- Bank of America (Pennington, NJ)
- …The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in ... Investment Advisory Specialist II Pennington, New Jersey **To proceed with... + Presentation Skills + Sales Strategy + Pipeline Management + Portfolio Analysis + Problem Solving… more
- Truist (Dallas, TX)
- …coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help ... coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily...may change from time to time. 1. Prioritize relationship management activities by facilitating the day-to-day transactional needs of… more
- Enterprise Bank & Trust (Clayton, MO)
- …Works closely with the Wealth Advisors, Trust Officers, and the Portfolio Managers to facilitate seamless client relationship management including opening ... the Date of Death valuations for accounts. * Maintain original document vault for Wealth Management . * Responsible for sending out stock gifts * Responsible for… more
- First Horizon Bank (Germantown, TN)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The Mortgage Warehouse Client… more
- JPMorgan Chase (New York, NY)
- …approach, closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management , trusts and financial ... responsible for driving commercial real estate credit origination in the US lending portfolio , by developing and executing on the strategic vision for the product,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …We're seeking an experienced Client Service Specialist to join a boutique wealth management firm. This is a back-office role with some client interaction ... assist with quarterly client reporting. + Maintain CRM and portfolio management systems (Salesforce, Orion). + Support...years of experience + Must have prior experience in wealth management , brokerage, or investment advisory. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Client Service Specialist A growing wealth management firm is seeking an experienced Client Service Specialist to join our team. This role is ... reports and assist with meeting materials using CRM and portfolio management systems. + Contribute to quarterly...Requirements What We're Looking For + 3+ years in wealth management , brokerage, or investment advisory. +… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... on the East Coast for a Private Bank Lending Specialist and/or Sr Private Bank Lending Specialist ...portfolio with extraordinary care and service. The lending specialist works in primarily operational, processing, and analytical capacities,… more
- Citizens (San Francisco, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... loan portfolio with extraordinary care and service. The lending specialist works in primarily operational, processing, and analytical capacities, ensuring a high… more
- Bank of America (Chicago, IL)
- …Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification **Shift:** 1st shift ... Alternative Investments Regional Specialist - Private Bank Chicago, Illinois **To proceed...asset solutions available on the Alternative Investments platform to Portfolio Managers within Bank of America Private Bank. The… more