- Truist (Orlando, FL)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… more
- JPMorgan Chase (Plano, TX)
- …and the front office. + Serve as the Subject Matter Expert on Prime Brokerage margining methodology and systems. + Analyze client margining requests, assess ... and striving to be best-in-class. As a Counterparty Prime Brokerage Coverage Vice President, you will be a key...knowledge to make informed credit decisions for a diverse client portfolio. You will work in collaboration with business… more
- JPMorgan Chase (Newark, DE)
- …services to hedge funds and professional investors enabling them to finance their investment activities through a bespoke range of products tailored to suit the ... client 's needs. The range of services typically available to our Prime Brokerage clients are Global Custody (including Clearing, Custody and Asset Servicing),… more
- Fifth Third Bank, NA (Alexandria, KY)
- …of the financial industry, compliance regulations, daily operational duties and investment brokerage /banking products. Prior Brokerage experience preferred. ... Bank partners to identify new client opportunities and deepen existing client relationships. + Help with onboarding of Investment Executives, Wealth… more
- JPMorgan Chase (Chicago, IL)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity… more
- Thrivent Financial (Cottage Grove, MN)
- …analytic & operational support for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, ... allocations + Work with advisors and staff to tailor investment solutions to client needs + Facilitate...Must be willing to complete the appropriate Long Term Care training required in the states in which support… more
- JPMorgan Chase (San Antonio, TX)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity… more
- JPMorgan Chase (Miami, FL)
- …satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap. **Job Responsibilities** + ... + Attend client meetings as the subject matter expert on investment solutions and positioning + Coordinate and partner with colleagues across disciplines on… more
- JPMorgan Chase (Palm Beach, FL)
- …helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections,… more
- JPMorgan Chase (Summit, NJ)
- …nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing ... take your career to the next level. As an Investment Professional you will provide integral daily support to...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more