- Edward Jones (Irvine, CA)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire ... client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are...preferred + 3-5 years of relevant experience in securities/financial services industry preferred + Series 7 and Series 66… more
- BMO Financial Group (Green Bay, WI)
- …plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize ... development, prioritization and implementation of business, technology, sales and service , channel optimization and enhanced customer experience. + Provides support… more
- BMO Financial Group (Minneapolis, MN)
- …+ Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. ... operational programs. + Executes work to deliver timely, accurate, and efficient service . + Leads/participates in the design, implementation and management of core… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies ... engaged primarily in investment and financial planning, in addition to capital markets...and priorities. * Provide a high level of customer service . **Educational/Previous Experience Requirements:** * Bachelor's degree (BA) in… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination… more
- BMO Financial Group (West Palm Beach, FL)
- …+ Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. ... stakeholders to build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport… more
- Raymond James Financial, Inc. (New York, NY)
- …(OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... team environment. + Provide a high level of customer service . + Establish and maintain effective working relationships at...of three (3) years of experience in the financial services industry, compliance, or risk management. ~or~ + Any… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** + Effective reporting and communicating complex information. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... problems and proactively suggest solutions. + Provide a high level of customer service . + Establish and maintain effective working relationships at all levels of the… more
- JPMorgan Chase (Jersey City, NJ)
- …Specialized Industries Business Management Lead - Executive Director within the Commercial Investment Bank, you will partner with the business leads to formulate ... and collaboration. **Job responsibilities:** + Develop strong trusted stakeholder advisor / partner relationships with key clients and internal stakeholders,… more
- Quad (Chicago, IL)
- Rise is an award-winning, full- service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary ... work and culture. General Purpose of Job: The Manager, Investment , Affiliate and Influencer is the strategic lead for...revenue, and customer acquisition goals * Serve as trusted advisor and consultant to clients on calls, emails, and… more