- Wells Fargo (Bloomington, MN)
- …. **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth...direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account… more
- JPMorgan Chase (Tampa, FL)
- …with their letter of credit needs, this could be the role for you! As a Senior Client Service Account Associate in The Trade and Working Capital Client Service ... for each client within your assigned portfolio, and a senior leader as trade advisor for complex...degree + CDCS certification JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- JPMorgan Chase (San Francisco, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Kestra Financial (Palo Alto, CA)
- …line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- JPMorgan Chase (Dallas, TX)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- JPMorgan Chase (New York, NY)
- **Job Summary:** The Global Private Bank is seeking a dynamic and experienced Senior Associate to join our Digital Team. This role will focus on representing and ... our clients and advisors within these segments. Additionally, the Senior Associate will drive the adoption of...+ Proven experience in a similar role within the financial services industry, preferably in private banking or wealth… more
- Santander US (Boston, MA)
- AML Advisory Senior Associate - Hybrid - Boston, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... to Talk to You!** **Job Description:** The **AML Advisory Senior Associate ** serves as an **AML subject...Oversight within the BSA/AML and OFAC Advisory team, the Senior Advisor will ensure business processes address… more
- NetApp (San Jose, CA)
- …cloud data services, storage systems, and software. As a Strategy & Operations Senior Associate , you will join a highly entrepreneurial team, including alumni ... specialize in one of NetApp's business units. This position provides unparalleled senior executive exposure and is often the avenue to unique functional leadership… more
- JPMorgan Chase (Chicago, IL)
- …for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with Financial Advisors, ... The Client Service Associate is the primary point of contact for...Provide high quality, high touch service to JP Morgan Advisor clients across the deposit product offering. + Manage… more