor engagement. + Outreach and collaboration with local economic… more
- Umpqua Bank (Tacoma, WA)
- …more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Financial Service Sales Assistant Wealth Management...forms to clients as requested and required. + Assist Financial Advisor with client support… more
- Comerica (Charlotte, NC)
- …professional trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The ... Trust Client Assistant Sr. in Comerica's Strategic Alliance...Sr., you will work directly with your assigned Trust Advisor , our partnered Financial Advisors, and other… more
- The Child Center of NY (Flushing, NY)
- … Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior Program Director Effective Date: 7/1/21 FLSA: ... -Exempt Summary College and Career Advisor is responsible for working with students to develop...maintain and share information on colleges, college guides, scholarships, financial aid, and paying for college. * Publicize information… more
- Wells Fargo (Boston, MA)
- **About this role:** Wells Fargo is seeking an Assistant General Counsel, Executive Director to join the Wealth and Investment Management Client Relationship ... role, you will:** + Serve as a senior legal advisor to management of the Wells Fargo retail brokerage...and the Independent Solutions Channel - Wells Fargo Advisors Financial Network and First Clearing Lead implementation of strategic… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …business unit internship programs and leadership pipeline programs, including A2C ( Assistant to Chair) program. * Ensures adherence to legal, regulatory, and ... and follow through on all areas of responsibility, respond quickly to internal client requests and suggestions, anticipate internal and external client needs and… more
- Hantz Group (Chippewa County, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is why we offer a holistic approach to our client 's financial planning. Financial Planning...is the core of our holistic approach. As a Financial Planning Assistant , you will work as… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... empowers you to make a difference. As a Global Financial Crimes Legal Advisor in the Global...financial crime coverage areas. + Develop and maintain client relationships. + Translate complex legal concepts into practical… more
- Equitable (Omaha, NE)
- …Assistant to join the team in our Omaha, NE office. The Producer Assistant assist the Advisor with developing and maintaining excellent relationships with the ... Producer Assistant ( 250000BL ) **Primary Location** : UNITED...databases//files. A big focus will be on maintaining accurate client information, financial planning tools and preparing… more
- Citizens (Malden, MA)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...+ Serve as liaison between clients, financial advisor (s), and internal departments + Complete new client… more
- University of Colorado (Boulder, CO)
- ** Assistant Director for Student Success** **Requisition Number:** 65206 **Location:** Boulder Colorado **Employment Type:** University Staff **Schedule:** Full Time ... Education at the University of Colorado is encouraging applications for the Assistant Director for Student Success position! The Division of Continuing Education… more
- Robert Half Finance & Accounting (Washington, DC)
- …the financial services sector. Responsibilities: * Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook ... Description We are looking for a detail-oriented Administrative Assistant o join a reputable Wealth Management firm in Washington, District of Columbia. In this… more
- MUFG (Tempe, AZ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- JPMorgan Chase (San Francisco, CA)
- …lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General Counsel within our Private Bank Legal team, you will support teams ... in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven...succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate… more
- Cognizant (Plano, TX)
- …Consulting team is a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such as Forrester and ... Retail Consumer Goods Consulting Practice is looking for an Assistant Vice President, Consulting to join us on our...knowledge and understanding of Cognizant's horizontal solutions to address client needs and requirements, to advise on and shape… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial ...for support and coordination of all activities related to client service, processing of paperwork, coordination of business development… more
- Truist (Marlton, NJ)
- …support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ... maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the appointments'...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- TEKsystems (Herndon, VA)
- Description The Client Service Assistant provides direct support to the Wealth/ Financial Advisor (s). The CSA's job is to help enhance the client ... by servicing the client 's needs and providing administrative support to the Advisor in their daily business practices. Skills series 6, series 63, series 65,… more
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