דרושים United States, Saint Charles

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM),...

Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...

Communicating field quality issues to appropriate stakeholders. Working with discipline subcontractors to ensure that the contractor quality plans and Inspection Test Plans (ITPs) are in place and in compliance with...

Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.). Asset class research coverage (equities), which includes maintaining a high-conviction list of products....

Support less experienced individuals in providing resolutions for client inquiries and complaints. Determine appropriate course of action and conduct investigative steps to fully identify customer issues. Perform complex administrative and...

Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...

Lead or participate in moderately complex lifecycle initiatives and support tasks and act as a participant in large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations. Review...