- 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
- Citigroup (Arlington Heights, IL)
- …+ 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more