- Lincoln Financial (Broomall, PA)
- …a Glance We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, ... the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with.… more
- MRA Recruiting Services (Minneapolis, MN)
- Job Title: Client Service Specialist Company: Laurel Wealth Planning Location: Edina, MN - Hybrid About our Firm Laurel Wealth Planning (LWP) has served clients ... through comprehensive financial planning and proactive investment advice for over twenty-five years from our main...want, building long-term relationships based on a foundation of trust and confidence. High attention to our clients (1… more
- GP Fund Solutions (Latham, NY)
- …At GPFS, we are committed to supporting our employees' well-being and financial security . Our benefits include: Medical, Dental, & Vision Insurance - We offer a ... plans to help you find the coverage you need. Company-Paid Life Insurance - Financial security for you and your loved ones with fully covered life insurance. PTO &… more
- ServiceNow (Chicago, IL)
- …Description The Solution Sales Manager will oversee market success of ServiceNow's Security products. These products are built on our market leading Service ... account team, customer and partners. Interlock with SC & Specialist SC on Capability Roadmap for feedback and agreement...role you have: 7+ years knowledge on return on investment of specialty solutions area to lead solution win… more
- Provident Bank (Franklin, NJ)
- …and relationship development. Serves as a liaison to actively refer and coordinate specialist support from lending, investment , trust specialists, treasury ... and problem solve for resolution Understand and adhere to safety and security practices Demonstrate and apply good relationship building skills Proficient at… more
- US Bank (Greenwich, CT)
- …support representative functioning as the primary, daily contact between Wealth Management Trust , Banking, or Investment customers and US Bank. Working within ... specified authority to the assigned Wealth Management Advisor or respective specialist . Works proactively to identify potential problems, compliance issues, or fraud… more
- Lincoln Financial (Radnor, PA)
- …a Glance** We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, ... the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with.… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **To proceed with your application, you must be at least 18 years ... point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients'...skills * Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series… more
- JPMorgan Chase (Columbus, OH)
- …monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over ... Private Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio Management:** + Monitor, invest, manage, and trade… more
- Umpqua Bank (Portland, OR)
- Trust Relationship Specialist Wealth Management Portland, Oregon **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... Together for better. **About the Role:** In this roleunder general direction, a Trust Relationship Specialist will work with senior lead officers to manage… more
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