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Investment Services jobs

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REGISTERED WEALTH INVESTMENT SERVICES ASSOCIATE - HYBRID

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

CompanyCiti
AddressJacksonville, FL
CategoryRetail
Salary$49,010 - $87,380 a year
Date Posted 3 weeks ago See detail

Registered Wealth Investment Services Associate - Hybrid

Citi

Jacksonville, FL

$49,010 - $87,380 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

3 weeks ago seen See more...

Investment Services Associate

Navy Federal Credit Union

San Diego, CA

United States, California, San Diego

Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.). Assist in responding to c...

3 weeks ago seen See more...

Investment Banking - Consumer, Retail & Business Services - Vice President

York State Department Of Labor

New York, NY

Acting as the primary day-to-day client point of contact and lead banker on deals. Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward. Refining marketing/execution materials...

6 days ago seen See more...

Financial Consultant, Truist Investment Services, Davie, FL

Truist Bank

Florida, United States

$67.5K - $85.5K a year

Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)JOB SUMMARYProvi...

4 weeks ago seen See more...

Part-time Senior Investment Services Representative

Corporate One Fcu

Jacksonville, FL

$50,000 - $60,000 a year

Bachelors Degree or equivalent work experience Minimum of five years experience in business and/or investments Series 7 and 63 licenses required Knowledge of all types of fixed-income and money market instruments Experience with...

a month ago seen See more...

Investment Services Associate

City National Bank

Newark, DE

Investment Administration: Administration of IRAs.Prepare client portfolio review books for Advisors. Process of client account maintenance requests.Ad hoc requests (i.e. requests for statements, 1099's, copy of trade confirmation...

a month ago seen See more...

Associated Investment Services - Product and Compliance Specialist (Remote within Footprint)

Associated Bank

Green Bay, WI

$65.4K - $82.8K a year

Analyze and conduct suitability review of new business and other transaction of the broker/dealer requiring review and approval from a licensed General Securities Principal. Ensure proper documentation exists and the investment is...

a month ago seen See more...

SVP - Senior Audit Manager - Wealth and Investment Services Products - Hybrid

Citi

New York, NY

$163,600 - $245,400 a year

Document audit procedures in a quality manner and in compliance with the IIA Standards and departments audit methodology. Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effectiv...

a month ago seen See more...

Investment Service Analyst

Wealth Enhancement Group

Remote

$80,000 - $90,000 a year

Assist advisor teams to implement customized model portfolios and third-party solutions based on client-specific goals and unique preferences. Partner with Investment Strategy and Portfolio Consulting to create investment solution...

a month ago seen See more...

Investment Services - Financial Advisor - Bay Area

Golden 1 Talent Acquisition Team

San Francisco, CA

Job Family Non-Manager. Job Function Non-Manager. Pay Type Salary. Min Hiring Rate $66,650.00. Max Hiring Rate $66,650.00....

a month ago seen See more...

Investment Services Account Manager

U.s. Bank National Association

Wilmington, DE

$90,100 - $116,600 a year

Associate's degree, or equivalent work experience Eight to ten years of job-related experience, preferably in institutional trust and/or financial industry Advanced knowledge of trust administration, products and sales Advanced kn...

a month ago seen See more...

Investment Services Office Administrator I

First Bank

Southern Pines, NC

Coordinate brokerage office activities in support of the dedicated financial advisors. Work with clients or prospects concerning routine work with their accounts; resolve problems as needed or as instructed. Demonstrate the abilit...

a month ago seen See more...

Summer 2024 Key Investment Services Internship- Bellevue

Keybank

Bellevue, WA

$21 an hour

KIS interns will be partnered with a KIS PCA Interns will be introduced to a variety of skills and competencies:Client DiscoveryCase studiesFinancial Planning data entry and analysisClient meeting observationsBasic administrativ...

2 months ago seen See more...

Investment Service Specialist

Bmo Us

Arizona, United States

$44,000 - $82,000 a year

Service incoming phone calls and emails from clients in a professional manner within service level goals. Demonstrate effective core competencies through each stage of a call by connecting with clients, asking open ended questions...

2 months ago seen See more...

Investment Services Client Service Manager

U.s. Bank National Association

Cincinnati, OH

$73,610 - $95,260 a year

Associate's degree, or equivalent work experience Five to eight years of job-related experience, preferably in institutional trust and/or financial industry Thorough knowledge of trust administration, products and sales Thorough k...

