- Equitable (Folsom, CA)
- Wealth Management Associate - CA, Folsom (5072) ( 230000SG ) **Primary Location** : UNITED STATES-CA-FOLSOM **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- Morgan Stanley (Sacramento, CA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Business Development Associate ... *POSITION SUMMARY* The Business Development Associate participates in the team's overall business development...Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis… more
- Broadridge Financial Solutions (Sacramento, CA)
- …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
- Broadridge Financial Solutions (Sacramento, CA)
- …+ Log call notes in CRM and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction and retention + ... customers through Corporate Client Intranets, policies and procedures Troubleshooting/Case Management + Researching previous and current account activity to resolve… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …You relate well and show respect and consideration for others. + Strong time management skills and the ability to thrive in a dynamic environment while maintaining ... with the skill to communicate effectively with staff and management at all levels. + Thorough attention to details...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …requirements. + Manage engineering project portfolio, reporting the status to executive management . Monitor and report project status and time systems. + Negotiate ... and work with vendors to implement. + Make recommendations to senior management regarding problems, solutions, new ideas, new technologies, etc. + Research and… more