- Truist (Charlotte, NC)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… 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 strong ... Middle Office team! As a Senior Associate in Asset Servicing within the Prime Brokerage team, your role involves managing key relationships with our top Prime … more
- JPMorgan Chase (Tempe, AZ)
- …work will contribute to our firm's commitment to regulatory excellence and client trust. **Key Responsibilities:** + Review next-day trades to ensure compliance with ... project deadlines. + 7 years of relevant experience in the financial securities/ investment industry. + 5 years of experience in a Supervision, Compliance,… more
- JPMorgan Chase (Plano, TX)
- …prospects uncover investment needs, while focused on delivering an exceptional client experience. + Take a proactive approach to identifying solutions + Possess ... while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in JP Morgan Wealth Management, you will spend your day… more
- JPMorgan Chase (San Antonio, TX)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity… more
- HUB International (Scottsdale, AZ)
- …etc. + Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications + ... The Retirement Plan & Investment Consultant provides dedicated on-site and field support...plan committees, and internal procedures in order to build client relationships, solve problems, proactively communicate with clients, manage… more
- JPMorgan Chase (New York, NY)
- …helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + ... with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, covering the United Kingdom, Canada and… more
- JPMorgan Chase (New York, NY)
- …and vehicle types - from evergreen funds to SMAs, as well as brokerage and advisory solutions with investment discretion. Our Alternatives platform combines ... JP Morgan Global Alternative Investment Solutions is one of the largest, most...powerful infrastructure of JP Morgan to help meet each client 's specific objectives. **Job Summary** As lead Business Manager… more
- JPMorgan Chase (New York, NY)
- …nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing ... take your career to the next level. As an Investment Professional in the International Private Bank, you will...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- JPMorgan Chase (New York, NY)
- …Bankers win new clients in addition to deepening and strengthening existing client relationships. **Job Responsibilities** + Support investment reviews with ... take your career to the next level. As an Investment Specialist in the US Private Bank, you will...days of start date + Capital markets or institutional brokerage experience + Ability to multi-task and manage priorities… more