- Truist (Winter Park, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Jersey City, NJ)
- …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 point of contact for Prime Brokerage clients, addressing their trade and settlement needs. You...scope are "Equity, FI, REPO, and Options.", + Process client trades files, monitor Trade Exception Manager and sign… more
- Wells Fargo (Bloomington, MN)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- Wells Fargo (Farmington, CT)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Nashville, TN)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Clifton, NJ)
- **About this role:** Wells Fargo is seeking a Part-Time Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management to support The Olin Group of Wells Fargo Advisors. Learn more ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in… more
- Wells Fargo (Greenville, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Job Posting: Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly ... motivated Client Service Associate to join its wealth...in financial services, preferably in asset or wealth management, brokerage , or banking. + Strong analytical and problem-solving skills.… more