- JPMorgan Chase (Tempe, AZ)
- … client needs, initiating trades in the capital markets, and completing service -oriented transaction + Document all client interactions and meeting all ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As… more
- MUFG (Tampa, FL)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...support the configuration, deployment and the delivery of AWS services , oversee day to day operations and play a… more
- Bank of America (Charlotte, NC)
- …of US Fixed Income products. Applicant must be on hand to offer premium client service and manage the relationships between our clients and fixed income ... support for Global Markets sales, trading and underwriting business for securities , foreign exchange, fixed income, exchange traded derivatives, and over-the-counter… more
- Edward Jones (Loveland, CO)
- …required; Bachelor's degree preferred + 3-5 years of relevant experience in securities /financial services industry preferred + Series 7 and Series 66 ... ** Client advocate. Skilled communicator. Problem solver. Does that...apply legal and regulatory requirements related to selling financial solutions + Work independently with strong problem solving, critical… more
- NBT Bank (Burlington, VT)
- …customers/prospects to determine investment and insurance needs, recommends appropriate products/ solutions with a focus on retention and replication of their ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** ... etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and...Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net… more
- Charles Schwab (Lone Tree, CO)
- …inbound calls, in-branch client events, and by identifying and championing client goals + Take inbound service /trading interactions (phone, chat, email), ... financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...will start with studying for and passing the required securities license exams. You will then receive training to… more
- KeyBank (Brooklyn, OH)
- …issues - Applies sound fiduciary judgment to trust and estate settlement matters ** Client Management:** - High level customer service and communications -Works ... administration, tax issues, legal issues, distribution, etc. - Pro-active client contacts, per service standards **Compliance:** -...- Ability to work as part of sales and client servicing team - Working knowledge of investments/ securities… more
- MUFG (Tampa, FL)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...for secure, scalable AI platforms tailored for the financial services sector. Select and integrate industry-leading tools while ensuring… more
- Raymond James Financial, Inc. (Southfield, MI)
- …and interpreting data to determine appropriate corrective action. + Understands client needs, identifies root causes of more complex problems and implements ... pragmatic solutions . + Provides functional support to less experienced associates...Provides functional support to less experienced associates including resolving client escalations. + Manages basic department workflows to ensure… more