- Citigroup (O'Fallon, MO)
- … and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently ... with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments)… more
- US Bank (Bridgeton, MO)
- …in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier ... requests and submits credit applications. Proactively educates clients on emerging and self- service digital products and services to assist with meeting their… more
- CIBC (Brentwood, MO)
- … wealth business, which includes a limited-purpose national trust company, a registered investment adviser, and a Delaware trust company, with offices across ... Succeed + You'll regularly advise on securities laws and regulations, particularly the Investment Advisers Act. + You'll work with and advise Client Service … more