- Choice Hotels (NV)
- …with a focus on driving RN revenue growth annually through a combination of current managed account growth and acquisition of new accounts not currently in the ... customers. Understand customer needs and ensure satisfaction with Choice products or services . + Monitor account performance, analyze trends, customer feedback,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working ... as assigned. **Knowledge, Skills, and Abilities:** **Knowledge of:** + General knowledge of managed account practices. + Principles of banking and finance and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …work experience to review and implement model portfolio overlays on several managed account platforms using various exchange-traded products. Under general ... Perform other duties and responsibilities as assigned. **Skills:** + General knowledge of managed account practices. + Principles of banking and finance and… more
- JPMorgan Chase (Columbus, OH)
- …sensitivities + Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial ... mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts + Maintain knowledge of each account 's unique requirements… more
- Bank of America (Jersey City, NJ)
- …opportunities to learn, grow, and make an impact. Join us! **Job Description:** Managed Account Advisors (MAA) Client Advocate is dedicated to providing ... client unique requests. To accomplish this level of premier service our team requires an ambitious mind-set and a...Act in a field-facing capacity as a representative of Managed Account Advisors * Field inbound calls… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …**Knowledge of** * Company's working structure, policies, mission, and strategies. * Managed account platforms. * General office practices, procedures, and ... 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… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …**Knowledge of** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join… more
- Raymond James Financial, Inc. (Greenville, SC)
- …mail) **Knowledge:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... 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… more
- Raymond James Financial, Inc. (Miami, FL)
- …assigned. **Skills:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... than 60 years of rich history and recognition for service and excellence in the Financial Services ...and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other… more
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