- Regions Bank (Birmingham, AL)
- …investment transactions, tracking the status of all clients' investment reports, tracking client private equity data, and contributing to performance related ... the careers section of the system. **Job Description:** At Highland Associates, the Client Operations and Performance...and completes ad-hoc projects for clients + Tracks aggregate private equity reporting for client accounts +… more
- JPMorgan Chase (Flower Mound, TX)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more