- Bank of America (New York, NY)
- …across the bank to create opportunities that meet a client 's diverse financial needs **Skills:** + Account Management + Client Solutions Advisory ... Wealth Management Banking Specialist - Private WM New York, New York;New...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates… more
- Wells Fargo (Winston Salem, NC)
- …**About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in Trust Client & ... within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in… more
- Wells Fargo (Austin, TX)
- …and procedures including, but not limited to, distributions, account maintenance, account opening and closing, Know Your Client (KYC) requirements, annual ... (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)… more
- Wells Fargo (Minneapolis, MN)
- …(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) ... a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Robert Half is looking for a Senior Operations Specialist to join our client 's team in the Philadelphia area. This Senior Operations Specialist ... of financial operations. Responsibilities: + Oversee all activity in client accounts on our accounting and reporting system, including maturities and/or calls,… more
- Bank of America (Jersey City, NJ)
- …an impact. Join us! **Job Description:** Managed Account Advisors (MAA) Client Advocate is dedicated to providing Financial Advisors a comprehensive solution ... Product Specialist Jersey City, New Jersey **To proceed with...order to determine how we can help satisfy the client 's and the Financial Advisor's requests. The… more
- Medtronic (DE)
- …compassionate world. **A Day in the Life** As an **Operating Room Sales Specialist ** , you will promote the Acute Care Monitoring's capital and consumable portfolio ... addresses respiratory surgical complications. As a goal-driven Operating Room Sales Specialist , you are the primary person responsible for driving revenue generating… more
- Waystar (Louisville, KY)
- …THIS POSITION** We're looking for a motivated, detail-oriented Print Services Operations Specialist to join our fast-paced and growing Payment Operations team. This ... Statements solutions, which are critical to delivering a best-in-class financial experience for patients and providers. As an Operations... experience for patients and providers. As an Operations Specialist , you will serve as a tier 2 support… more
- Guardian Life (Bethlehem, PA)
- …to process all items within queues daily. **You have** + Knowledge of retail client onboarding/new account process, and advisory products + Strong and analytical ... The Operations Specialist will serve as an SME on all aspects of our managed account model management, trading platform, annuity operations as well as all… more
- H&R Block (Crest Hill, IL)
- …be a part of H&R Block! What you'll do As a Senior Block Advisors Accounting Specialist , you will play a pivotal role in ensuring the accuracy and integrity of ... financial records for our clients. With your advanced bookkeeping...assist in the overall development of the business services client base serviced by Block Advisors. Day to day,… more