- JPMorgan Chase (New York, NY)
- The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, ... clients. As a Vice President in the Advisory Specialists group within JP Morgan Wealth Management's Investments & Advice team, you will play a crucial role in… more
- Guardian Life (Pittsfield, MA)
- As a Wealth Management Agency Operations Specialist , you will support Guardian Agencies with submitting new business and servicing wealth management ... Degree or relevant work experience + Strong retirement and wealth management knowledge + Must be able to work...financial services industry in a service, operational, or sales support role + Experience with Pershing's NetX360, Wove performance… more
- First Horizon Bank (Morristown, TN)
- …: On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) ... building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to… more
- JPMorgan Chase (Columbus, OH)
- …million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + **Investment Implementation Portfolio Management:** ... Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded… more
- US Bank (Gresham, OR)
- …hiring for a service and support WM Specialist Assistant to support our Private Wealth Banking customers and US Bank. Working within delegated authority ... we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our… more
- Huntington National Bank (Columbus, OH)
- Description Provide exceptional administrative support for the Huntington Private Bank Front office team* Verify documents for consistency, accuracy, and ... for processing* Responsible for electronic file retention in accordance with Wealth Services standards.* Work closely with colleagues to ensure timely processing*… more
- Comerica (Dallas, TX)
- …risk management, controls, and compliance concepts and frameworks Project support /project management skills - ability to provide direction, track progress ... Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their… more
- Fox Rothschild LLP (Atlanta, GA)
- …Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using ... standards for our work product and client service. **ESSENTIAL FUNCTIONS:** **Attorney Support ** + Provide superior client service by answering and screening calls… more
- Regions Bank (Nashville, TN)
- …section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual ... in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail. **Primary Responsibilities** + Responds to routine customer and internal account inquiries, performing necessary research and… more
- Regions Bank (Mobile, AL)
- …section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual ... in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail. **Primary Responsibilities** + Responds to routine customer and internal account inquiries, performing necessary research and… more