- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer (WRO) works closely with the Wealth Relationship ... support and reduce the time spent on process and administrative tasks by the WRM to increase their capacity...efficiency ratio. Here's what you can expect: As the Wealth Relationship Officer you will provide a… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... investment advice and/or administrative functions for private investment funds and provides discretionary...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- Morgan Stanley (Morristown, NJ)
- …the Senior Complex Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. * Assists in the review and ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Risk Officer * **Location:**… more
- Morgan Stanley (Short Hills, NJ)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Service Manager* **Location:** *New ... Service Officer (CBSO) and is responsible for the supervision, management of Service Associates & Receptionists, and execution of all operational service… more
- Morgan Stanley (Paramus, NJ)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate* ... targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices,… more