- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group (CRG) within Wealth and Investment Management (WIM). This role ... Control Specialist understands the complexity, partnership needs and customer service requirements that come with managing this process. You...and the field as needed to navigate the firm's solutions to provide the best resolutions for them and… more
- Citigroup (New York, NY)
- …through business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and ... in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and… more
- JPMorgan Chase (New York, NY)
- …Risk Management Systems, supporting Sales and Trading teams in delivering exceptional client service . + Complete intraday and end-of-day processes, including ... skills can thrive in a dynamic and fast-paced environment. As a Trading Services Associate with a focus on Sales Support, you'll be responsible for understanding… more
- SMBC (Charlotte, NC)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse … more
- S&P Global (New York, NY)
- …team of engineers, ensuring the successful design, development, and deployment of these services . This is an exciting opportunity to take ownership of a key ... initiative within our organization, directly impacting both internal operations and client -facing products. You will work with global staff of software engineers… more
- The Brattle Group (San Francisco, CA)
- …best work product, taking ownership of their work, and engaging in excellent client services . + General finance knowledge, familiarity with financial concepts ... to apply the economic concepts you're learning in the classroom in a professional services setting. It will also help you to improve your research and data analysis… more
- City National Bank (New York, NY)
- …the incentives with which colleagues are awarded. * All City National products, financial solutions and services are to be provided ethically and with integrity ... relationship development strategies in Ultra-High Networth/High Net Worth and Professional Services segments to promote the revenue growth and profitability of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …lines including Compliance, Legal, Risk or other Firm divisions. + Review client background information, securities transactions, and fund movements to identify ... the AML Analyst applies specialized knowledge and skills in securities and/or banking industry compliance, gained through experience, specialized training… more
- JPMorgan Chase (New York, NY)
- …finance, investment banking, credit, payments, asset management, and securities services . **Job responsibilities:** + Lead client meetings and prepare ... to ensure successful transactions across diverse banking products and solutions . + Assist senior bankers with client ... management, idea generation, and business initiatives to enhance client service and drive growth. + Mentor… more
- JPMorgan Chase (Boston, MA)
- Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by ... Iwithin JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a… more