- KeyBank (Salt Lake City, UT)
- …their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities ... affordable housing capital providers, CDLI offers one-stop-shop debt and equity/ investment capabilities that bring together balance sheet, equity/ investment … more
- Deloitte (Mclean, VA)
- …experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management ... one national training per year. The team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- Huntington National Bank (Charlotte, NC)
- … Service Specialists provides client relationship building partnerships with Advisor (s) and is responsible for the day-to-day activities and interaction between ... within Investments/Financial Services + Minimum of 9 months of customer service experience within Investments/Financial Services + Series 6, Series 63, and… more
- Bank of America (Washington, DC)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service… more
- Raymond James Financial, Inc. (Dallas, TX)
- **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... seeking a dynamic Client Service Associate who is a motivated, detail oriented and...James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic… more
- Aegon Asset Management (OH)
- …Job Description Responsibilities + Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring ... a century ago, we were among the first financial services companies in America to serve everyday people from...newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the… more
- Honeywell (Morris Plains, NJ)
- …results-driven General Manager (GM) to lead our North American Honeywell Energy Services Group operations, covering both the United States and Canada. This role ... + Develop and implement innovative delivery model solutions such as Energy-as-a- Service , Infrastructure-as-a- Service and Microgrid-as-a- Service offerings for… more
- Bank of America (Greenwood Village, CO)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management +… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services . We offer personalized ... approach, and as such we are seeking a Client Service Associate with shared values and vision to join...client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing… more