Client Analyst

Green Square Wealth Management has an immediate need for a Client Analyst. This position serves on a team providing wealth management for high net worth clients of the firm. · Bachelor's degree in finance and/or economics. · Experience working in the financial industry or a major ...

Bolton Investment es un asesoramiento inversionista registrado cuyo único foco está en proporcionar consultoría a planes de pensión institucionales. Asesoramos tanto planos dirigidos por participantes como planos trustees en sectores públicos, privados y multiempleado. · ...

As the Client Analyst you will be joining an experienced and dynamic team consulting on preparing and quality reviewing retirement plan documents for new and existing plans. · Maintain documentation of sound fiduciary processes · Perform detailed document reviews evaluating for f ...

The Client Analyst serves on a team providing wealth management for high net worth clients of the firm. · Accurate and timely completion of the following on daily/as needed basis: · ...

Bolton Investment is a Registered Investment Advisory firm whose sole focus is on providing investment consulting to institutional retirement plans. We advise on both participant and trustee directed plans in the public, private and multiemployer sectors. · ...

A client of Innova Solutions is immediately hiring for Client Analyst. As a Client Analyst You Will Prepares submits and tracks new investment account applications overseeing the process through to the funding stage Manages a variety of tasks during tax season including organizin ...

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / “CAs”) to cover institutional investors in the western half of the United States. · Deep knowledge of territory: Understand, analyze and synthesize qualitative and quantit ...

The Institutional Business Development Analyst will work closely with three senior Client Advisors within the Institutional Client Group. · The Analyst will collaborate with Associates/CAs to support the team carrying out their day-to-day business development goals, · client serv ...

+Job Summary · The Client Analyst serves on a team providing wealth management for high net worth clients of the firm.Client Analysts are responsible for ensuring a high quality work product is delivered to our clients by providing support to the Investment Advisors in their day- ...

As the Client Analyst, you will be joining an experienced and dynamic team consulting on, preparing, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and existing plans. · All work passes through a quality-review process to ensure our clients ...

The Client Analyst I role provides daily support to VXcis Clients based upon contracted services. · ...

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / "CAs") to cover institutional investors in the western half of the United States. The Analyst's primary objective is to help grow the business in the territory. · ...

We currently advise on $10 billion (as of December for our client families and help design wealth strategies for billions more. · ChoateIA is affiliated with Choate, Hall & Stewart, LLP, a law firm with an internationally recognized wealth management practice. · ...

As a member of the North American Intermediary sales team and reporting to the Head of Bank and U.S. Offshore, the U.S. Offshore Analyst will help drive growth by making the sales team more effective with clients and prospects while also improving the quality of our data, process ...

The Client Analyst will partner with other plan professionals to collect data, as well as research, troubleshoot, and resolve any issues that may arise. Additionally they will work with our internal staff to confirm the accuracy of underlying data to ensure reports are accurate f ...

The Institutional Business Development Analyst will work closely with two senior Client Advisors within the Institutional Client Group. · Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. · ...

We're on a life-long journey to become an ever-more sustainable group. · ...

Howden es un grupo de seguros global con propiedad compartida entre empleados en su coraz̃n. Juntos, hemos superado los l̉mites del seguro. Estamos unidos por una pasión compartida y mentalidad sin l̉mites, y nuestra fuerza reside en nuestra capacidad para colaborar como un equip ...

We are united by a shared passion and no-limits mind-set, and our strength lies in our ability to collaborate as a powerful international team comprised of 20,000 employees spanning over 100 countries. We all need to play our part, contributing our skills and experience to make a ...