- Bank of America (New York, NY)
- Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of … more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... effective. **Role Specifics** The Direct Markets Coverage Group, Brokerage Services Financial Advisor is a fully licensed,...planning strategies + Delivery of an appropriate level of service over the lifetime of the client … more
- TD Bank (New York, NY)
- …Exposure:** Collaborate across teams, industries, and geographies, building a foundation in client service , risk management, and product strategy. + **Make a ... five product families and four client segments. ** Client Segments:** + Corporates + Financial Institutions... Institutions ("FIs") provides Canadian payment clearing and settlement services to financial institutions globally who fall… more
- Intertek (Columbus, OH)
- …OH Intertek, a leading provider of ATIC (Assurance, Testing, Inspection, and Certification) Services , is looking for a Client Order Specialist to join our ... with resolving account problems + Manage new and existing client accounts + Use financial tools available to determine clients' credit worthiness and status… more
- JPMorgan Chase (Columbus, OH)
- …Skills, and Capabilities** + 4-year degree (BA/BS) + 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products ... in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you...Advisor Services desk regarding Funds products and services + Create client presentations; develop prep… more
- WTW (Nashville, TN)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Robert Half Technology (New York, NY)
- …A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management. * ... are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep… more
- WTW (Stamford, CT)
- …insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... professional development. + Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure… more
- WTW (Chicago, IL)
- …and adherence to stated deadlines. + Partner with Global Delivery Centers and Client Service teams to deliver superior project management. + Build strong ... and direction, play an active support role in multiple client teams developing financial analyses, outputs and...Proven ability to manage multiple projects simultaneously. + Strong client service orientation (internal and external) +… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Our client , a prominent financial advisory firm located in Center City, Philadelphia, is seeking a Financial Planning Analyst to join their ... preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services . The Financial Planning Analyst… more