- Bank of America (Northbrook, IL)
- Wealth Management Specialist - NPD Northbrook, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Citigroup (San Antonio, TX)
- The Wealth Services Resource Specialist is a subject matter expert on investment and banking procedures and processes. The Wealth Services ... focus on effective issue resolution for our clients. The Wealth Services Resource Specialist...requests promptly and achieve excellent internal and external customer service + Documents, tracks, and monitors items escalated to… more
- JPMorgan Chase (Chicago, IL)
- …between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; including the Private ... for their families and businesses. Job Summary: As a Wealth Management, Life Insurance Specialist , Executive Director...or equivalent work experience + Relevant years within financial services and a leadership role + Experience in working… more
- Citizens (Johnston, RI)
- …in long-term client loyalty to join this specialized team. As a Private Wealth Management - Transitions Operations Specialist at Citizens Private Wealth ... Bank continues to accelerate its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...$20 Billion in assets, offering a wide scope of services , expertise, and research, while intimately focusing on each… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back office support for the ... Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the... (Cash Processing and the Closely Held Group), Custody Services , Fees, Corporate Trust Operations and Natural Resources… more
- Citizens (Johnston, RI)
- …the supervision and coaching of specialists, thus ensuring a high level of service is delivered within all Wealth Management operations departments. Primary ... Description As the Wealth Operations Team Lead, you will assist in...and make recommendations for improvement. + Serve as a resource in the resolution of complex issues/problems. + Provide… more
- Charles Schwab (Lone Tree, CO)
- …business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all ... finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and...mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team… more
- BlackRock (Princeton, NJ)
- …sales teams to deliver our solutions to clients and provide exceptional service to clients.** **Alternatives Specialist ** **: responsible for developing client ... and will also partner with field Alts Market Leaders/Externals to drive Alts business.** ** Wealth Solutions Specialist :** **This role is a core member of the… more
- HUB International (Mclean, VA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . In addition to winning the ... passionate about our talent. We currently have an opportunity for a **Retirement Education Specialist ** to join our **Retirement and Private Wealth ** team in our… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and expansion of ... the key responsibilities include: + The Senior Securities Operations Specialist will own the End to End of Workforce...regression testing for accuracy. + Lead, execute and Operationalize Service Chat across the ICC, both for Client and… more