- Raymond James Financial, Inc. (Southfield, MI)
- …correspondences from various fund families related to the update and maintenance of mutual fund product characteristics as well as fund family rules and ... operational procedures within the department, related to the update and maintenance of mutual fund product characteristics as well as fund family rules and… more
- US Bank (Milwaukee, WI)
- …One. **Job Description** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
- Equitable (Charlotte, NC)
- …and small group settings - in person and virtually + Managed account, mutual fund , and brokerage experience **Preferred Qualifications:** + Experience working ... Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location**...services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income, third party managed accounts,… more
- US Tech Solutions (Jersey City, NJ)
- …3 Days Working in the office Global Support of all alternative fund transactions: Help facilitate clients wanting to buy/transfer alternative investments by ... supporting four internal client bases: Mutual Funds Trading Desks (NYC/London), Mutual Funds Transfer Desk (NJ), MF Corporate Actions (NJ), and MFS… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …of Death designations, review of advisor email correspondence, review of and approval of mutual fund trade corrections, review of new business forms for the ... appear on the respective blotters including but not limited to Stock, ETF's, Mutual Funds, UIT's, Structured Products, Bonds and Options, review of brokerage new… more
- RELX INC (Cambridge, MA)
- …fostering a supportive environment where collaboration flourishes. About the Role The Compliance Specialist will act as a liaison between the State and NRS in ... and amendment filing activities for an assigned list of mutual funds and clients. Perform review of warning reports...supervision and direction of the Manager. + Communicating of fund changes from client and preparation and submission of… more
- University of Utah (Salt Lake City, UT)
- …**Open Date** 06/13/2024 **Requisition Number** PRN38873B **Job Title** Development Specialist **Working Title** KUER Donor Communications Specialist **Job ... part of KUER , NPR Utah's fundraising team, the Donor Communications Specialist will strategize and create compelling fundraising messaging via emails, web content,… more
- United Rentals (Charlotte, NC)
- …**come build your future with United Rentals!** As a Human Resources (HR) Specialist , you will support multiple departments across several locations with a large ... non-exempt population. The Specialist provides expertise and solutions in the areas of...also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development… more
- BlackRock (Princeton, NJ)
- …understanding of internal workflows and the full lifecycle of equity, fixed income, and mutual fund trades across all SMA distribution channels. + Research and ... SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Specialist to work within the dynamic and fast-paced environment of our Core… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... with us. ABOUT THIS POSITION As a Senior Sales Specialist , you will play an integral role in the...will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized… more
- Bank of America (Pennington, NJ)
- …correspondence is responded to in timely manner. Desired skills: + Five plus years Mutual Fund , ETF, SMA, Model Portfolios or financial services experience + ... Product Specialist - ISG Managed Investments Pennington, New Jersey;Jersey...Solutions business across the various platforms. Additionally, the Product Specialist will interact with other product teams to best… more
- Commander, Navy Installations (Millington, TN)
- …This position is assigned to the Construction Contracting Section; Nonappropriated Fund (NAF) Facilities and Construction Contracting Branch (N944); Fleet and Family ... for the purposes of exchanging information, evaluating proposals and establishing mutual positions for improving the construction contracting programs. Manages and… more
- Bank OZK (Little Rock, AR)
- …requested by the Investment, Administrative, PHI and Operations departments. + Reconciles ex-date mutual fund positions daily. + Processes and monitors ACAT and ... Trust Operations Specialist II + Job ID: 14302 + Functional Area: Trust and Wealth + Position Type: Full-Time Regular + Experience Required: 1 - 3 Years + Location:… more
- United Rentals (Portland, ME)
- …rental provider, **come build your future with United Rentals!** As a Parts Specialist at United Rentals, you will be responsible for supporting the parts ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- United Rentals (Charlotte, NC)
- …rental provider, **come build your future with United Rentals!** As a **Digital Sales Specialist ,** you'll be a crucial part of the team to help exceed the ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- United Rentals (Charlotte, NC)
- **_Great company. Great people. Great opportunities._** As a Credit Specialist at United Rentals, your ability to assess, negotiate and collect on open account ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- United Rentals (Richland, MS)
- …rental provider, **come build your future with United Rentals!** As a Parts Specialist -- Customer Equipment Solutions (CES) at United Rentals, you will support the ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- MD Anderson Cancer Center (Houston, TX)
- …through and ensures the resolution of queries in a timely manner and to mutual satisfaction. . Maintain a query database of all the queries received from industry ... US Dollar (USD) 68,500 + FLSA: exempt and not eligible for overtime pay + Fund Type: Soft + Work Location: Hybrid Onsite/Remote + Pivotal Position: Yes + Referral… more
- Insight Global (Port Huron, MI)
- …in Financial Services. Some open positions include: Accountant, Business Analyst, Mutual Fund Trader, Corporate Actions, Reconciliation Analyst, Settlements ... Analyst, Treasury Analyst, and Tax Analyst. null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer… more
- United Rentals (Elkhart, IN)
- **_Great company. Great people. Great opportunities._** The Region Fleet Specialist will be responsible for managing the day-to-day program requirements based on the ... the customer to continue to reduce operational costs. + The Region Fleet Specialist will use the capabilities of Rentalman, UR Control, Total Control, and other… more