- Robert Half Finance & Accounting (Stamford, CT)
- …valuable experience in financial services, particularly in private equity and alternative investments , while supporting client service and operational ... to join our team in Stamford, Connecticut as an Associate of Alternative Investments . This entry-level role...of relevant experience, preferably in financial services, operations, or client service . * Strong communication and interpersonal… more
- Kestra Financial (Palo Alto, CA)
- …and services can meet their needs. + Prepare sales presentations/proposals to explain investments and services to a potential client . + Complete expense reports, ... finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and… more
- Banco Popular Puerto Rico (Brooklyn, NY)
- …2025 Location: Brooklyn, NY, US, 11206 Company: Popular Workplace Type: On-site Sales and Service Associate Brooklyn Graham Avenue NY Mgmt. The Sales and ... Service Associate is responsible to perform a...and uncovering their needs to gain in-depth knowledge of client 's financial life priorities and provide the products/services that… more
- AON (St. Peter, MN)
- …and legal compliance across all entities. Client Relationship Management + Deliver client service excellence and manage bespoke service agreements. + ... Attend board and strategy meetings, presenting on accounting, investment , insurance, and governance matters. + Resolve client...all entities. Client Relationship Management + Deliver client service excellence and manage bespoke … more
- Janus Henderson Investors (New York, NY)
- …times able to work with little support + Transparent, clear and honest, and focused on client service + Approachable and able to listen and knows how to transfer ... clients define and achieve superior financial outcomes through differentiated insights, disciplined investments , and world-class service . We will do this by… more
- BMO Financial Group (Scottsdale, AZ)
- … meeting materials, and complete follow up items. Update CRM accordingly. + Client Service : Prepare new account applications, handle account transfers, initiate ... As an Associate at Stoker Ostler, you will work as...CRM and send letters of confirmation. + Reporting: Provide client investment reports, performance reports, or other… more
- Truist (Miami, FL)
- …ability to sell a wide range of products and services and very strong Client Service Skills. 7. Excellent verbal, written and presentation skills. **General ... financial consulting for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial solutions and specialists to… more
- PNC (Pittsburgh, PA)
- …an opportunity to contribute to the company's success. As a Capital Markets Sr. Associate Trade SWAP (F) within PNC's Capital Markets organization, you can be based ... and trading activity. + Works with internal partners in developing pitches, providing client relationship support and pricing client structures. + Monitors and… more
- PNC (Strongsville, OH)
- …Finance, Decision Making, Equity Trading Systems, Financial Accounting, Investments , Investment Strategies, Trading Strategies **Competencies** Accuracy ... an opportunity to contribute to the company's success. As a Capital Markets Associate - Sales (F) within PNC's Capital Markets organization, the preference is to… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer, Global Transaction Banking - New York **Requisition ID:** 231691 **Salary Range:** 117,400.00 - 224,700.00 _Please ... team, committed to results, in an inclusive and high-performing culture. ** Associate Director, Treasury Management Officer, Global Transaction Banking - New York**… more