- US Bank (St. Paul, MN)
- …work directly with US Bancorp Investments clients providing outstanding customer service in a supportive environment. Associates assist with account maintenance, ... other general requests. FINRA licensed Associates process equity, option, mutual fund, and fixed income orders. Acts as a...and makes warm introductions to the Wealth Management Advisory Service team as well as US Bank partners when… more
- US Bank (Cape Girardeau, MO)
- …contact and profile existing clients, leads, and prospects - Prior sales and service experience relating to Brokerage and Investment Advisory business is ... **Job Description** Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp Investment… more
- US Bank (Monterey, CA)
- …One. **Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors of US Bancorp Advisors. Performs ... requirements - Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory… more
- JPMorgan Chase (Newark, DE)
- …individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and ... account base in an effort to avoid and minimize service and operational issues. + Work with Tax Officers...than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity,… more
- JPMorgan Chase (New York, NY)
- …and Investment Banking. Wealth Management delivers the highest quality advice, service , capabilities and products to high net worth individuals and families ... face by leveraging the commercial and investment banking capabilities of the firm. WM addresses every facet of wealth management from investment management and … more