- M&T Bank (Paramus, NJ)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... **Education and Experience Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree,… more
- Edward Jones (St. Louis, MO)
- …our Client Concierge Specialist to deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...+ Experience working with HNW clients and/or delivering a private client service + Experience with project… more
- First Horizon Bank (Morristown, TN)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …to $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client... client goals, enter client data, and conduct financial analysis. *… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …experience for Private Wealth clients. The work centers on reviewing client information, supporting onboarding, coordinating with advisor teams, and helping ... firm based in Salt Lake City is seeking a Financial Operations Analyst to join its Private ...+ Perform due-diligence checks (AML/KYC) for new and existing Private Wealth accounts. + Support new client … more
- HSBC (St. Helen, MI)
- …+ Proven relationship management skills with global clients and a track record of client engagement and trusted advisor status. + A strong understanding of risk ... Relationship Director, Institutional Client Group Brand: HSBC Area of Interest: Location:...and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption… more
- Bober Markey Fedorovich (Cincinnati, OH)
- …+ Responsible for a variety of roles that assist in the preparation of client financial statements in compliance with official guidelines and requirements for ... with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized...+ Performs various analyses to assure the accuracy of client financial statements. + Performs monthly accounting… more
- DXC Technology (Ashburn, VA)
- …expected to work onsite at least two days per week. **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship owner for ... IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector… more
- JPMorgan Chase (Palo Alto, CA)
- …a consistent and client -centric manner. You will act as a trusted advisor to both internal teams and clients, leveraging deep industry knowledge to inform ... Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse… more
- Raymond James Financial, Inc. (Lexington, KY)
- …summary reports and client -specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... financial advisors and branch office + Open new client accounts, process money movement, and research information as...within a period of time after employment _Vine Street Private Wealth and its employees are_ **_independent contractors with… more