- Huntington National Bank (Westlake, OH)
- …School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial Services experience + Required when supporting Wealth ... Description Summary: The Private Bank Service Specialist II is responsible for...but not limited to personal and business deposit accounts, wealth & investment management accounts and services,… more
- Truist (Mclean, VA)
- … Support Specialist /Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related client service experience, or ... of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management...team (Advisors, Planners, etc.) to provide a high quality service level to our Wealth clients. **Essential… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and expansion of ... the key responsibilities include: + The Senior Securities Operations Specialist will own the End to End of Workforce...regression testing for accuracy. + Lead, execute and Operationalize Service Chat across the ICC, both for Client and… more
- Bank of America (New Orleans, LA)
- Wealth Management Specialist - NR New Orleans, Louisiana **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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 Mateo, CA)
- Wealth Management Specialist - NPD San Mateo, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... 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 (Northbrook, IL)
- Wealth Management Specialist - NPD Northbrook, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- JPMorgan Chase (Chicago, IL)
- …advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment , wealth transfer and income planning needs around the Goals ... service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth...for their families and businesses. Job Summary: As a Wealth Management, Life Insurance Specialist , Executive Director… more
- Bank of America (Chicago, IL)
- Wealth Management Specialist - NPD Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- UMB Bank (Leawood, KS)
- …in the delivery of wealth management advice and solutions. As the **Client Service Specialist II** , you will be administrating Investment Accounts and ... software. **Bonus points** **if:** + You have demonstrated client service experience within a wealth management institution....+ You have knowledge of Personal Trust, Custody, and Investment management service offerings and account types.… more
- Bank of America (San Francisco, CA)
- Private Wealth Operations Specialist San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more