- Kestra Financial (Cypress, TX)
- …as assigned Knowledge, Skills, and/or Abilities + Strong understanding of the financial services industry and diverse investment products + Basic computer skills ... wealth planning firm in Cypress, Texas, is seeking an Associate/ Service Wealth Advisor for a great opportunity for the...This position requires a strong understanding of the financial services industry and products and is critical in handling… more
- City National Bank (New York, NY)
- … management opportunities. * Relationship Management * Take a lead role in managing investment services by planning, delivery, and regular review with clients. * ... on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial Advisors (FA) will work in tandem with… more
- ServiceNow, Inc. (Addison, TX)
- …the chances of the client providing high marks for project satisfaction. + Drive service references + Ensure that each services contract enables revenue to be ... to make the world work better for everyone. The Services Account Executive is responsible for the opportunity management...ensure that clients make full use of their ServiceNow investment by driving rollout and deployment plans for the… more
- Foresters Financial Services (Westbury, NY)
- …in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple ... wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services , practice management support and innovative… more
- Robert Half Finance & Accounting (San Jose, CA)
- …processes, making this an excellent opportunity for career growth in the financial services industry. Key Responsibilities: + Deliver high-touch service to a ... Description Job Posting: Client Service Associate - Wealth Management A well-established and...Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly motivated Client… more
- Owens Realty Services (Raleigh, NC)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... services company. Our comprehensive roster of services efficiently and economically manages the operation of sophisticated real estate investment portfolios,… more
- Owens Realty Services (Hartford, CT)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... services company. Our comprehensive roster of services efficiently and economically manages the operation of sophisticated real estate investment portfolios,… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ... will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role...and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will leverage your… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …Duties and Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting… more
- Cherry Bekaert (Austin, TX)
- …$1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. ... framework through an Organization Assessment including: review of the organization's service area, products/ services , track record, pipeline, community impact… more