- Neuberger Berman (New York, NY)
- …opportunities with clients to provide wealth strategy services including wealth planning, trust and estate planning, philanthropic advisory and other relevant ... services that can be provided to enhance the overall client experience and help clients achieve their financial goals. **Growth/Retention:** Develop relationships with extended family members to be positioned to facilitate an orderly transition of assets as… more
- TEKsystems (Mililani, HI)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Experience: + 1-3 years of banking experience, retail, cash handling, customer service + Cash handling experience required +… more
- TEKsystems (Bremerton, WA)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... Qualifications: + High School Diploma/ GED required + 1-2 years of recent customer service experience working directly with customers (must be customer facing roles) + Knowledge of savings and checking products and services + Strong communication and active… more
- JPMorgan Chase (New York, NY)
- …exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning. You will work across teams to understand ... client goals and deliver first-class client service tailored to their unique needs. **What You Can Expect** Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to… more
- TEKsystems (Webster, TX)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; lending products; and credit/debit cards. ... Qualifications: + 1-2 years of recent customer-facing experience (customer service, cash handling, banking) + Banking is preferred but not required + Ability to work in a fast-paced environment + Willingness to help others and ability to navigate difficult… more
- Navy Federal Credit Union (Newport, RI)
- …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Lead cash operations and branch ... self-auditing efforts to keep credit union assets secure and within operational limits + Manage staff to ensure vault opening, closing and balancing procedures are completed + Increase productivity of branch office by implementing relevant employee training,… more
- TEKsystems (Beaufort, SC)
- …offers, including depository accounts such as checking, savings, certificate IRA, revocable trust , and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Assist/training to lower-level team members. Responsibilities: + Analyze, research, and resolve problems and discrepancies related to member accounts/loans + Assist members with… more
- TEKsystems (Bremerton, WA)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Experience + 1-3 years of relevant cash handling experience; banking is preferred but not required + Ability to communicate… more
- Robert Half Finance & Accounting (St. Cloud, MN)
- …and review various types of tax returns, including partnership, S-corp, C-corp, individual, trust , and estate filings. * Communicate effectively with clients to ... provide guidance on tax compliance and planning strategies. * Act as a mentor and leader to entry-level staff, supporting their growth and development. * Handle correspondence with tax authorities regarding notices and inquiries. * Conduct thorough tax… more
- Comerica (Houston, TX)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Vice President, Relationship… more