- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Umpqua Bank (Tacoma, WA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client satisfaction. + Provide… more
- Comerica (Charlotte, NC)
- …trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Client ... Assistant Sr. in Comerica's Strategic Alliance plays a vital...Sr., you will work directly with your assigned Trust Advisor , our partnered Financial Advisors, and other internal business… more
- North Carolina Central University (Durham, NC)
- **Posting Details** Position Information **Position/Classification Title** Associate/ Assistant Dean, Business **Working Title** Assistant Dean of Academic ... level and hospitality management, real estate, supply chain strategic management and wealth management at the graduate level. **Primary Purpose of Position** The … more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment providing support to… more
- DriveTime (Tempe, AZ)
- …your vehicle. **That's Nice, But What's the Job?** In short, as the Assistant Director of Internal Communications you will develop and execute a forward-thinking ... team member engagement, and enhances overall company culture. In long, as the Assistant Director of Internal Communications you are responsible for: + Manage our… more
- JPMorgan Chase (San Francisco, CA)
- …lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General Counsel within our Private Bank Legal team, you will support teams ... in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven...the E-SIGN Act, UETA and/or Remote Online Notarization + Wealth management experience All candidates for roles in the… more
- Customs and Border Protection (Riverside, CA)
- …the identification of aviation and marine suspect targets of interest. Acting as the advisor to the AMOC Director on all enforcement matters involving DHS, CBP and ... Veterans, Peace Corps/VISTA volunteers, and persons with disabilities possess a wealth of unique talents, experiences, and competencies that can be invaluable… more
- Citigroup (Tampa, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... implications of the application of technology to the current business environment + Act as advisor or coach to new or lower level analysts and work as a team to… more
- TEKsystems (Herndon, VA)
- Description The Client Service Assistant provides direct support to the Wealth /Financial Advisor (s). The CSA's job is to help enhance the client experience ... the client's needs and providing administrative support to the Advisor in their daily business practices. Top Skills Details...review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming… more