- Truist (Orlando, FL)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… more
- 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 (Newark, DE)
- …services to hedge funds and professional investors enabling them to finance their investment activities through a bespoke range of products tailored to suit the ... client 's needs. The range of services typically available to our Prime Brokerage clients are Global Custody (including Clearing, Custody and Asset Servicing),… more
- Fifth Third Bank, NA (Alexandria, KY)
- …of the financial industry, compliance regulations, daily operational duties and investment brokerage /banking products. Prior Brokerage experience preferred. ... Bank partners to identify new client opportunities and deepen existing client relationships. + Help with onboarding of Investment Executives, Wealth… more
- JPMorgan Chase (Chicago, IL)
- …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
- Thrivent Financial (Cottage Grove, MN)
- …analytic & operational support for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, ... allocations + Work with advisors and staff to tailor investment solutions to client needs + Facilitate...Must be willing to complete the appropriate Long Term Care training required in the states in which support… more
- JPMorgan Chase (San Antonio, TX)
- …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 (Miami, FL)
- …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 (Palm Beach, FL)
- …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 (Summit, NJ)
- …nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing ... take your career to the next level. As an Investment Professional you will provide integral daily support to...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- Charles Schwab (Houston, TX)
- …Schwab's Investment Consultant role. To learn more about our client offerings visit:Charles Schwab - Investor Services. **What you have** **Required ... 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 (Charlottesville, VA)
- …+ 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...basis. We offer a competitive benefits package that takes care of the whole you - both today and… more
- CIBC (Chicago, IL)
- …worth clientele. As a Client Support Associate, you will work closely with investment advisors at CIBC Wood Gundy to help manage their portfolios and develop new ... to advance your career into other roles within the brokerage environment and CIBC and keep up to date...business development activities and assist in the building of investment plans based on the client 's profile,… more
- JPMorgan Chase (Chicago, IL)
- …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
- Bank of America (Fort Worth, TX)
- Wealth Management Client Care : Client Services Rep-Spanish Fort Worth, Texas **Job Description:** Merrill Wealth Management is a leading provider of ... comprehensive wealth management and investment products and services for individuals, companies, and institutions....resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage … 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
- Thrivent Financial (Charlotte, NC)
- …This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… more
- Thrivent Financial (Crystal Lake, IL)
- …help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community ... and nonprofit organizations. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time.… more
- JPMorgan Chase (Newark, DE)
- JPMorgan Securities LLC offers security brokerage services providing investment products & services for institutional investors. JPMorgan's North American Cash ... Equities Client Services is the primary point of contact for...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Thrivent Financial (West Bend, WI)
- …help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community ... and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member...owned subsidiary of Thrivent Financial. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving… more