- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Senior Associate in Asset & Liability Management (ALM) Investments - Portfolio Management, you will ... and develops solutions. Interacts with internal/external service partners, including broker dealers and/or analytics providers, and leverages their knowledge. +… more
- JPMorgan Chase (Jersey City, NJ)
- …outside of Internal Audit and across the firm! As a Senior Internal Auditor, Associate on the Commercial and Investment Banking Finance Audit team, you will be ... financial services industry + Exposure to capital planning (CCAR), broker -dealer and bank regulatory reporting, and Treasury/liquidity reporting processes… more
- JPMorgan Chase (New York, NY)
- …investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role based in ... service experience, preferably in wealth management + Familiarity with broker -dealer platforms (LPL preferred) + Excellent communication and professional demeanor… more
- Kestra Financial (West Hartford, CT)
- …a customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with ... experience in the financial services industry with a strong understanding of broker /dealer operations and financial services products, including but not limited to:… more
- Huntington National Bank (Minnetonka, MN)
- Description Summary: The Asset Finance Sales Associate works with a team of sales representatives to provide equipment financing product directly to customers or ... calling and tradeshows with EFRM Sales Team + Co-manage dealer, distributor, broker and customer relationships with sales executive + Prepares and presents proposals… more
- Lincoln Financial (Radnor, PA)
- …and seminars taken during the program **What you'll be doing** **As an Associate Actuary, you will support special modeling projects for Lincoln's life insurance ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Broadridge Financial Solutions (Newark, NJ)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position ... in the financial services industry allowing for a strong understanding of broker /dealer operations and financial services products, including but not limited to:… more
- HUB International (Wilmington, MA)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... regional culture. We currently have an opportunity for a **Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the CRM in client retention… more