- Bank of America (Yardley, PA)
- Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- BlackRock (Princeton, NJ)
- **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- BlackRock (Princeton, NJ)
- …and risk mitigation. Qualifications * 1-5 years industry experience. * Strong client management skills, service philosophy, and risk mitigation mentality ... equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. **About this Role**… more
- BlackRock (Princeton, NJ)
- …and collaborative Client Contract Associate to support our growing Client Operations and Client Experience Management teams based in Princeton, ... Atlanta, San Francisco, and Sausalito. As a Client Contract Associate , you will be the..., you will be the primary person within the Client Operations/ Client Experience Management team… more
- BlackRock (Princeton, NJ)
- …**SMA Alt** **ernative** **Operations Team** SMA Alternatives Operations Analyst/ Associate Job Description **Team Overview** BlackRock Separately Managed Accounts ... service to all of our clients, from wirehouses and wealth advisors to family offices to endowments and foundations....new product, inclusive of new account setup, trade flow management , reconciliation and data quality. They will also work… more
- Broadridge Financial Solutions (Trenton, NJ)
- …others along the way, come join the Broadridge team. In this role, the Associate will be responsible for the daily processing of shareholder and DTC presentations ... related to various transfer agent activities. The Associate will be responsible for reviewing all paperwork associated...to ensure accurate and timely responses; and Have time management and data entry skills. Hourly rate: $26 -… more
- BlackRock (Princeton, NJ)
- …years investment or asset management experience. + Sales experience within asset management , wealth management , or the financial industry more broadly is ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate /VP eligible role in US Wealth Advisory. The team is… more