- Thrivent Financial (Faribault, MN)
- This position provides licensed financial and non-financial support to Legacy Wealth Advisors and will serve as a resource to Thrivent Financial for Lutherans ... a sense of "community" with and among clients and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment… more
- HUB International (Fort Lauderdale, FL)
- …Wealth (RPW) Education team. This position provides administrative, educational, and client service support to Retirement Education Specialists and Advisors. ... Resource Groups and Employee Voices Groups **SUMMARY:** The Education Associate , Retirement & Private Wealth is an...+ Prepare internal reports, spreadsheets, and analysis to identify client service needs and opportunities for advice.… 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 ... appropriate financial solutions and specialists to the client to deepen client relationships. 3. Partners with other Truist Wealth product specialists,… more
- Kestra Financial (Novi, MI)
- The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This ... position provides excellent client service and problem-solving skills to confidently...and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations. Knowledge, Skills, and/or… more
- Grant Thornton (Dallas, TX)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Private Wealth Services Tax Senior Associate , you'll...and trusts taxation, and individual income taxes Support multiple client service teams on client … more
- JPMorgan Chase (New York, NY)
- …design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies + Manage or facilitate ... that address critical challenges to the firm. As an Associate on the Strategy & Business Development team, you...will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - Retirement Benefits...can be tailored to meet their unique needs + ** Client Service ** and **Implementation** : Analyze and ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Regions Bank (Hoover, AL)
- …modifications, 5 x 5 powers, and Charitable Trust distribution percentages + Coordinates client service activities with other areas of the organization + ... section of the system. **Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth ...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** As a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support ... interesting, and meaningful. We set high standards for our work product and client service . **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior … more
- Citigroup (San Francisco, CA)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act is a seasoned professional...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more