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Client Service Associate - NR
Stifel - Waterloo, IA
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(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 advertisements, provides overall customer ...
Client Service Associate - NR
Stifel - Southfield, MI
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(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 advertisements, provides overall customer ...
Client Service Associate - NR
Stifel - Chapel Hill, NC
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(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 advertisements, p...
VP, Finance Business Partner, Regional Services Lead
Mastercard - Singapore, Singapore
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and ...
Registered Client Service Associate
Stifel - Haddonfield, NJ
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(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 advertise...
Registered Client Service Associate
Stifel - Garden City, NY
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(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 advertise...
Wealth Operations Analyst (Asset Movement)
City National Bank - New York, NY
OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts....
Business Development Specialist
City National Bank - New York, NY
BUSINESS DEVELOPMENT SPECIALIST WHAT IS THE OPPORTUNITY? Are you a self-motivated financial professional looking to build your career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive and persistence needed to deliver new Financia...
Trust Advisor
City National Bank - New York, NY
TRUST ADVISOR WHAT IS THE OPPORTUNITY? Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guard...
