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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver
Posted 14 days ago
Company Description At H&M, our purpose is to liberate fashion for the many. We want to shape a new world in Fashion. A world with one ultimate goal to unleash your self expression. As an H&M colleague, you're encouraged to be yourself & more. You'll take on new responsibilities from day one, learn skills for life, and find new ways to make your big dreams come true. Our c
Posted 5 days ago
Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a friendly and approachable style? Are you naturally efficient and able to juggle multiple tasks simultaneously while maintaining accuracy and follow through? Do want to begin a career in the dynamic wealth management industry? Found
Posted 5 days ago
Coordinate the AXIS Specialty Insurance quarterly forecasts and actual results process in conjunction with actuarial and business partners Analyze and underwriting results and expenses, including analysis of trends, unexpected variances and monitor key performance indicators Prepare Financial MD&A and quarterly results presentation Prepare supplemental pack for quarterly
Posted 5 days ago
Clario is a 50+ year old company that delivers industry leading clinical trial endpoint technology solutions. The future of clinical trials is vibrant, with new technologies revolutionizing what's possible. From new trial modes to faster and integrated evidence and findings, our innovative clinical trial solutions mean we can unlock better evidence. The Client Success Man
Posted 7 days ago
Come work with us Metropolitan Commercial Bank (the "Bank") is a New York City based full service commercial bank that provides a broad range of business, commercial and personal banking products and services to individuals, small businesses, private and public middle market and corporate enterprises and institutions, municipalities and local government entities. The Bank
Posted 7 days ago
Job description Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world for our cus
Posted 7 days ago
"I can succeed as a Fixed Income Trader Investment Grade at Capital Group" The Fixed Income Group is seeking a bond trader who will be responsible for transacting corporate bonds for the American Funds. The trader will work with 4 other investment grade bond traders as well as the broader credit team, located in Los Angeles and New York. Capital Fixed Income Investors (CF
Posted 9 days ago
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a
Posted 14 days ago
Executes high quality accounting, forecasting and controlling services for assigned entities/accounts. We offer We offer you an exciting global career at the forefront of world trade. Working with the best people in a global team culture with future growth opportunities in an industry that has a significant impact on the world economy... We're proud of our people who defin
Posted 6 days ago
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's
Posted 12 days ago
ICE Bonds, a subsidiary of Intercontinental Exchange, is a leading provider of electronic fixed income trading solutions and a registered Alternative Trading System (ATS). ICE Bonds provides advanced trading technology with end to end workflow automation, access to a deep and diverse pool of liquidity across multiple fixed income asset classes which provide both sell side
Posted 1 day ago
Peapack-Gladstone Bank
- Summit, NJ / Bedminster, NJ / Princeton, NJ / 4 more...
Develop and manage HNW and UWHN client relationships Drive new client acquisition Cultivate COI relationships Implement clients' management strategy and financial plan. Collaborate with the firm's investment team and portfolio managers to ensure client portfolios are managed in line with planning objectives. Assemble and lead the client team that serves the client i.e. po
Posted 4 days ago
Support Senior Director in all aspects of fundraising frominvestoroutreach toinvestorclosing Create new fund marketing materials including presentations, PPMs, tear sheets and additional collateral Grow a pipeline ofinvestors, particularly CRA motivated banks, depending on the fund's geography Travel and pitch to new clients and use data to articulate fund offerings (2 3
Posted 4 days ago
KeyBank
- Maple Glen, PA / Nanuet, NY / Harleysville, PA / 1 more...
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh
Posted 4 days ago
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