- Thrivent Financial (Spokane, WA)
- …Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts + Position products, services , and ... to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor on complex...marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided… more
- Edward Jones (St. Louis, MO)
- …could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything ... we do. And Service and Operations divisions are at the center of...innovate new ways of working. Using insights to create solutions for the future - in the here and… more
- Edward Jones (Davis, CA)
- …bachelor's degree is strongly preferred or equivalent work-related experience within the securities /financial services industry + Financial services and/or ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background… more
- KeyBank (Brooklyn, OH)
- …capacity or other client service roles. + Demonstrated strong client service skills. + Securities processing and bank operations knowledge. ... banking, operating fund, and charitable plan client needs. + Client consultation/advocate background. + Securities processing and bank operations knowledge.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …minimum of two (2) years of experience in a sales or trading role within the securities or financial services industry. + OR ~ + Any equivalent combination of ... tasks, including faxing, filing and copying. + Serves as liaison between client and sales and/or trading personnel. + Maintains currency in organizational and… more
- Wells Fargo (Los Angeles, CA)
- …with Financial Advisors and internal stakeholders to deliver tailored lending solutions , optimize client outcomes, and ensure compliance with regulatory ... + Develop and maintain deep expertise in Wells Fargo's Lending and Banking Solutions , including Home Mortgage, Securities -Based Lending, Custom Credit, and core… more
- Dentons US LLP (Salt Lake City, UT)
- …of various backgrounds and experiences, we strengthen our ability to provide innovative solutions , deliver exceptional client service , and advance the ... Managing transaction due diligence processes, closings and checklists + Federal and state securities laws and filings + Helping build client relationships +… more
- JPMorgan Chase (Newark, DE)
- …will get the opportunity to work in a diverse team that accurately delivers securities valuation services through a wide range of daily and monthly activities. ... time sensitive tasks, and have a passion to drive solutions across organizational boundaries. Global Valuation Services ...to increase efficiency and reduce risk that may cause client account impacts and money/ reputational loss for the… more
- JPMorgan Chase (New York, NY)
- …will partner with internal teams to resolve production, quality, and escalated client service or risk-related issues, always striving for operational excellence ... execution of lending requests and a high standard of client service throughout the process. + Promote...qualifications, capabilities, and skills** + 6+ years of financial services experience + Valid and active Securities … more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $120,000 - $190,000 USD TD is committed to providing fair ... role. **Job Description:** TD Cowen, a division of TD Securities , is looking for an Equity Research Associate to...the broader organizational and industry context into advice and solutions + Solves complex problems requiring analysis of multiple… more