- Truist (Raleigh, 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 (Bal Harbour, 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
- Wells Fargo (Wayne, 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...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… more
- Wells Fargo (Pasadena, CA)
- **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
- JPMorgan Chase (Tempe, AZ)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... The JP Morgan Wealth Management Service Center Team: Our investment professionals work in...the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving… more
- City National Bank (New York, NY)
- … provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, ... * CLIENT MANAGER* WHAT IS THE OPPORTUNITY? Is primary...Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";… more
- Thrivent Financial (Crystal Lake, IL)
- …to the Christian community and nonprofit organizations. Position summary: The Licensed Client Service Administrator (CSA) position is critical for achieving ... of the practice including providing licensed support, responding to client service requests, completing post meeting work,...or insurance industry experience preferred + Must be securities registered ( series 7 /63/65 or 7/66). + Must… more
- CIBC (Chicago, IL)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** CIBC's Wood Gundy team is the full- service brokerage division of CIBC serving our high net ... Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service , Customer Experience (CX), Investment Portfolios, Post-Sales… more
- Thrivent Financial (Belmond, IA)
- …inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to Josh Faaborg and is ... annually. 401K plan and match provided. Position Roles/Responsibilities/Accountabilities + Manages client service calls, conduct necessary research and respond… more
- Bank of America (Tampa, FL)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... Financial Solutions Advisor - Consumer Investments - Registered Candidate - So Manhattan Financial Center Tampa, Florida **Job Description:** At Bank of America, we… more