- Citigroup (Jacksonville, FL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Assoc is a developing professional role...+ Ability to multi-task with strong organizational and time management skills per the needs of banker teams and… more
- Regions Bank (Birmingham, AL)
- …with fiduciary principles + Coordinates client service activities with other wealth management partners + Acts independently using judgment while developing ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …paralegals, and clients to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall approach to ... **Description** As a member of the Client Services Team (CST), the Client ...assigned. **QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):** **Education:** + Associate 's Degree preferred; Bachelor's Degree a plus; applicable work… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …consideration for this opportunity. Join our client 's team, a thriving advisory and wealth management firm managing nearly $5 billion in assets, as an ... Associate Tax Wealth Advisor based in Menlo...accounting and performance reporting procedures. + Assisting in implementing client recommendations. + Developing financial projections using advanced Excel… more
- Regions Bank (Knoxville, TN)
- …with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust advisors + ... the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative 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...from those teams. + Provides timely feedback to senior management to identify client pain points and… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...and products, and is critical in handling the day-to-day client management on behalf of the Lead… more
- Broadridge Financial Solutions (Newark, NJ)
- …high energy leader to drive an ambitious agenda to create AI enabled products in Wealth , Asset Management , and Capital Markets. This leader will work with the ... reputation for AI leadership in the FinTech sector with client facing products such as BondGPT and OpsGPT. The...+ 5-7 years of financial services technology experience in Wealth , Asset Management , Capital Markets in either… more
- Edward Jones (Tempe, AZ)
- …the client team, the Client Consultation Group within our Wealth Management Consultation department provides tailored financial strategies to clients by ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...is yours. **Job Overview** Position Schedule: Full-Time **Team Overview:** Wealth Management Advice and Solutions (WMAS) is… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …advisors multiple avenues for growth. We are currently seeking a dynamic and client -focused Financial Advisor (Service Advisor) to join our team. In this role, you ... Advisor to manage their book of business, execute the client service process, enhance existing client relationships,... service and advice with our customized, in-house portfolio management . Since our inception in 1995, we have focused… more