- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions , Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- JPMorgan Chase (Newark, DE)
- …certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... JP Morgan Asset & Wealth Management , with client assets of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Bank of America (Wyomissing, PA)
- Wealth Management Client Associate Wyomissing, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,... + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization… more
- Tompkins Community Bank (Wyomissing, PA)
- …professional support to team members and assembling an integrated team of wealth management professionals (investment, banking, trust , insurance, etc.) ... team for the client based on needs discovered and solutions needed. + Act as a key advisor to...to team members and demonstrate an integrated team of wealth management professionals (investment, banking, trust… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with ... prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Assistant...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Bank of America (Lancaster, PA)
- …Wyomissing, Pennsylvania; Williamsport, Pennsylvania; Wilkes-Barre, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of ... comprehensive wealth management and investment products and services for individuals, companies,... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- Bank of America (Exton, PA)
- …Wayne, Pennsylvania; Media, Pennsylvania; Conshohocken, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- M&T Bank (York, PA)
- …Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and ... If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate business ... such as standard product functionality, configurability vs customization. + Ensure the digital solutions defined meet the needs of clients with solid use cases and… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …successful, you will have an in-depth knowledge of event coordination and management , corporate proxy rules, and client communication. You will guide clients through ... in a consultative manner and provide best practices for successful execution Offer solutions to resolve problems in a timely manner Monitor and verify live events… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …while adhering to strict deadlines Candidate must utilize great time management skills to handle extremely high seasonal volumes QUALIFICATIONS: Strong client ... by sending an email to ###@broadridge.com . Broadridge Financial Solutions , Inc. (NYSE: BR) , is a global Fintech...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Guardian Life (Harrisburg, PA)
- …through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region ... which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The High...**You have** + 5+ years overall experience in wealth management , preferably advisory and/or alternative investments… more
- City National Bank (Newark, DE)
- …support for our 3 business areas: Commercial & Corporate Banking, Banking & Wealth Management , and Entertainment Banking * Trading and service support for ... internal audit and second line of defense * Program and project management responsibilities to drive strategy initiatives and transformation efforts across our… more