- 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 (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)
- …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
- 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
- Neuberger Berman (New York, NY)
- …advisory services, recruiting new talent, and bolstering investment , operations , and technology capabilities. **Summary:** NB Private Wealth oversees ... assets for individuals, families and charitable institutions. The NB Private Wealth Investment Group leads the investment process developing comprehensive… more
- Bank of America (Miami, FL)
- Wealth Management Client Associate Miami, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… 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 (Portland, OR)
- …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
- Kestra Financial (Cypress, TX)
- …and growing wealth planning firm in Cypress, Texas, is seeking an Associate /Service Wealth Advisor for a great opportunity for the right person. This ... allocation, case design, and financial planning + Consult with clients on investment strategies based on individual financial and investment objectives; deliver… more
- Citigroup (San Antonio, TX)
- …loop process. + Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 ... The Registered Wealth Service Associate is a Client...Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing… more