- HSBC (Buffalo, NY)
- …activity to support our International Wealth and Premier Banking clients. As our Wealth Operations Account Servicing Manageryou will: + Be ... report to the US Head of Wealth Operations and responsible for oversight of account ...requirements + Provide leadership, guidance and mentorship to the Wealth Servicing Operations team +… more
- Bank of America (Jacksonville, FL)
- Transaction Management Ops Analyst | BPRO SBL and 529 Account Servicing Jacksonville, Florida **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Transaction-Management-Ops-Analyst BPRO-SBL-and-529- Account - Servicing \_25031693) **Job Description:** At Bank of America,… more
- Guardian Life (Bethlehem, PA)
- … Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts. **You will** + Partner with General ... onboard new brokerage and advisory clients + Process new account opening, funding, and annuity purchase requests + Assist...Degree or relevant work experience + Strong retirement and wealth management knowledge + Must be able to work… more
- TD Bank (Mount Laurel, NJ)
- …activities such as Client Onboarding, Money Movement, Account Maintenance & Servicing + Leads Administration team for Wealth , with responsibility for Advisor ... + Strong technology acumen, comfortable with IT systems that support wealth management operations + S7, S24, S27, Life & Health with detailed understanding… more
- Kestra Financial (Novi, MI)
- …(Goals-Based Analysis and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations . Knowledge, Skills, and/or Abilities: ... The Wealth Associate position is a client service position...+ Has regular contact with clients regarding accounts, and servicing ; can clearly articulate potentially complex processes and/or concepts… more
- Kestra Financial (Cypress, TX)
- …Lead Advisor and be the primary contact for customer relationship management and account servicing . This position requires a strong understanding of the ... An established and growing wealth planning firm in Cypress, Texas, is seeking...for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation + Identify… more
- Kestra Financial (Fort Worth, TX)
- …Advisor and serves as the primary contact for customer relationship management and account servicing . This position requires a strong understanding of the ... Symonds Wealth Management, a comprehensive financial planning and investment...client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation * Consult… more
- First Horizon Bank (Knoxville, TN)
- …**Location:** On site at location listed in job posting. At First Horizon Bank Operations , we are on a mission to deliver a seamless customer experience. We are ... you, then you may be a great fit for our Consumer Credit Servicing Support Specialist opening! The Specialist is responsible for delivering superior service to… more
- Kestra Financial (Castle Rock, CO)
- …and serves as the primary contact for customer relationship management and administrative account servicing . This position requires a strong understanding of the ... for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation + Identify sales… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … servicing requests and inquiries + Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and maintenance ... Requirements Ideal Candidate: + 3+ years of experience in a client service or operations role within an RIA or financial planning firm + Strong interpersonal and… more