- First Horizon Bank (Orlando, FL)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health,… more
- Fidelity Investments (Glocester, RI)
- Job Description:The RoleJoin our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind ... In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.… more
- Edward Jones (Tempe, AZ)
- …Sr. Trust Consultant remains a key contact for the branch, while also supporting the Client Service Team and serving as an informal leader within the team. By ... Portfolio Managers, and Trust Specialists as needed as part of the EJTC Client Service Team.Responsible for communicating with branch team all facets of… more
- Magnet (Dallas, TX)
- …formulas, VLOOKUP's, pivot tables) as well as Word and Outlook. Strong customer service skills and the ability to manage client relationships effectively. ... Commission Specialist is responsible for processing commissions for M Holdings Securities , and responding to internal and Member Firm commission-related inquiries.… more
- CWCapital (Washington, DC)
- CW Financial Services LLC ("CW") is a premier and unique, full- service real estate firm providing solutions to institutional clients in the areas of Commercial ... will also perform credit analyses on pools of commercial mortgage-backed securities (CMBS), with exposure to both agency and non-agency debt.… more
- JPMorgan Chase (Brooklyn, NY)
- …skills + Excellent client -facing skills + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Administration, ... client business and oversee the onboarding of investment managers into the Securities Services organization within JP Morgan's Corporate Investment Bank. You… more
- JPMorgan Chase (New York, NY)
- … client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure seamless project execution ... forums. **Required qualifications, capabilities, and skills** + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- HUB International (Chicago, IL)
- …manage multiple projects simultaneously and effectively to completion. + Positive client - service attitude. + Detail oriented, with excellent organizational ... providing a boundaryless array of business insurance, employee benefits, risk services , personal insurance, retirement, and private wealth management products and … more
- JPMorgan Chase (New York, NY)
- …with product and control partners. + Anticipate client demand for regulatory service solutions and adapt products/ services to meet client obligations. + ... experts across the firm on regulatory developments impacting the Securities Services business and our clients. As...efforts. + Identify and propose opportunities to monetize regulatory service solutions for bespoke client needs. +… more
- UMB Bank (Wilmington, DE)
- …a high level of service to our internal & external partners. These Securities Services Operations Associates each have a specific and impactful function for ... environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates… more
- Bank of America (Pennington, NJ)
- Transaction Management Ops Analyst - Specialized Securities Services Pennington, New Jersey **To proceed with your application, you must be at least 18 years of ... client inquiries via numerous channels to support operational efficiency and quality client service + Responsible for the analysis and resolution of… more
- Citigroup (Getzville, NY)
- …role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Identify project ... may be assigned as required. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives Processing **Time Type:** Full… more
- JPMorgan Chase (New York, NY)
- …uncertainty, market participants are always in need of independent, reliable, and accurate securities valuation services . With offices in New York, London, and ... globally by providing them evaluated pricing on over two million fixed income securities and derivative instruments every day. As a PricingDirect Securities … more
- MUFG (New York, NY)
- …and P&L attribution. + Manage and respond to internal and external client inquiries, providing high-touch service and operational accuracy. + Assist ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...and energetic Associate or Vice President to join our Securities Finance team, with a focus on US Treasuries,… more
- TD Bank (New York, NY)
- …the Business and other groups globally to mitigate risk and delivers world class service to our global client base. Additionally, ensures the Business adequately ... managed, and mitigated risks in day-to-day activities, operations, products and services , and are operating within risk appetite in compliance with regulatory… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest ... Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative...+ Team player with excellent problem solving, communication and client service skills as well as the… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest ... Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative...style. + Team player with excellent problem-solving, communication, and client service skills as well as the… more
- JPMorgan Chase (Jersey City, NJ)
- JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest ... Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative...+ Team player with excellent problem solving, communication, and client service skills as well as the… more
- Citigroup (Getzville, NY)
- …We have a client relationship group, dedicated to overseeing the Organizational service performance and strategic partnership for our top tier client base, ... degree or equivalent experience **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives Processing **Time Type:**… more
