- Bank of America (San Francisco, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is ... consideration. Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft… more
- Truist (Atlanta, GA)
- …role 4 days per week* This position performs assigned duties within Securities Operations unit for the bank Wealth Management business. This position will ... to time. 1. Participate in various processing functions for Wealth accounts, including securities and investment related...6. Act as Subject Matter Expert (SME) for Securities Operations for processes assigned. 7. Stay current on trends,… more
- Truist (Wilson, NC)
- …Forest Hills Road, Wilson, NC. This position performs assigned duties within Securities Operations unit for the Wealth Management business. This position will ... to time. 1. Participate in various processing functions for Wealth accounts, including securities and investment related...and related training. 2. Two or more years of Wealth Management experience. 3. Knowledge of securities operations… more
- Regions Bank (Hoover, AL)
- …of Wealth Management. This position is responsible for ensuring Wealth Management portfolios are aligned with their investment objectives, supporting ... School Diploma or GED and four (4) years of trading, asset management, wealth management, trust operations , business, marketing, communications or other related… more
- Charles Schwab (Bellevue, WA)
- …As a **Senior Regional Manager** you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group.… more
- JPMorgan Chase (New York, NY)
- …+ Undergraduate degree required. + Preferred experience in fiduciary and investment operations , accounting, paralegal work, grant administration, or nonprofit ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Citigroup (Tampa, FL)
- …Primarily responsible for day-to-day processes of intake/assignment/close out of investment complaints for a retail broker dealer/RIA and insurance agency ... of detail, subject matter expertise, and some familiarity with investment products/characteristics. **Responsibilities:** + Supporting teams with compliance and… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management ... and/or Abilities + Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel and Power Point)… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...investment processing as well as planning assistance. The associate will need high attention to detail as they… more
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