Job Summary: The Client Administrative Specialist (CAS) participates in and supports the integrated delivery of a broad range of investment, personal trust, and financial planning services to a challenging and sensitive portfolio of affluent and mass affluent clients....
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
The AmericanTCS 401(k) Benchmark returned 8.77% for the quarter, outpacing the 60/40 Balanced Index’s return of 6.70%. Over the same period the S&P 500 Index returned 10.94% as markets shook off heightened volatility and rallied on softened trade policy. The...
Job Summary NewEdge Advisors is a rapidly growing, multi-custodian (LPL Financial, Fidelity, Schwab, Raymond James, Goldman Sachs) RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting-edge technology,...
Job Summary The Senior Quality Assurance Analyst, reports to the QA Manager (PMO). They will work with the business and development teams to strategize, design and execute functional and performance tests to ensure that new and existing systems’ features and functions...
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