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The Decedent Solutions Associate provides client support services, assisting in resolving issues, conducting data entry, and maintaining records.

Develops, maintains, and supports software applications, collaborates with stakeholders, and leads projects while ensuring code quality and performance standards are met.

The Business Manager will advise on the strategy for the Private Client Group's international business, manage risk, and drive strategic initiatives. They will collaborate with teams, handle compliance issues, and support change management processes.

Provide second-line technical support for hardware and software issues, assist customers with installations, and ensure positive client interactions in a contact center environment.

As a Strategic Project Coordinator, you will lead medium-complexity projects, engaging stakeholders to deliver strategic outcomes while mentoring project teams and managing resources effectively.

The Director of Operations leads organizational functions, ensures client service excellence, manages team performance, and oversees compliance within the financial services sector.

Manage legal matters for the technology and transactions functional area, draft and negotiate agreements, provide counsel to management, and mentor staff.

Provide support and training for financial planning applications to Financial Advisors, analyze retirement needs, and resolve complex issues. Deliver training and maintain documentation.

The role involves opening new accounts, resolving client issues, and ensuring compliance with policies. It requires strong communication skills and collaboration.

This role involves training to become a Financial Advisor, developing client relationships, recommending investment solutions, and completing necessary licensing and assessments.