- Wellington (Needham, AL)
- …ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US ... Wealth business. Key responsibilities will include: + Support fulfillment...support the '40 Act Platform + Support negotiation of service provider agreements, including distribution agreements, administration agreements and… more
- JPMorgan Chase (Columbus, OH)
- JP Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and ... Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other...businesses, our team is at the forefront of redefining service standards. As a Sales Strategy Support Analyst of… more
- HUB International (Hato Rey, PR)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. We are committed to providing you...**The Opportunity** Join us today as a Employee Benefits Client Executive! HUB PR's Client Executive manages… more
- HUB International (Hato Rey, PR)
- …center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. We are committed to providing you with competitive and ... career satisfaction. **The Opportunity** Join us today as a Client Executive Assistant! HUB PR's Client Executive...works closely with the Account Executive to ensure top-tier service . CEA will partner with the Commercial Lines Account… more
- BlackRock (Sausalito, CA)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family ... for consistency and transparency . Contribute to initiatives that enhance overall client experience and service delivery . Support automation and efficiency… more
- BlackRock (San Francisco, CA)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family ... that addresses strategic business initiatives involving customer relationship management, client onboarding, investment operations and servicing workflows. **Key Responsibilities**… more
- Edward Jones (Tempe, AZ)
- …could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything ... we do. And Service and Operations divisions are at the center of...due to the volume of applicants. **Team Overview:** The Wealth Management and Field Management (WMFM) 1st Line Risk… more
- TD Bank (Bronx, NY)
- …suitable + Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee)...skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the… more
- TD Bank (Milford, MA)
- …suitable + Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee)...skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the… more
- UMB Bank (Kansas City, MO)
- …+ Intimately involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoney + Maintain and ... clients Role Specific Job Duties: + Primarily focused on servicing high value family client segments as a client -facing Wealth Planner + Senior mentor… more