- Citigroup (New York, NY)
- … investment team, with responsibilities related to both investment management and client service functions. The portfolio manager will be located with ... strategy, portfolio performance and market developments + Coordinate with client service and fiduciary oversight internal partners + Daily portfolio… more
- Enterprise Bank & Trust (Clayton, MO)
- …and other communications as needed or appropriate. Provide expert investment management service and advice to the client in conjunction with the client ... strategies. + Assist the relationship team in providing an exceptional level of client service and responsiveness based on the needs and expectations of… more
- Edward Jones (St. Louis, MO)
- …could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything ... we do. And Service and Operations divisions are at the center of...clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And… more
- Raymond James Financial, Inc. (New York, NY)
- …to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when ... identify client goals and tolerances. * Assists with developing individualized client investment strategy for Financial Advisor. * Responds to inquiries from… more
- PNC (Philadelphia, PA)
- …diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter resource for ... and have an opportunity to contribute to the company's success. As an Investment Manager/ Portfolio Research Specialist - Operational Due Diligence within PNC's… more
- US Bank (Milwaukee, WI)
- …and strategies of the company and/or the client . Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. ... client services skills + Ability to effectively present investment strategies to clients + Ability to make critical...with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- US Bank (Minneapolis, MN)
- …and strategies of the company and/or the client . Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. ... Day One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives… more
- Huntington National Bank (Charlotte, NC)
- …Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works...and recommend a strategy. + Responsible for ongoing customer service and joint sales calls with business development staff.… more
- TD Bank (Marlton, NJ)
- …to proactively introduce new investment ideas and solutions to enhance the client 's portfolio + Monitors client portfolios and recommends / implements ... you more specific details for this role. **Job Description:** The Private Client Investment Advisor partners with Relationship Manager to provide comprehensive… more
- TD Bank (Hartford, CT)
- …to proactively introduce new investment ideas and solutions to enhance the client 's portfolio + Monitors client portfolios and recommends / implements ... this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship Manager to provide comprehensive… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …and 310 team members. Position Objective, Typical Duties, and Responsibilities As a Senior Investment Service Associate, you will play a crucial role within the ... Investment Team's Service and Support Group in...requests and trading requests submitted by advisors for their client accounts. + Ensure the service requests… more
- T. Rowe Price (New York, NY)
- …skills with ability to interact well with portfolio managers, other investment professionals, sales and client service professionals, and institutional ... gathering and retention of assets under management by working closely with insurance sales, client service , portfolio management and portfolio specialist… more
- City National Bank (New York, NY)
- …closely with Senior Investment Consultants, Portfolio Managers, Private Investment Consultants, and Bankers for all new client opportunities and existing ... and financial market outlook and translate those views into portfolio construction for clients. The Senior Investment ...and work collaboratively to achieve success with a strong client service and sales orientation. Skilled at… more
- JPMorgan Chase (Columbus, OH)
- …is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of ... investment in our model portfolios. + Ensure all client communications and portfolio recommendations adhere to...on client -facing roles. + Strong understanding of investment principles, asset allocation, and portfolio construction..… more
- Aristotle Capital Management (Newport Beach, CA)
- … Client Portfolio Associate to join our team. The Client Portfolio Associate will work closely with the Investment Team on specific projects and tasks ... our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework....position will also work as a liaison between the client service team and different departments throughout… more
- UMB Bank (Denver, CO)
- …individual client and parameters provided via Request for Proposal (RFP) opportunities. ** Client Service ** Serve as the investment expert during ... market factors. Participate and on occasion lead sales presentations. Collaborate with Client Service Specialist and Relationship Manager to ensure that… more
- BMO Financial Group (Palo Alto, CA)
- …of financial markets, critical thinking as it relates to** **markets and investment solutions and may have direct client contact.** **KEY ACCOUNTABILITIES** ... spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives,… more
- Bank of America (Fairfield, CT)
- …and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...include providing operational support and quality client service through offering a full range of investment… more
- Bank of America (Towson, MD)
- …and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...include providing operational support and quality client service through offering a full range of investment… more
- Vanguard (Malvern, PA)
- …+ Serves as the key risk partner, provides risk oversight and guidance for Global Investment Service and Operations across US, Europe, and Australia. + Leads and ... client assets, and stewarding a strong risk culture. Investment and Finance Risk is a group of over...implements, and leads the risk management program for Global Investment Service and Operations, applying risk management… more