- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Overview: The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. ... in preparing monthly and quarterly performance reports. + Monitor and update client investment asset allocations. + Conduct research and due diligence on investment… more
- Citigroup (Tampa, FL)
- … Analyst is an intermediate-level role responsible for supporting the NAM Wealth Banking Operations team by performing client authentication and transaction ... validation. The role involves direct client interaction, ensuring the authenticity of financial instructions, and timely execution of high-value transactions while… more
- Wells Fargo (San Diego, CA)
- …the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as...Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. Learn more about the career… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …About the Role We're seeking a Financial Planner to strengthen client relationships and deliver comprehensive, high‑quality wealth management solutions. ... This role blends technical planning expertise with leadership and exceptional client service. You'll collaborate closely with senior advisors, support and guide … more
- Bank of America (Charlotte, NC)
- …Broker business as well as other lines of businesses such as Global Wealth and Investment Management to complete manual processing of payments (wires) and journal ... ensure books and records are accurately reflected as per business requests. The associate will perform research on wire payments to resolve payment queries, and… more
- Regions Bank (Orlando, FL)
- …Responsibilities** + Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client ... in sales presentations + Determines the financial viability and associated risks of client business + Oversees and provides exceptional service for client … more
- Columbia Bank (San Jose, CA)
- …to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial ... planning, and other wealth services. + May be asked to coach, mentor,...emphasizing risk-adjusted pricing and performance monitoring. Manage and review client relationships on an ongoing basis, including loan origination,… more
- Scotiabank (Houston, TX)
- …in the business system of record and conducting monthly billing for each client . The role ensures all activities conducted are in compliance with governing ... with proven ability to meet and exceed set goals and deadlines + Minimum associate 's degree ideally in accounting with work experience or related field in business… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- S&P Global (New York, NY)
- …commercial organization and a core component of our centralized Revenue Associate Program. This role is designed for high-potential early-career professionals who ... and rotational development program, Associates will gain deep product knowledge, client engagement skills, sales methodology, and commercial acumen preparing them to… more