- JPMorgan Chase (Plano, TX)
- …and the front office. + Serve as the Subject Matter Expert on Prime Brokerage margining methodology and systems. + Analyze client margining requests, assess ... and striving to be best-in-class. As a Counterparty Prime Brokerage Coverage Vice President, you will be a key...knowledge to make informed credit decisions for a diverse client portfolio. You will work in collaboration with business… more
- JPMorgan Chase (Plano, TX)
- …This includes tax-related inquiries from operations, technology, internal service providers and client facing groups + Conduct reconciliations of brokerage tax ... opportunity in a dynamic and supportive environment! As a Brokerage Tax Reporting Analyst within the Tax Reporting and...leverage automation tools to improve scale and enhance the client experience + Conduct reviews and audits to verify… more
- JPMorgan Chase (Jersey City, NJ)
- …team, you will be responsible for managing some of our Top Tier Prime Brokerage client relationships and supporting the global corporate actions teams. The team ... is driving a forward moving agenda to enhance the client experience and operating processes. As a result, In...Exposure + Americas Market Knowledge + Experience in Prime Brokerage JPMorganChase, one of the oldest financial institutions, offers… more
- UMB Bank (Leawood, KS)
- …developing advanced Portfolio Management solutions and strategies based on the unique Investment Policy Statement (IPS) for each individual client and parameters ... provided via Request for Proposal (RFP) opportunities. Client Service Serve as the investment expert...relevant experience. + You have 8 years' experience in Investment Management, Financial Planning, or Brokerage that… more
- JPMorgan Chase (Tempe, AZ)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity… more
- JPMorgan Chase (Plano, TX)
- …satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap. **Job Responsibilities** + ... + Attend client meetings as the subject matter expert on investment solutions and positioning + Coordinate and partner with colleagues across disciplines on… more
- JPMorgan Chase (New York, NY)
- …mandate is to curate the investment product offering and enhance the investment platform, focusing on improving client outcomes and advisor experiences. The ... The Investment Product and Platform team within JP Morgan...responsibilities include, but are not limited to, managed and brokerage accounts, mutual funds, ETFs, money market funds, alternative… more
- JPMorgan Chase (New York, NY)
- …helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + ... investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products +… more
- JPMorgan Chase (New York, NY)
- …helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections,… more
- JPMorgan Chase (Miami, FL)
- **International Private Bank - Investment Professional - Analyst** Job Description: We are actively looking for exceptionally talented individuals who are ... take your career to the next level. As an Investment Professional in the International Private Bank, you will...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- JPMorgan Chase (New York, NY)
- …Bankers win new clients in addition to deepening and strengthening existing client relationships. **Job Responsibilities** + Support investment reviews with ... take your career to the next level. As an Investment Specialist in the US Private Bank, you will...days of start date + Capital markets or institutional brokerage experience + Ability to multi-task and manage priorities… more
- Charles Schwab (Plantation, FL)
- …than Schwab's Investment Consultant role. To learn more about our client offerings visit:Charles Schwab - Investor Services **What you have** **Required:** + A ... us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow… more
- Charles Schwab (Newport Beach, CA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity...industry. We offer a competitive benefits package that takes care of the whole you - both today and… more
- Charles Schwab (Sandy Springs, GA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more
- JPMorgan Chase (San Antonio, TX)
- …qualifications, capabilities, and skills** + 3 + years of financial services or brokerage experience + Strong business and investment acumen, and knowledge of ... The JP Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center...the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving… more
- JPMorgan Chase (Jersey City, NJ)
- Join a dynamic team responsible for Prime Brokerage Clients. The team partners with various internal and external parties, to identify inefficiencies and manage ... improvement operations. As an Associate II within the Prime Client Operations team, you will serve as the primary...serve as the primary point of contact for Prime Brokerage clients, addressing their trade and settlement needs. You… more
- JPMorgan Chase (New York, NY)
- As a Vice President Electronic Trading Product Manager within JPM's Electronic Client Solutions (ECS), you will play a pivotal role in developing low-latency ... client connectivity solutions tailored for our systematic trading clients....for quantitative strategies, in close collaboration with JPM's prime brokerage coverage and sales desks. Our electronic trading products… more
- JPMorgan Chase (Plano, TX)
- …qualifications, capabilities, and skills** + 10+ years of financial services or brokerage experience with strong business and investment acumen, including ... Join JP Morgan Wealth Management team as the VP, Client Service Center Manager, where you'll play a pivotal...to assisting clients with complex trading strategies within their investment accounts. Operating within Chase Wealth Management, you will… more
- JPMorgan Chase (Newark, DE)
- … relationships and streamline processes. JPMorgan Securities LLC offers security brokerage services providing investment products & services for institutional ... Join our dynamic team as a Client Service Delivery Associate I and become a...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Thrivent Financial (WI)
- …policies including, but not limited to, Life Insurance, Disability Insurance, Long-Term Care Insurance, Annuities, Mutual Funds, Brokerage , etc. + Prepare and ... for Thrivent in Central Wisconsin, is looking for a full-time Senior Client Services Administrator (CSA) focused on application processing and related work to… more