- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 07 **About the** **Role:** ** Client Services Associate , Capital Markets** **The Team:** Join a team that ... skills, and professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve their issues, interpret… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …preferably in Finance or a related field. * Minimum of 2 years of experience in wealth management or the financial industry, ideally in a similar role. * Series ... financial goals and needs. * Provide comprehensive support to Wealth Advisors by assisting with client services....support to Wealth Advisors by assisting with client services. * Manage investment accounts and ensure accuracy… more
- Raymond James Financial, Inc. (Jackson, MI)
- …+ Series 7 + Series 63, 65 and/or 66 as required by state _Paramount Wealth Management and its employees are_ **_independent contractors with respect to Raymond ... client meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available… more
- First National Bank of Omaha (Sugar Grove, IL)
- …and standards. + Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor. + ... how it fits into our organization's success.** **Summary of the Job:** The Client Relationship Associate provides daily customer support and enables the… more
- Raymond James Financial, Inc. (Payson, UT)
- …as part of a team + Provide a high level of customer service _Pointe Wealth Management and its employees are_ **_independent contractors with respect to Raymond ... by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available… more
- Comerica (Bloomfield Hills, MI)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA)...listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork… more
- TD Bank (Shrewsbury, MA)
- …prospects to attract and develop clients and address their wealth management advisory needs + Analyzes client and prospect financial information, including ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Associate ...clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will… more
- JPMorgan Chase (New York, NY)
- Within JP Morgan Wealth Management , Wealth Management Solutions ("Solutions") serves the entire wealth spectrum, from affluent clients in Chase ... Platform will be a member of the Multi-Asset and Portfolio Solutions team within Wealth Management Investment Solutions. The primary function of this role is to… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director, Treasury Management Officer, Global...in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity… more
- JPMorgan Chase (Columbus, OH)
- …and our digital investing platform. As a Affluent Thought Leadership Events Manager Senior Associate within the Wealth Management business you will support ... are meeting the needs of client and prospects to JPMorgan Wealth Management . **Job responsibilities** + Manage overall event planning logistics - end to end-… more