- Thrivent Financial (Van Wert, OH)
- …we want to speak to you! You will play a critical role in our client experience, so an out-going and service -oriented mindset is a must. Team Sponsored ... Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts * Position products, services , and… more
- Byline Bank (Evanston, IL)
- …Byline Bank offers a broad range of commercial and community banking products and services , including small-ticket equipment leasing solutions , and is one of the ... credit, and liquidity needs. + Partner with internal teams to deliver holistic financial solutions and enhance client satisfaction. + Profile client bases… more
- TEKsystems (Scottsdale, AZ)
- …assigned Skills: Investment management, Investments, wealth management, transactions and securities , financial services , brokerage operations, brokerage banking, ... in accordance with the firm's policies and procedures to protect the client , the advisor and the firm. Responsibilities: -Coordinates receipt of submissions via… more
- Santander US (Boston, MA)
- …Consultants. This role will require handling inbound calls, and providing outstanding service solutions to meet clients' financial needs. + Handle inbound ... 's needs and objectives while providing appropriate support around the client investment/insurance service needs and maintaining consistent with compliance… more
- Thrivent Financial (Escanaba, MI)
- …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 (Stockton, 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
- SMBC (New York, NY)
- …Attend or lead client meetings providing deep industry knowledge and expertise driving client solutions and deal generation + Act as a subject matter expert ... with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The… 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
- JPMorgan Chase (Chicago, IL)
- …and mitigate, structure and negotiate accordingly + Extensive knowledge of products and services + FINRA Series 79, 63 and Securities Industry Essentials ... as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are...responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and… 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