- 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
- Charles Schwab (Phoenix, AZ)
- …status quo" and transform the finance industry together. **Personal Choice Investment Services** (PCIS) Participant Services works directly with Self-Directed ... Brokerage Accounts for retirement plans and health savings accounts....employer-sponsored retirement plan (401K, 403B, etc.) to increase their investment choices within the plan. The Participant Group Specialist… more
- Fifth Third Bank, NA (Sarasota, FL)
- …of the financial industry, compliance regulations, daily operational duties and investment brokerage /banking products. Prior Brokerage experience preferred. ... Bank partners to identify new client opportunities and deepen existing client relationships. + Help with onboarding of Investment Executives, Wealth… more
- UMB Bank (Denver, CO)
- …developing advanced Portfolio Management solutions and strategies based on the unique Investment Policy Statement (IPS) for each individual client and parameters ... provided via Request for Proposal (RFP) opportunities. ** Client Service** Serve as the investment expert...degree or relevant experience + 8 years' experience in Investment Management, Financial Planning, or Brokerage that… more
- JPMorgan Chase (Chicago, IL)
- …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
- JPMorgan Chase (New York, NY)
- …client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap. We are looking for a ... week to support new business opportunities + Attend HNW client meetings as a SME on investment ...capabilities, and skills** + Has a detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage… 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
- 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 you will provide integral daily support to...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more