Companies that use financial services include Wells Fargo, JPMorgan Chase & Co., Pwc, U.S. Bank, J.P. Morgan, Fidelity Investments, Ernst & Young, and several other companies.
| Rank | Company | % of all skills | Job openings |
|---|---|---|---|
| 1 | Wells Fargo | 15% | 2,268 |
| 2 | JPMorgan Chase & Co. | 11% | 11,647 |
| 3 | Pwc | 10% | 18,140 |
| 4 | U.S. Bank | 9% | 2,306 |
| 5 | J.P. Morgan | 8% | 0 |
| 6 | Fidelity Investments | 6% | 1,080 |
| 7 | Ernst & Young | 5% | 16,412 |
| 8 | Bank of America | 5% | 3,683 |
| 9 | Edward Jones | 3% | 1,261 |
| 10 | Guidehouse | 3% | 3,464 |
What companies use Financial Services the most?
1. Wells Fargo
Zippia score 4.6
How Wells Fargo uses Financial Services:
- Experience in operations, customer service and/or financial services management within a high volume, fast-paced and constantly changing environment.
- Have an in depth knowledge of business banking products and financial services that are offered.
- Demonstrated in-depth understanding and knowledge of bank business products and financial services.
Most common skills for Wells Fargo:
- Customer Service
- FHA
- Outbound Calls
- Loan Applications
- Bank Products
- Financial Products
2. JPMorgan Chase & Co.
Zippia score 4.8
How JPMorgan Chase & Co. uses Financial Services:
- Performed intermediate support related to branch operations and financial services.
- Worked closely with clients to offer personalized financial services.
- Experienced in telemarketing solicitation of banking and financial service products.
Most common skills for JPMorgan Chase & Co.:
- Customer Service
- QA
- Process Improvement
- Customer Inquiries
- Customer Accounts
- SharePoint
3. Pwc
Zippia score 4.8
How Pwc uses Financial Services:
- Performed and supervised SAS 70 internal control attestation, financial statement audit engagements for private and public financial services industry clients.
- Effected financial services auditing and risk control, with client facing experience at various bulge bracket financial service firms.
- Assisted in the auditing of complex areas with a focus on media, broadcasting, and financial service clients.
Most common skills for Pwc:
- Financial Statements
- Project Management
- Real Estate
- Sarbanes-Oxley
- Internal Controls
- ERP
4. U.S. Bank
Zippia score 4.6
How U.S. Bank uses Financial Services:
- Developed strong business relationships and recommended banking products and financial services to meet customer needs.
- Perform intermediate duties and support related branch operational activities and financial services.
- Deepened client relationships through the needs based selling of a larger suite of financial services products.
Most common skills for U.S. Bank:
- Customer Service
- ATM
- Credit Card
- Loan Applications
- Bank Products
- Customer Accounts
5. J.P. Morgan
Zippia score 4.6
How J.P. Morgan uses Financial Services:
- Referred Customers to appropriate financial services and products as needed.
- direct deposit and financial services to business with over $20MM in sales or 100+ employees.
Most common skills for J.P. Morgan:
- Securities
- Risk Management
- Due Diligence
- Project Management
- Client Relationships
- Java
6. Fidelity Investments
Zippia score 4.6
How Fidelity Investments uses Financial Services:
- Initiated transfer of assets from external brokerage firms through the firm's custodian, National Financial Services.
- Develop and execute the local market development plan including delivery of financial services education seminars.
- Created presentations on financial services to groups to attract new clients.
Most common skills for Fidelity Investments:
- Customer Service
- QA
- Process Improvement
- Project Management
- Inbound Calls
- Problem Resolution
7. Ernst & Young
Zippia score 4.7
How Ernst & Young uses Financial Services:
- Audited clients in the health care, grocery, financial services, government, construction and manufacturing industries.
- Serviced clients primarily in financial services industry, including several foreign banks and mutual funds.
- Audit client industries include; technology, telecommunications, health care, manufacturing, entertainment, and Financial Services.
Most common skills for Ernst & Young:
- Financial Statements
- Project Management
- Internal Audit
- Process Improvement
- Audit Procedures
- Business Development
8. Bank of America
Zippia score 4.7
How Bank of America uses Financial Services:
- Provided business accounts, lending solutions, and financial services to commercial banking clientele.
- Analyze client's financial strategy and recommend alternative or additional financial services to best meet client's business needs.
- Determine customers' financial services and prepare proposals to sell services that address these needs
Most common skills for Bank of America:
- Customer Service
- SharePoint
- Credit Card
- Process Improvement
- FHA
- Sigma
9. Edward Jones
Zippia score 4.5
How Edward Jones uses Financial Services:
- Provided full line of financial services including but not limited to mortgages, consumer loans, and credit cards.
