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Registered Client Service Associate
Stifel - Boca Raton, FL
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 advertisements, provides overall custo...
Client Service Associate - NR
Stifel - Boca Raton, FL
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 serv...
Preferred Banking RM
City National Bank - New York, NY
PREFERRED BANKING RM WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated f...
Registered Client Service Associate
Stifel - Frisco, TX
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 - Owosso, MI
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 advertisements, provides overall custo...
Registered Client Service Associate
Stifel - White Plains, 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...
Preferred Banking RM
City National Bank - San Jose, CA
PREFERRED BANKING RM WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated fi...
Business Development Specialist
City National Bank - New York, NY
BUSINESS DEVELOPMENT SPECIALIST 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 Financial Advisor introduct...
Client Service Assoc International-Reg
Stifel - Boca Raton, FL
The Client Services Associate-International 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 advertisements, provide...
Registered Client Service Associate
Stifel - Frontenac, MO
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...
Risk Trader
Stifel - New York, NY
The Risk Trader continually generates consistent positive revenue by buying or selling debt products at favorable prices so as to be able to buy or sell these same debt products to ultimate retail (Private Wealth Management) customers, through a Financial Advisor, ensuring compliance with relevant regulations and firm policies. Trading is almost exclusively customer-based as opposed to propr...
Preferred Banking RM
City National Bank - Melville, NY
PREFERRED BANKING RM WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated f...
Registered Client Service Associate
Stifel - Melville, NY
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 and advertisements, p...
Finance Manager
Ryder - Apopka, FL
Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) . Job Description : Summary The Manager Finance is responsible for the analytical review of all of the Finance and Accounting Support functions for a major field operation, including Inventory Management and C...
Settlement and Termination Officer
City National Bank - Irvine, CA
SETTLEMENT AND TERMINATION OFFICER WHAT IS THE OPPORTUNITY? Perform estate administration and manage and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insuranc...
