- HUB International (Rockville, MD)
- …the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in our **McLean, VA** ... client service administrative role; must have a passion for client service. + Financial services / retirement plans experience is required. + Proven ability… more
- JPMorgan Chase (New York, NY)
- …set new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... feedback **Required qualifications, capabilities, and skills** + 3+ years of experience in financial services or private markets, focusing on service design +… more
- Robert Half Finance & Accounting (Boston, MA)
- …a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client ... * Minimum of 2 years of experience in a client service or administrative role within financial ...a team-focused environment. * Familiarity with wealth management or private wealth processes is highly advantageous. * Demonstrated initiative… more
- M&T Bank (Paramus, NJ)
- …**Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, ... years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills Strong… more
- Insight Global (Nashua, NH)
- Job Description Insight Global is hiring an Associate Financial Advisor for a fast-paced, client -focused financial advisory firm in Nashua, NH. The ... Associate Financial Advisor will play an instrumental role in supporting...operations, assisting lead advisors in helping clients achieve their financial goals, and gradually building their own client… more
- Raymond James Financial, Inc. (Lexington, KY)
- …support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client ... client -specific reporting as needed for review by the financial advisor + Create and maintain records and files...within a period of time after employment _Vine Street Private Wealth and its employees are_ **_independent contractors with… more
- TD Bank (New York, NY)
- …opportunities + Values private and public companies + Performs complex financial and M&A modeling + Prepares external client proposals and internal ... this role. **Job Description:** We are currently seeking an Associate to join our Payments and Financial ...financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients.… more
- Insight Global (Dover, DE)
- Job Description Serve as a first point of contact for client support inquiries, ensuring timely and professional communication. * Collect, clean, and analyze ... client and operational data to identify trends, patterns, and...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- SMBC (New York, NY)
- …on optimal capital structure, balance sheet optimization and raising debt in the public/ private markets + Assist the team with client relationships to develop ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- Mizuho Corporate Bank (New York, NY)
- …Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the...part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in… more