- Bank of America (New York, NY)
- …across products, market, and entities. + Candidate must be on hand to offer premium Client service , deal with all Client queries, and manage the ... across products, market, and entities. + Candidate must be on hand to offer premium Client service , deal with all Client queries, and manage the… more
- Wellington (New York, NY)
- …that span nearly all segments of the global capital markets. Our investment solutions , tailored to the unique return and risk objectives of institutional clients in ... will play an important role in analyzing complex private and illiquid credit securities to determine fair valuation. The determination of the fair value will require… more
- City National Bank (New York, NY)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...* Responsible for revenue production goals related to advisory services and securities products. * Assist in… more
- Robert Half Legal (Philadelphia, PA)
- Description Our Philadelphia based law firm is seeking a Corporate & Securities attorney with up to 8 years of experience. The role requires hands-on experience ... Philadelphia. Job Duties * Manage entire lifecycle of a deal, from client in-take, counseling on deal structures, drafting investment documents and overseeing deal… more
- Access Dubuque (Dubuque, IA)
- …┬╖ Education Funding ┬╖ Investment & Advisory Services ┬╖ Trust Services ┬╖ Retirement Solutions ┬╖ Business Needs Analysis Northwestern Mutual' proprietary ... False False **Job Details** Categories Advertising/Marketing/Public Relations Agricultural Banking/Mortgage/Financial Services Customer Service Insurance Management/Executive Sales/ Service… 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
- JPMorgan Chase (New York, NY)
- …adoption, continuous product expansion and demonstrating advocacy for specific product and solutions across securities /asset services data. + Contributes ... and market products + Collaborates cross-functionally with multiple lines of business (Sales, Client Solutions , Engineering, Product, Data Science) + Serves as a… more
- 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
- JPMorgan Chase (Boston, MA)
- …a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, ... Join JPMorganChase as a Fund Service Vice President and become a pivotal part...your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in… more
- JPMorgan Chase (Seattle, WA)
- …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