- Managed local office of a full service financial services firm.
- Work with clients to identify financial services needs.
Most common skills for Edward Jones:
- Client Accounts
- Customer Service
- Life Insurance
- Client Portfolios
- Client Service
- Phone Calls
11. Citi
Zippia score 4.6
How Citi uses Financial Services:
- Advise clients on Citigroup financial services for the national banking division.
- Performed as Customer Service Specialist/Financial Services Specialist.
- Meet all customer needs and strive to be their primary financial services company by pure integrity.
Most common skills for Citi:
- Customer Service
- Project Management
- Outbound Calls
- UAT
- Unix
- Credit Card
12. LPL Financial
Zippia score 4.7
Most common skills for LPL Financial:
- QA
- Customer Service
- End Testing
- Securities
- Data Extraction
- On-Time Delivery
13. Deloitte
Zippia score 4.7
How Deloitte uses Financial Services:
- Led multiple M&A due diligence projects and technology strategy projects for Financial Services technology providers.
- Planned and supervised certified audits and review engagements for financial services and brokerage clients.
- Provided audit services to a variety of financial services, manufacturing, retail, not-for profit and consumer product clients.
Most common skills for Deloitte:
- Project Management
- Java
- Business Development
- Process Improvement
- Business Process
- Financial Statements
14. BMO Capital Markets
Zippia score 4.7
Most common skills for BMO Capital Markets:
- Portfolio
- Azure
- Direct Reports
- Treasury
- Trade Execution
- Brand Awareness
15. Magellan Health
Zippia score 4.8
Most common skills for Magellan Health:
- Medicaid
- Customer Service
- Crisis Intervention
- SharePoint
- Windows
- NCQA
16. Mayer Hoffman Mccann P.c.
Zippia score 3.6
Most common skills for Mayer Hoffman Mccann P.c.:
- Non-Profit Organization
- Business Transactions
- Regulatory Compliance
17. SS&C Technologies
Zippia score 4.5
How SS&C Technologies uses Financial Services:
- Managed three institutional investment accounting platform applications utilized by many of the largest North American financial services organizations.
Most common skills for SS&C Technologies:
- Financial Data
- Hedge Funds
- Client Relationships
- Financial Statements
- Data Analysis
- Calendar Management
18. Huntington National Bank
Zippia score 4.4
How Huntington National Bank uses Financial Services:
- Provided financial services and reviews in order to recommend products based on the customers' financial goals and expectations
- Applied sales forecasting techniques and strategic planning to verify sales and profitability of products, lines, and financial services.
- Recognized complex product and financial services opportunities and referred to appropriate sales partners.
Most common skills for Huntington National Bank:
- USDA
- Customer Relationships
- Customer Service
- Real Estate
- ATM
- SharePoint
19. BNY Mellon
Zippia score 4.4
Most common skills for BNY Mellon:
- Financial Statements
- Securities
- Reconciliations
- Client Service
- Wire Transfers
- Unix
20. Morgan Stanley
Zippia score 4.6
How Morgan Stanley uses Financial Services:
- Provided a high level of individualized, comprehensive brokerage financial services and investment strategies to clients.
- Assigned the task of cold calling 400 potential clients a day, providing information about financial services offered by the firm.
- Explored career tracks within financial services industry.
Most common skills for Morgan Stanley:
- Securities
- Java
- Risk Management
- SharePoint
- Fixed Income
- Derivative
Other skills
- FAA companies
- FAFSA companies
- FCAW companies
- FCC companies
- FDCPA companies
- FEA companies
- FHA companies
- FINRA companies
- FM companies
- FPGA companies
- FTP companies
- Facebook companies
- Facility Maintenance companies
- Facility Tours companies
- Fact Sheets companies
- Failure Analysis companies
- Fall Protection companies
- Family Medicine companies
- Family Practice companies
- Family Therapy companies
- Farm Equipment companies
- Feature Film companies
- Feature Stories companies
- Federal Agencies companies
- Federal Government companies
- Federal Laws companies
- Federal Regulations companies
- Fiber Optic companies
- Fiber Optic Cables companies
- Fiction companies
- Field Testing companies
- Field Training companies
- Financial Aid companies
- Financial Analysis companies
- Financial Assistance companies
- Financial Data companies
- Financial Institutions companies
- Financial Management companies
- Financial Markets companies
- Financial Models companies
- Financial Performance companies
- Financial Planning Analysis companies
- Financial Products companies
- Financial Reports companies
- Financial Resources companies
- Financial Services companies
- Financial Statements companies
- Financial Systems companies
- Financial Transactions companies
- Fine Arts companies
- Fine Dining companies
- Fire Prevention companies
Updated December 28, 2023