New Client Investment Specialist - Hybrid/Remote
JPMorgan Chase
- Remote job
JPMorgan Chase is seeking a New Client Investment Specialist in San Antonio, Texas. This role focuses on providing exceptional service to clients and engaging with potential customers to identify investment opportunities. Candidates should possess a valid Series 7 and 63 licenses, along with a strong understanding of financial markets and excellent communication skills. The position offers a hybrid work model after training, allowing for both onsite and remote work. #J-18808-Ljbffr JPMorgan Chase
- Chase is looking for a New Client Investment Specialist in Tempe, Arizona, to provide exceptional service for our clients in the... ...financial markets. Following training, the role transitions to a hybrid model, allowing two days of remote work each week. #J-18808-Ljbffr ChaseRemote job
- ...New Client Investment Specialist At J.P. Morgan Wealth Management, we have an enthusiasm for helping our... ...Following training, transition to a hybrid environment, where team members work... ...the office three days a week and work remote two days. Department is open the following...Remote workWork at officeMonday to Friday3 days per week
- ...enthusiasm for helping our clients, building relationships,... ...diversity and inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth... ...training, transition to a hybrid environment, where team members... ...days a week and work remote two days. Department is open...Remote workWork at officeMonday to Friday3 days per week
- ...enthusiasm for helping our clients, building relationships,... ...diversity and inclusion. As a New Client Investment Specialist in J.P. Morgan Wealth... ...training, transition to a hybrid environment, where team members... ...days a week and work remote two days. Department is open...Remote workWork at officeMonday to Friday3 days per week
$85k - $115k
...infrastructure and an executive team actively investing in AI-native finance. We're hiring an... ...analytical roles. Exceptional new grads with strong internship... ...experience, plus an annual bonus target. Remote‑Enabled & Flexible Hybrid‑Based Working Model in our New York City...Remote workInternshipWork at officeFlexible hoursDay shift- JPMorgan Chase Bank, N.A. is looking for a New Client Investment Specialist in Tempe, Arizona. In this role, you will leverage a holistic approach... ...position requires onsite work initially, transitioning to a hybrid model post-training, along with comprehensive benefits...
- JPMorganChase in Tempe, Arizona is hiring a New Client Investment Specialist to enhance client experiences and identify investment opportunities. You... ...an understanding of financial markets. The role offers a hybrid work environment, requiring onsite presence three days a...3 days per week
- Lexicon is seeking a Client Acquisition Representative in Missouri to be the first point... ...& Cordell. The role involves guiding new inquiries, engaging with clients, and scheduling... ...for performance. Opportunities for hybrid or remote work exist as the representative gains...Remote work
$24 - $26 per hour
...are currently seeking a Financial Business Analyst - Hybrid in New York, New York to join our team in New York, New... ...work a Hybrid schedule (3 days in the office, 2 days remotely) in New York, New York at the client’s location. And while this is a fulltime position, please...Remote workFull timeTemporary workWork at officeFlexible hours- ...way they work and serve their clients like OneDigital. Fresh thinking... ...portfolio needs. The schedule is hybrid and in-office Tuesday, Wednesday, and Thursday, while remote Monday and Friday.... ...~ Ability to quickly learn new tools and systems and adapt to...Remote workContract workWork at officeLocal areaMonday to Friday
- Fairygodboss is seeking an Investment Professional (Licensed or Unlicensed... ...In this role, you will assist clients with their brokerage accounts,... ...Following initial training, work in a hybrid environment with three days onsite and two days remote. #J-18808-Ljbffr FairygodbossRemote job
- JPMorgan Chase & Co. in Chicago is seeking an Investment Professional to assist clients with their brokerage accounts and deliver exceptional client service... ...to a team environment. This position includes a hybrid work model after initial training, requiring onsite work...Remote job3 days per week
$30 - $36 per hour
Investment Operations Analyst (Cash Focus) -Newton, MA (Hybrid) We are seeking candidates for an Investment Operations... ...4 days per week, remote 1 day per week.... ...monitor, and reconcile client-directed cash activity... ...Identify processes requiring new or updated procedures and...Remote workContract work1 day per week$145k - $185k
A corporate development firm is looking for a Corporate Development Associate to work in a hybrid model from New York, NY. This role typically involves engaging in corporate development initiatives and offers a competitive annual compensation ranging from $145,000 to $1...$35 - $45 per hour
