- Truist (Fayetteville, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Doral, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Jersey City, NJ)
- Are you passionate about Corporate Actions? Do you have excellent client service skills? Do you enjoy working in a fast-paced, dynamic environment? Are you a ... Prime Asset Servicing Middle Office team! As a Senior Associate in Asset Servicing within the Prime Brokerage...successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the… more
- Cushman & Wakefield (Seattle, WA)
- …and foster C&W Legal's collaborative culture. This position reports to the Associate General Counsel- Brokerage & Capital Markets. The successful candidate will ... & Capital Markets businesses in the Americas, which includes the following service lines: Brokerage (Tenant Representation, Agency Leasing, Capital Markets),… more
- Truist (Naples, FL)
- …plans and processes in conjunction with Wealth Brokerage sales leaders to ensure the service provided by Client Service Associates and Branch Service ... of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2. Meet regularly with Complex Directors… more
- US Tech Solutions (South Jordan, UT)
- …Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and ... Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Estate &...to clients and beneficiaries + Process & follow up client service requests to ensure completion in… more
- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Coldstream Wealth Management (Bellevue, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you ... advance + Client Onboarding: Facilitating the new client onboarding process: + Opening brokerage accounts,...7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more
- Coldstream Wealth Management (Mercer Island, WA)
- …Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Mercer Island teams ... advance + Client Onboarding: Facilitating the new client onboarding process: + Opening brokerage accounts,...AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream… more
- WTW (Columbus, OH)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Providing superior client service in response to everyday … more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more
- Wells Fargo (Erie, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- WTW (Minneapolis, MN)
- …a Health & Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... Proactively advising clients and ensuring the delivery of superior client service + Playing a key role...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- JPMorgan Chase (Newark, DE)
- …Hedge Funds who execute trades with any of JPMorgan's global equity trading desks. As a Client Service Associate in Equity Derivatives, you will be part of a ... JPMorgan Securities LLC offers security brokerage services providing investment products & services for...services for institutional investors. JPMorgan's North American Equity Derivative Client Services is the primary point of contact for… more
- Wells Fargo (Riverside, CA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Beverly, MA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Wells Fargo (Jenkintown, PA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- WTW (Chicago, IL)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You… more
- JPMorgan Chase (New York, NY)
- …degree required + Previous experience at an asset management firm; background in client service and/or institutional client base + Business acumen ... partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client . You will work with our… more