Financial Specialist Career Research and Resources
JP Morgan
Avg. Salary: $0 · Company Rank: 4.0 out of 5
Goldman Sachs
Business Development Services / Core Marketing and Creative Services * Result and Detail-Oriented professional with over 8 years of international experience in finance and asset management. * Expert at providing prospects with tailored, client-specific responses within the due diligence requests / RFI's; consulted with several marketing channels to support business development initiatives, maintain a consistent mark...
Avg. Salary: $95,000 · Company Rank: Not Available
New Direction IRA
developing new client and vendor relationships, delivering blog and webinar content, providing client service and guidance to prospective clients
Avg. Salary: $55,000 · Company Rank: Not Available
The Entrust Group
provide e-mail, phone and written assistance and support to all clients and prospects nationwide; coordinate and consult regarding alternative investment transactions and IRS code regarding them; provide webinar and blog content
Avg. Salary: $55,000 · Company Rank: Not Available
Charles Schwab
provided individualized advice to clients; delivered public portfolio seminars; served as front desk lead in extremely affluent branch during historically busy period (1999-2000)
Avg. Salary: $55,000 · Company Rank: Not Available
Franklin Templeton
assist retail clients and registered representatives with product, portfolio and marketing issues; conceive and deliver training curricula to all phone-service representatives on topics including customer service skills, investments and portfolios, and market conditions
Avg. Salary: $55,000 · Company Rank: Not Available
TriNet HR Corporation
provide client services to employees of client companies, triangulating to resolve HR, benefits and payroll issues
Avg. Salary: $55,000 · Company Rank: Not Available
Lehman Bros Global Investment
Managed 3 Trade Support Analyst through a daily cycle of trade settlemnt
Avg. Salary: · Company Rank: Not Available
Northern Trust Global Investment
Manage the perforance measurement group, the portfolio administrator,the trade support analyst and the administrative assistant
Avg. Salary: · Company Rank: Not Available
Duff & Phleps Investment
Assistant Portfolio manager resonsible for 2 billion in cash for 7 mutual funds. Portfolio Admin responsible for 85 institutional accouts. Portfolil Admin responsible for 2500 wealth management clients; Trade support analyst responsible for settle both equity and fixed income trades for institutional clients
Avg. Salary: · Company Rank: Not Available
