- Bank of America (San Francisco, CA)
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest businesses of...Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation… more
- US Bank (Greenwich, CT)
- …and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist . Works proactively to ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes... representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US… 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 ... of our team members has a career track with clear skill-building opportunities and support . Client Service Specialist (CSS) Role The Client Service Specialist… more
- iCapital (Greenwich, CT)
- About the Role iCapital is hiring an Internal Alternative Investment Sales Specialist for the distribution partnership with one of its largest wealth management ... of alternative investments and promote adoption of offerings across our client's wealth platform. Travel in coverage territory as requested by external sales… more
- Summitry (San Mateo, CA)
- Job Description Client Service Specialist Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more ... local insight. As a flagship firm of Aspen Standard Wealth , Summitry is part of a broader mission to...Hybrid - WFH 50%/month Job Summary The Client Service Specialist is client-facing and responsible for opening accounts, transferring… more
- Franklin Templeton (Stamford, CT)
- …their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress ... better outcomes for our clients around the world! What is the Client Service Specialist responsible for? We are seeking a Client Service Specialist who will… more
- Corient Private Wealth LLC (Chicago, IL)
- …and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care ... supports your growth, we would like to meet you. Responsibilities Provide support to the advisory teams by administering client data gathering, paperwork preparation… more
- The University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Research Specialist , School of Nursing Job Profile Title Research ...organization and analysis Coordinate activities of undergraduate assistants Administrative support including ordering supplies Perform Additional Job Related Duties… more
- State Street Corporation (Boston, MA)
- …have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full ... The Sector Sales Specialist distributes the SPDR Select Sector ETFs, drives...business results as part of the Sector ETF Sales Specialist team. The Sector Sales Specialist will… more
- S&P Global, Inc. (New York, NY)
- About the Role: Grade Level (for internal use): 10 About The Role: Sales Specialist - Data & Research The Team: The Data & Research team represents several of our ... Impact: As a Data & Research (D&R) Whitespace Sales Specialist for Financial Institutions, you are responsible for selling...have access to a wide range of resources to support you and help you to perform against your… more
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