- Rose International (Grandview Heights, OH)
- …extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements ... key to success. Additionally, you'll effectively interpret and articulate Client marketing strategies when communicating with customers.Key Responsibilities: Receives… more
- Rose International (Columbus, OH)
- …is preferred in finance, business administration, insurance, economics, or communications.- Associate 's Degree is required. Experience: - 2+ years of experience in ... provide extraordinary care to our members, partners, plan sponsors and investment professionals. - You will understand high-level product/plan and regulatory… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …to individual, corporate, and institutional clients through multiple integrated businesses. The Client Services Associate is responsible for providing high level ... and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Program (ISDP).\u00A0 As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high ... Job Description: Investment Sales Associate (ISA) is the...within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate… more
- Fidelity TalentSource LLC (Boston, MA)
- …of investment methodologies that enable SAI to manage personalized client portfolios at scale.\u00A0 The team focuses on using quantitative portfolio ... construction methods to implement new investment ideas and capabilities in millions of ...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Boston, MA)
- …financial services industry. Current team members have a range of investment -focused product, consulting, fund research, or client -facing backgrounds.Knowledge ... Job Description:The RoleThe Director, Investment Product will be responsible for managing and leading due diligence efforts associated with Fidelity s alternatives… more
- Fidelity TalentSource LLC (Boston, MA)
- …RoleFidelity Digital Asset Management (FDAM) is seeking an experienced individual to lead Investment Operations. Reporting to the Head of Investment Services of ... FDAM s mission and vision into an organization-wide capability-building investment operation initiatives. Additionally, this role will:Implement and manage … more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom ... solutions.\u00A0 Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity… more
- Fidelity TalentSource LLC (Tucson, AZ)
- …Greater Tucson area. You are required to work in-person at our Tucson Investment Center each week. Investment Consultant You joined the financial services ... which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise… more
- Wilmington Savings Fund Society (Wilmington, DE)
- … client facing individuals (Wealth Director, Head of Retirement Services, Investment Advisors, Financial Planners) to provide exceptional client service and ... name, it's our mission and our purpose. The Financial Associate will be responsible for for providing high level... Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy… more
- Rose International (Cincinnati, OH)
- …Services custody clients in helping set up their accounts on internal systems. The Client has an early career opportunity available to join this team. As functional ... traded funds, hedge funds, private equity funds, and other investment portfolio accounts. Responsibilities: Validate new account documentation is completedEnsure… more
- Segal (Washington, DC)
- The Opportunity: The Associate will work in both the technical and operational sides of compliance-related issues. S/he will have the opportunity to work across a ... broad spectrum of clients across the markets. The Associate will interact with attorneys, Fund Office professionals, clients and Segal staff, while producing a full… more
- Segal (New York, NY)
- …strategies programs within corporate, public sector and higher education client organizations. Projects will include executive, sales, and broad-based employee ... organization and job design, career and competency modeling.Key Responsibilities:Our client teams and project experiences involve extensive client -facing… more
- Segal (New York, NY)
- …trusted advice that improves lives? Our opportunity may be for you! Our client teams and project experiences involve extensive client -facing opportunities and ... and implementation of compensation and career strategies, services and processes in client organizations that will include (but is not limited to): compensation… more
- Phaxis (Huntington Station, NY)
- Portfolio Management Associate Salary is 75-90k plus bonus Develop investment proposals and provide trade recommendations tailored to a client 's existing ... risk analysis and asset allocation Support the development and implementation of investment strategies based on client objectives and risk tolerance Experience… more
- Amerantbank (Coral Gables, FL)
- The Client Services Associate is is responsible for...WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, ... form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.Provides support in the account… more
- Beacon Hill (Boston, MA)
- Our client , an investment firm in Boston, MA, is seeking a Client Services Representative to join their team. This is a temp-to-perm opportunity and is ... within the Service Center to resolve problems and answer questions.Qualifications: Associate 's degree or equivalent work experienceCustomer service experience preferredStrong… more
- Beacon Hill (Waltham, MA)
- Our client , an investment advising company located in Waltham, MA, is seeking a Document Services Associate to join their team for 6 months. The schedule for ... this role is Monday through Friday 8:30am to 5pm, and it is compensating $20 an hour. Qualified and interested candidates are encouraged to apply today for immediate consideration.Responsibilities: Preparing, scanning, and indexing all forms receivedSupporting… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …role focused on supporting the retention and growth of Fidelity s investment capabilities within Fidelity s Institutional Client Group (ICG) organization.\u00A0 ... Job Description:Are you interested in building a career focused on Client Management?\u00A0 Can you work collaboratively with colleagues across the globe to help… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:Actuary Associate , Workplace Consulting Are you interested in building a career in a team-centered fast paced consulting environment? If so, come ... start your career with us! The Associate Consultant works with Senior Associates Consultants to provide...range from a pension actuarial focus to a broad client strategy role, guiding finance, and human resource executives… more
