- Citigroup (Tampa, FL)
- The Wealth Operations - Investment Account Opening Specialist /AVP is a seasoned professional role that is responsible for documentation review, ensuring ... compliance with laws and regulations and accurate execution of Investment account opening and maintenance requests for...account opening systems such as OneSource, NetX360, Open Wealth , DMS, and internal databases to log and track… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media...OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view… more
- Deloitte (Columbus, OH)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers ... specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy &… more
- Deloitte (Columbus, OH)
- Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media...OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view… more
- JPMorgan Chase (Louisville, KY)
- …and administrative support. You will play a key role in supporting Advisors' business operations , from account opening to investment trades. You will also ... to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you...to facilitating accurately and timely operational requests such as account opening, money movement and investment trades… more
- US Bank (Cincinnati, OH)
- …client problems, escalating items beyond specified authority to the assigned Investment Specialist. Performs and monitors account trades within delegated ... service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or… more
- Arrow Financial Corporation (Glens Falls, NY)
- …amazing team! Currently, we are looking for an experienced professional to join our Wealth Management Operations team as a: Wealth Management Operations ... assets for accounts; process deposits, contributions, and loan payments for various account types. > Process enrollment forms, investment elections, and… more
- Commerce Bank (Kansas City, MO)
- …range for some roles. This compensation range is for the Senior Securities Specialist - Wealth Operations job and contemplates a wide range of factors that are ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax… more
- Truist (Wilson, NC)
- …the following job description:** JOB SUMMARY This position supports the Securities Operations unit for the Wealth Management business. This includes supporting ... + Strong verbal and written communication skills to interact with members of Securities Operations and other units within Wealth . + Ability to make decisions… more
- City National Bank (Nashville, TN)
- …approvals) implements strategies for the Specialty Wealth assets of an account which incorporates client's investment objective, account size, asset ... ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment /asset management services for Specialty Wealth Assets...of CNB and RBC. Functions as an asset and investment manager, including providing oversight of property operations… more
- Plante Moran (Southfield, MI)
- Wealth Management Operations - Client Services Associate + Location: United States, Michigan, Southfield + Location: United States, Michigan, Grand Rapids + ... largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families,… more
- Bank of America (Towson, MD)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Bank of America (San Jose, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Kestra Financial (Fort Worth, TX)
- …Responsibilities and Duties + Operational Duties + Follow necessary steps for investment account creation + Continuous follow up on outstanding requirements ... Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job...management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time Location: 2512 Horne Street,… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …for additional info and immediate consideration. Requirements + 3+ years of trading operations experience in wealth management-no exceptions + Strong tenure in ... additional info and immediate consideration. Our client is a $1 billion AUM wealth management firm in the East Bay, dedicated to providing comprehensive financial… more
- Citigroup (Jacksonville, FL)
- …communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and ... holistic financial solutions. + Assist clients as needed with investment related tasks, including: + Account modifications...utilizing online resources + Resolving client issues escalated by Operations and Account Opening teams + Qualify… more
- Neuberger Berman (New York, NY)
- …client relationships, allocation groups, retirement risk profiles, strategy selection, Investment Policy Statements, document generation** **Process account ... President will provide onboarding and client service support to Neuberger Berman Wealth Advisor, Portfolio Management and Trust Company teams. The Vice President… more
- Commerce Bank (Kansas City, MO)
- …for some roles. This compensation range is for the Senior Corporate Actions Specialist - Wealth Operations job and contemplates a wide range of factors that are ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...Monitor Proxy notices and assist internal partners on client account voting discrepancies as needed. + Identify and prevent… more
- Commerce Bank (Kansas City, MO)
- …for some roles. This compensation range is for the Senior Reconciliation Specialist - Wealth Operations job and contemplates a wide range of factors that are ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more… more
- Commerce Bank (Kansas City, MO)
- …range for some roles. This compensation range is for the Supervisor, Trade Settlement - Wealth Operations job and contemplates a wide range of factors that are ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...education and experience required + 3+ years of Trust Operations Experience or equivalent required + 2+ years of… more