4 wealth management banking specialist jobs found

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you will unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!     Prudential is seeking a dynamic and customer-focused Senior Customer Excellence Specialist to join our Group Insurance Customer Excellence Team. This role is pivotal in delivering an exceptional service experience to our Premier clients by serving as the primary point of contact for resolving service inquiries and fostering strong client relationships.     As a Senior Customer Excellence Specialist , you will take ownership of client issues—ranging from billing and eligibility to disability claims and voluntary benefits—and drive resolution through collaboration across business units. You’ll proactively identify trends, uncover educational...

Job Classification: Operations - Insurance Operations Group Insurance is an operating unit within the U.S. Businesses Division that primarily focuses on creating, distributing, and administering a complex range of life, disability and supplemental health insurance products for many top Fortune 500 companies.  Prudential has been underwriting group insurance plans since 1916. Today, our Group Insurance business unit is the nation’s second largest group life carrier and a leading disability carrier, proudly servicing nearly 20,000 clients—and insuring more than 20 million employees and their families. Group Insurance has operation centers across the United States. The Underwriting Specialist is accountable for underwriting Group Life, Disability, or Supplemental Health proposals, renewals and on-going case activity in accordance with statutory regulations and existing underwriting policies and practices, assessing risk and making and communicating decisions in a manner which...

Job Classification: Operations - Insurance Operations Group Insurance is an operating unit within the U.S. Businesses Division that primarily focuses on creating, distributing, and administering a complex range of life, disability and supplemental health insurance products for many top Fortune 500 companies.  Prudential has been underwriting group insurance plans since 1916. Today, our Group Insurance business unit is the nation’s second largest group life carrier and a leading disability carrier, proudly servicing nearly 20,000 clients—and insuring more than 20 million employees and their families. Group Insurance has operation centers across the United States. The Lead Underwriting Specialist is accountable for underwriting Group Life, Disability, or Supplemental Health proposals, renewals and on-going case activity in accordance with statutory regulations and existing underwriting policies and practices, assessing risk and making and communicating decisions in a manner...