- Robert Half Finance & Accounting (New York, NY)
- …Financial Services are currently recruiting for an Investment Operations Associate role, for a boutique wealth management firm based in midtown Manhattan ... York. Our client requires 2+ years investment operations or client services experience within wealth ...DTCC, REX, Moxy is advantageous + Bachelor degree The Operations Associate role requires 3 days per… more
- JPMorgan Chase (Columbus, OH)
- …1 million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio ... + **Knowledge and Oversight:** + Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS),… more
- JPMorgan Chase (Jupiter, FL)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... and administrative support. You will play a key role in supporting Advisors' business operations , from account opening to investment trades. You will also assist… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... issues will be owned end to end by the associate and will be treated with a closed loop...+ Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities… more
- Citigroup (O'Fallon, MO)
- …loop process. + Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 ... The Intermediate Associate Telesales Representative is a Client Service and...Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing… more
- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on...wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company… more
- Kestra Financial (Fort Worth, TX)
- …and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time Location: 2512 Horne Street, Suite 100, Fort ... Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are...Duties + Operational Duties + Follow necessary steps for investment account creation + Continuous follow up on outstanding… more
- BMO Financial Group (Palo Alto, CA)
- …Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes investment performance data, ... and reviews and recommends benchmarks and/or peer groups for evaluating investment performance. + Supports the execution of strategic initiatives in collaboration… more
- Zions Bancorporation (Salt Lake City, UT)
- …training tiers. + Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus. Values & Culture At Zions ... bring the opportunity. Role Summary The Client Account Service Associate (CASA) plays a pivotal role in delivering a...delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth … more
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