- Edward Jones (Tempe, AZ)
- … client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... through the delivery of the Edward Jones Generations Private Client Services experience. This team serves as...be obtained within 6 months of hire + Direct client service experience as a member of… more
- Santander US (New York, NY)
- …on Markets and or /regulations changes. Main objective is to listen to client needs and propose them solutions . Excellent communication skills required in ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus… 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
- Southern California Edison (Rosemead, CA)
- …complex agreements, including identifying legal and business risks and recommending solutions . + Securities /Corporate Governance Sr Attorney oversees compliance ... In this job, you'll be primarily responsible for advising internal client organizations regarding compliance with applicable federal, state, and local statutes,… more
- BMO Financial Group (Denver, CO)
- …of Personal and Commercial credit and non-credit products. + In-depth sales and client service skills. + In-depth business development skills with successful ... prospects. Assists in the design, development and delivery of solutions that meet the client 's complex balance...risks and escalates per guidelines. + Performs sales and service support activities to meet client needs… more
- M&T Bank (Los Angeles, CA)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... base .Promote and sell the full array of financial services distributed by the Company to current and new...sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion… more
- RELX INC (MA)
- … is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses ... This position is part of the Blue Sky Regulatory Solutions group which provides regulatory services to...and act on business development opportunities. + Experience managing service delivery in a client -facing environment. US… 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
- JPMorgan Chase (New York, NY)
- …RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC (JPMS), a ... Specialists responsible for the successful rollout and adoption of new products, services , and processes across the Chase Wealth Management organization. This role… more
- JPMorgan Chase (Tampa, FL)
- …interactions and continued premier service delivery + Participate an, where required, in client service reviews and other client meetings + Ownership of ... range of products, including but not limited to Listed Securities , Cash, ETDs, OTCs, Repos, Bank Loans and CFDs....and interactive internal relationships with our global operations partners, client service and other products, including Front… more