- US Bank (Chicago, IL)
- …what you excel at-all from Day One. **Job Description** Private Wealth Management ( PWM ) Universal Assistant is a service and support representative functioning ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Morgan Stanley (Chicago, IL)
- … including: * Assisting the FA/PWA/ team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups ... Service Associate responsibilities at the request of the client and/or FA/PWA/ team , such as executing money...may be required *Knowledge/Skills* ** * Knowledge of financial services products, including but not limited to equities, bonds,… more
- US Bank (Chicago, IL)
- …and goals-based planning. They will work under the general oversight of PWM Planners and Strategists to developing plans and customized solutions that meet ... clients' goals and objectives. Prepares in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials.… more