Reconciliation Analyst - Investment Management We are seeking candidates for... ...the firm’s records and those of client custodians, prime brokers, and accounting... ...workweek. This position offers a hybrid work model, onsite 4 days per week, remote 1 day per week. Responsibilities...Remote jobContract workBank staff1 day per week- ...portfolio needs. The schedule is hybrid and in-office Tuesday, Wednesday, and Thursday, while remote Monday and Friday.Work with the... .... Ability to quickly learn new tools and systems and adapt to... ...benefits to our people as we do our clients.It also means feeling safe to...Remote workContract workWork at officeMonday to Friday
$50k - $75k
...Recruitment Solutions - Sales Executive - Hybrid - New York, NY Share this job Facebook... ...accounting and finance. We work with premier clients, from small businesses to Global Fortune... ...will participate in our best-in-class remote training program. The New Colleague...Remote workPermanent employmentFull timeTemporary workWork experience placementLive inLocal areaWork from home- A leading software company is seeking a Sales Account Executive - New Business to drive customer acquisition and revenue in the DACH region. This hybrid role involves full-cycle sales ownership, from prospecting to closing deals. The ideal candidate will have a strong...Remote jobFlexible hours
$30 - $40 per hour
...currently seeking candidates for an Investment Product Reporting Analyst... ...collaboratively with Product Reporting and Client Operation teams and will... ...). This role supports a hybrid work-model consisting of 4 onsite days/week and 1 remote day/week. Responsibilities Assist...Remote workContract workWork at officeImmediate start1 day per week$22 - $26 per hour
...New Client Specialist / Intake Agent At The Jeffcoat Firm, we are dedicated to serving everyday people in crisis. Led by CEO... ..., and confident in their next steps. This is a hybrid role (50% in-office / 50% remote) that requires professionalism, empathy, attention to...Remote workHourly payWork at officeMonday to Friday$145k - $185k
...financial services company is looking for an Investment Compliance Analyst based in New York, NY. This role involves ensuring adherence... ...specifications. Candidates should be prepared for a hybrid work environment, balancing remote and in-office responsibilities. #J-18808-...Remote workFull timeWork at office$50k - $75k
...accounting and finance, working with clients from small businesses to... ..., cold calling, generating new business, cultivating relationships... .... You will participate in a remote training program that provides... ...to work from home or in a hybrid model while staying connected...Remote workPermanent employmentFull timeTemporary workWork experience placementLocal areaWork from home$95 - $185 per hour
...About the job IT Auditor Cloud and Cyber -New York, NY -Hybrid IT Auditor Cloud and Cyber -New York, NY -Hybrid FinTrust Connect... ...current market ranges. Contract Hybrid New York NY or Remote US W2 or 1099 How to apply: Apply on our site FinTrust...Remote workHourly payContract work- State Employees' Credit Union is seeking an Investment Operations Specialist in Raleigh, NC, to work closely with Financial Advisory Service specialists... ...strong multi-tasking capabilities. Opportunities for hybrid remote work are available. SECU champions the philosophy of '...Remote work
- ...Middle Office Associate in Chicago. This role supports investment clients by overseeing client onboarding, transaction... ...attention to detail are essential. The position offers a hybrid work model, combining office and remote days, and includes benefits such as generous PTO...Remote workWork at office
$40k - $50k
...Transamerica, facilitating IRA and annuity new business processes and resolving... ..., work location designation (in-office, hybrid, remote) and operational needs. Salary may vary... ...million people across the globe.* It offers investment, protection, and retirement solutions, always...Remote work$145k - $185k
...A financial services firm in New York is seeking an Equity Underwriting Analyst to support... ...$145,000 and $185,000, and operates in a hybrid work environment. Candidates should possess a solid understanding of equity investments and the ability to assist with financial...$52k - $60k
...facilitating IRA and annuity new business processes and resolving... ...Follow-up with clients on outstanding new account paperwork... ...location designation (in-office, hybrid, remote) and operational needs. Salary... ...across the globe.* It offers investment, protection, and retirement...Remote work$130k - $200k
...Description Insurance Defense Litigation Attorney – New York / New Jersey – $130k - $200k - Hybrid Remote Founded in the 1990’s, we are a full service... ...litigation defense for insurers, corporations, and insured clients, with offices in 11 states. What we Offer: ~...Remote job- ...City, NJ, is seeking a driven Investment Representative. This role involves... ...cold calls to develop new relationships and maximize financial... ...opportunities for existing clients. Ideal candidates are motivated... ...Employment is full-time with flexible hybrid options available. #J-18808-...Full timeFlexible hours
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