2 months ago seen See more...

Investment Banking - Business Services Coverage - Senior Analyst/Associate

Jpmorgan Chase & Co

New York, NY

$175,000 - $225,000 a year

Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtf...

3 weeks ago seen See more...

Investment Operations Analyst (Common & Collective Fund Services)

Keybank

Ohio, United States

Perform valuations of the Common and Collective Trust Funds using InvestOne and Global Plus. Analyze the fund activity and ensure the appropriate accounting treatment is used in the process of deriving a Net Asset Value (NAV). Cal...

3 weeks ago seen See more...

Associate, Investment Risk & Analytical Services

Northern Trust

Tempe, AZ

Unspecified

Through strong communication, analysis, and client servicing, the team works to identify and solve complex problems that are atypical or that occur infrequently. As an associate in IRAS, you will utilize both client servicing and...

3 weeks ago seen See more...

Client Service Investment Operations Consultant

Northern Trust Corp.

Chicago, IL

$71.5K - $90.5K a year

Manage and strengthen daily recordkeeping relationships for assigned book of business. Oversee the daily participant investment activity. Works closely with Institutional Fund Accounting and Daily Valuation operations teams to res...

4 weeks ago seen See more...

Consultant, Investment Risk & Analytical Services

Northern Trust Corp.

Chicago, IL

$68.5K - $86.8K a year

Solves complex problems Takes a new perspective on existing solutions Exercises judgment based on the analysis of multiple sources of information Impacts a range of client, operational, project or service activities within own tea...

4 weeks ago seen See more...

Senior Consultant, Client Service Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through the execution of daily functions and tasks. Drive the development, maintenance, and adoption of standard desktop procedures. Perform root cause analysis and escalate repetitive oper...

4 weeks ago seen See more...

Consultant, Client Service, Investment Outsource Operations

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing,...

4 weeks ago seen See more...

Alternative Investment Client Service Analyst

Stifel, Nicolaus & Co., Inc.

New York, NY

$71,000 - $107,000 a year

Provides the highest quality customer service through written and verbal communication, providing general information in response to sales team inquiries related to Alternative Investments. Process Alternative Investment transacti...

4 weeks ago seen See more...

Consultant, Investment Risk & Analytical Services

Northern Trust

Chicago, IL

Unspecified

Solves complex problems. Takes a new perspective on existing solutions. Exercises judgment based on the analysis of multiple sources of information. Impacts a range of client, operational, project or service activities within own...

4 weeks ago seen See more...

Lead Client Service Consultant | Retirement & Investment

Cbiz, Inc.

Phoenix, AZ

Best and Brightest Companies to Work for in the Nation. Top Workplaces USA. Best Places to Work in Insurance. Best and Brightest Companies in Wellness. Great Place to Work Certification. Provide DC consulting solutions to clients...

a month ago seen See more...

Senior Consultant, Client Service, Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Operations Management. Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporti...

a month ago seen See more...

Commercial Lines Investment Team Data Service Manager

Lipscomb And Pitts Insurance

Memphis, TN

$76.1K - $96.3K a year

Participate in internal and external training opportunities. Attend all mandatory Commercial Lines meetings and seminars. Learn all pertinent Commercial Lines Workflow Procedures and Policies, and remain up-to-date with procedural...

a month ago seen See more...

Investment Banking - Consumer, Retail & Business Services - Associate

Pix11

New York, NY

Develop content for strategic meetings with clients regarding M&A or capital market transactions. Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alterna...

a month ago seen See more...

Registered Investment Client Services Analyst - Remote

Northwestern Mutual

Franklin, WI

From $21.77 an hour

Provide advice, counsel, guidance and direction to clients and Registered Financial Representatives on the purchase and sales of securities. At times, executes mutual fund order transactions on behalf of Financial Representatives...

a month ago seen See more...

Investment Funds Services - Relationship Manager (f/m/d)

Deutsche Börse

New York, NY

$110,000 - $130,000 a year

Manage Client relationships in the region, as well as and develop new relationships with new clients. Ensure that issues, whether contractual, commercial, or operational are resolved to both the companys and the customers satisf...

a month ago seen See more...

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