- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Raymond James Financial, Inc. (Wichita, KS)
- **Essential Duties and Responsibilities** + Manage and deepen client relationships with effective communication and personalized attention in every interaction + ... orders, and rebalances as requested + Schedule, attend, and facilitate client meetings + Manage referrals effectively + Prepare financial reports, spreadsheets,… more
- Raymond James Financial, Inc. (Fort Mill, SC)
- …the financial advisors and branch office + Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies + Ensures key client information and documentation is current with firm and...+ Prepares financial reports, spreadsheets and other materials for client meetings + Inputs orders and rebalances portfolios on… more
- US Bank (Boise, ID)
- …paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists ... such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing… more
- Evolent (Hagatna, GU)
- …the impact of our specialty programs and administrative platform. **Role Overview:** The Associate Director role on Client Analytics will support both internal ... for the mission. Stay for the culture. **What You'll Be Doing:** The Client Analytics team provides a unique opportunity to collaborate with key business, analytics,… more
- US Bank (Beaverton, OR)
- …_This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program._ If there's anything we can do to ... accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to… more
- JPMorgan Chase (Chicago, IL)
- …research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee Experience (GCEX) ... organization, you will play a pivotal role in shaping user experiences across our products and services. Leveraging advanced proficiency in research methods, analysis, and both quantitative and qualitative techniques, identify customer needs and translate them… more
- JPMorgan Chase (New York, NY)
- …including interactions with senior stakeholders. **Job summary:** As the Asset Management Client Skills Strategy and Training Associate , you will be responsible ... The Client Skills Training Team is dedicated to designing,...of a the broader Global Product Strategy, Development & Client Skills Training organization, ideal for someone looking for… more
- Caris Life Sciences (Irving, TX)
- …bigger than yourself, Caris is where your impact begins.** **Position Summary** Our Client Billing Associates are responsible for charge entry on specific client ... inquiries regarding billing issues and problems. + Send monthly client statements based on client preferences. +...setting, preferably in customer facing role OR front desk associate . + Customer Service & Communication skills - written… more