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Search Results for Client Associate
- Senior Client Associate - Private Client Group
- Signature Bank and Signature Securities Group - New York City, New York
- Customer Service
- Come join us! Ranked by Forbes as one of Americas 10 Best Banks and named as one of Fortunes 100 Fastest-Growing Companies, Signature Bank ranked 69th in the entire country. Signature Bank with assets of $13.1 billion successfully continues to grow in a challenging environment. Signature Bank is a full service commercial bank with 24 private client offices located throughout the New York metropolitan area. The Bank primarily serves privately owned businesses, their owners and senior managers. Signature offers a broad range of business and personal banking products and services as well as (see more)
- Registered Client Associate - Spokane, WA
- Merrill Lynch - Washington
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT... At Bank of America we take great pride in creating career opportunities for our associates and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For (see more)
- Client Associate (FP) - Wayne, PA
- Merrill Lynch - Philadelphia, Pennsylvania
- Accounting / Finance
- OPPORTUNITY FOR ACHIEVEMENT... At Bank of America we take great pride in creating career opportunities for our associates and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For (see more)
- Sr Client Associate (safe)
- Wells Fargo - Denver, Colorado
- Other / Miscellaneous
- Job Description Assists Wealth Advisors with account administration, sales activities and relationship management, supporting multiple people and balancing multiple priorities. Assists Officers in providing service to their client relationships. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines. Develops strong product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over simple accounts. Cross-sells products and (see more)
- Pcg Client Associate
- Wells Fargo - San Antonio, Texas
- Other / Miscellaneous
- Job Description Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments.-- Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns.-- Handles telephone calls and or responds to other inquiries and/or requests (see more)
- Registered Client Associate
- Tennison Group - Los Angeles, California
- Accounting / Finance
- Position Description: A global investment firm seeks a Registered Client Associate for their team of Financial Advisors. Position is responsible for all aspects of client servicingwhich includes heavy interaction with, and problem solving and strategizing forhigh net worth prospects, clients and intermediaries. Position provides analytical and support functions related to managing the investment process such as portfolio analysis, account creation, maintenance and reconciliation, trading, financial reporting, and special projects. The Registered Client Associate plays a key role in identifying (see more)
- PCG Registered Client Associate
- TMP Worldwide - New Jersey
- Accounting / Finance
- Wells Fargo Advisors With you when youre looking for a rewarding career You have the skills and the passion to make a difference. At Wells Fargo Advisors, were with you. Our supportive environment enables our team members to build relationships with each other, our customers, and our communities. PCG Registered Client Associate Princeton, NJ Provides support to Financial Advisors and clients with account information while performing various administrative functions including computer work, correspondence and telephone calls. Must have good written and verbal communication skills and be (see more)
- Registered Client Associate
- Tennison Group - Chicago, Illinois
- Accounting / Finance
- Position Description: A global investment firm seeks a Registered Client Associate for their team of Financial Advisors. Position is responsible for all aspects of client servicingwhich includes heavy interaction with, and problem solving and strategizing forhigh net worth prospects, clients and intermediaries. Position provides analytical and support functions related to managing the investment process such as portfolio analysis, account creation, maintenance and reconciliation, trading, financial reporting, and special projects. The Registered Client Associate plays a key role in identifying (see more)
- Client Associate - Investor Services
- Eaton-Vance Management - Boston, Massachusetts
- Management
- Eaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating to 1924. Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The Companys long record of providing exemplary service and attractive returns through a variety of market conditions has made Eaton Vance the investment manager of choice for many of todays most discerning investors. Leading Boston-based financial services company seeks a Client Associate within its Investor Services Group, Private Equity (see more)
- Client Associate
- Accounting Principals - Chicago, Illinois
- Management
- To apply to this position you must email your resume directly to Andria.goff@parkerlynch.com In the subject line type "client associate" Our client a prestigious investment management firm in Chicago, is seeking an Associate, Client Services. This is an exciting opportunity to work for a firm that is doing well financially and that offers an exciting career path and incredible benefits. The Associate will be responsible for working closely with Investor Relations Partners and Product Management to assist in preparing investor presentations, performing fund performance updates, responding to (see more)
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