דרושים United States, Cleveland

Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing...

Licensing requirements: FINRA Series 99; PNCI Supervision - FINRA Series 7, 24 (or 9/10), 66 (or 63/65) ​. Participates in the development of the operations strategy. Executes operating plan and...

Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for...

Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information...

Provide first level supervision to a team of Technical Account Managers and Advanced Support Engineers managing workload, response, resolution and quality. Assist with the recruitment process by conducting interviews and...

Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include...

Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available...