- Truist (Atlanta, GA)
- …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 (Newark, DE)
- …services to hedge funds and professional investors enabling them to finance their investment activities through a bespoke range of products tailored to suit the ... client 's needs. The range of services typically available to our Prime Brokerage clients are Global Custody (including Clearing, Custody and Asset Servicing),… more
- Alight (NC)
- **Financial Brokerage Specialist** **Are you a fast learner who is fascinated by Client interactions?** **Are you looking for a new opportunity to work in a ... at Alight Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are… more
- Charles Schwab (Omaha, NE)
- **Your opportunity** Personal Choice Investment Services (PCIS) Participant Services works directly with Self-Directed Brokerage Accounts for retirement plans ... and letters. This position is responsible for answering all client service and trading inquiries, as well as complex...basis. We offer a competitive benefits package that takes care of the whole you - both today and… more
- JPMorgan Chase (Westerville, OH)
- …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 (Westerville, OH)
- …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
- Cabrera Capital Markets, LLC (Chicago, IL)
- …in Chicago, IL Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the firm ... specializes in providing investment banking for municipal, corporate, and advisory clients, as...municipal, corporate, and advisory clients, as well as institutional brokerage services for municipal bonds, global equities, taxable fixed… more
- Cabrera Capital Markets, LLC (Chicago, IL)
- …revenue generation) Founded in 2001, Cabrera Capital Markets LLC is a growing investment bank and institutional brokerage firm. Headquartered in Chicago, IL the ... Position: Investment Grade Sales Location: Onsite in either New...municipal, corporate, and advisory clients, as well as institutional brokerage services for municipal bonds, global equities, taxable fixed… more
- Commerce Bank (St. Louis, MO)
- …+ Provide support as needed to the lines of business, including private client , family office, institutional, 401(k) and brokerage + Support the production ... and making sure people and their money are taken care of. And our commitment doesn't stop there. Our...the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come… more
- JPMorgan Chase (Los Angeles, CA)
- …individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage ), market insights and ... role the individual will need to be a subject matter expert on various investment platforms and products/ investment strategies and firm's investment themes… more
- JPMorgan Chase (Chicago, IL)
- …comprehensive pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior + Performs market research to understand the local needs ... + Lead strategy to package a robust set of investment solutions for investing excess reserve and strategic cash...portal that is integrated across banking channels & businesses ( Brokerage , Securities, Treasury Services, etc.) + Develop and manage… more
- PNC (Philadelphia, PA)
- …the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime brokerage experience, trade execution ... have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset… more
- Charles Schwab (Melbourne, FL)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and… more
- Charles Schwab (Atlanta, GA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and… more
- Vanguard (Malvern, PA)
- …them to achieve their investment goals. Not only does the self-directed client base rely on the Retail Brokerage Platform, Vanguard's advice technology also ... Vanguard's mission to give investors the best chance of investment success. Through our retail brokerage offer,...you invest with clarity, and when you invest with care , you can get so much more in return.… more
- Ally (Raleigh, NC)
- …client needs, focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service retail brokerage environment. * ... or 66 licenses required. * 1-5 years of prior investment or operations related experience. * Ability to communicate...client related support in the financial services or brokerage retail environment or related industry. * Solid interpersonal… more
- World Insurance Associates, LLC. (New York, NY)
- …and welfare plans, ideally gained in a benefit carrier service center and/or consulting/ brokerage firm + Strong client service orientation with a high sense ... World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top...260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead,… more
- HUB International (Hunt Valley, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... our talent. We currently have an opportunity for a ** Client Relationship Manager** to join our **Employee Benefits** team...working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. + Proficient in the use of… more
- Thrivent Financial (Westbury, NY)
- …Rogoff. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… more
- PNC (Baltimore, MD)
- …or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with ... opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you...the manager's discretion. Experience working with/for a Fiduciary, a Brokerage , in Banking, or in any other part of… more