- Bank of America (Bloomington, MN)
- Wealth Management Client Associate Bloomington, Minnesota **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Bloomington, MN)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …in partnership with a reputable Registered Investment Advisory firm looking to add an Associate Wealth Manager to their dynamic team. The role presents an ... well-established company while working with an active team of Wealth Managers and Client Services. Responsibilities: -...### or apply through the link provided! Requirements Private Wealth Management Robert Half is the world's… more
- Broadridge Financial Solutions (St. Paul, MN)
- …+ Log call notes in Salesforce and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction and ... Editor/tool knowledge base and support + Guide customers through Corporate Client Intranets, policies and procedures Troubleshooting/Case Management +… more
- Morgan Stanley (Minneapolis, MN)
- …global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices ... to learn more about our benefit offerings. **Job:** **Asset/Investment Management * **Title:** * Associate Portfolio Manager - Parametric* **Location:**… more
- Wells Fargo (Minneapolis, MN)
- …this role:** Wells Fargo is seeking an Associate Counsel to join the Wealth & Investment Management (WIM) section of the Wells Fargo Legal Department. The ... Associate Counsel will be on the WIM Client Relationship Group and provide operational and branch support on all aspects of WIM businesses. **In this role, you… more
- US Bank (Minneapolis, MN)
- …banks branch network + Lead in collating presentation materials and participate in client conversations surrounding currency risk management + Work closely on ... clients of the Retail, Small Business Banking and Affluent Wealth FX sales team. As well as developing and...and analytical work for clients + Collaborate with broader client coverage teams including relationship, treasury management ,… more
- US Bank (St. Paul, MN)
- …of the position that aligns with their experience._ **_Corporate Trust Financial Management Analyst 2_** **Qualifications** + Associate 's degree or technical ... Trust Accounting and Bond Accounting systems preferred **_Corporate Trust Financial Management Analyst 3_** **_Qualifications_** + Associate degree or technical… more
- Broadridge Financial Solutions (St. Paul, MN)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- HUB International (Eden Prairie, MN)
- …casualty, risk management , life and health, employee benefits, investment, and wealth management products and services. To learn more about HUB visit ... be the driving force behind our exceptional customer service, ensuring client satisfaction, and have ample opportunities for continuous learning and development… more