Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture. Engages clients as they enter...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Undergraduate degree or business-related field. Knowledge of the assigned business function and technical skills in addition to excellent organizational and analytical skills. Advanced knowledge of mutual fund industry. Highly motivated...
Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable...
Understanding and working through policies and procedures. Data entry. Projects. Assisting team members with additional tasks. Associate's degree, or equivalent work experience OR. High school diploma or equivalent and two...
Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture. Engages clients as they enter...