- Citigroup (Tampa, FL)
- …this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Resolve complex ... may be assigned as required. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives Processing **Time Type:** Full… more
- Thrivent Financial (Jupiter, FL)
- …utilizing Thrivent Financial computer systems and programs in support of client relations, supporting securities related tasks, and other administrative ... financial associates to assist customer/member to purchase, sell, hold or exchange securities products + Participate and drive marketing services including… more
- UMB Bank (Kansas City, MO)
- …environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associate ... The Securities Services Operations Associate is a...and issues they may face while creating an unparalleled client experience. You will analyze reports and lump sun… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …Understanding: General understanding of securities regulations and principles. + Client Service Focus: Demonstrated focus on providing exemplary client ... Description Job Description: The Client Services Associate plays a vital...daily operations of their business, with a focus on client service and administrative tasks. This position… more
- Citigroup (Columbus, OH)
- …of actions and resources for own area. **Responsibilities:** + Manages large, complex Securities Services client onboarding programs in the Americas region. ... Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent...plus + MBA a plus **Job Family Group:** Customer Service **Job Family:** Institutional Client Onboarding **Time… more
- Santander US (New York, NY)
- …degree and/or equivalent work experience Work Experience: + 9+ Years Experience in securities , financial services or client -facing or project management ... VP, Client Lifecycle Management- Corporate & Investment Banking New...of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness… more
- Citigroup (Jersey City, NJ)
- …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
- Thrivent Financial (Westbury, NY)
- … and insurance related tasks and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Jason Rogoff. ... Rogoff. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- Truist (Winston Salem, NC)
- …of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- JPMorgan Chase (New York, NY)
- …program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of ... participate in three ten-month rotations, covering areas such as Client Services , Product Development and Product Management....establish a strong foundation in the key disciplines of Securities Services so that you will be… more
- HSBC (New York, NY)
- …our communities and the planet we all share. The Markets & Securities Services OperationsNon-Financial RiskTeam is seeking an experienced risk professional ... primarily responsible for ensuring that risks within Markets & Securities Services Operations are managed within risk...ability to achieve cost efficiencies in line with market, client demand and service expectations. In particular,… more
- Sysco (Houston, TX)
- …and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation. Ability to manage high volume of ... Company: US6469 Sysco Payroll, Division of Sysco Resources Services , LLC Zip Code: 77077 Minimum Years of Experience: 6 Years Employment Type: Full Time Travel… more
- Deloitte (Philadelphia, PA)
- …Business Tax Services group, you will provide federal tax consulting and compliance services to a clients in the securities and financial services ... Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's...provide services and solutions relevant to our client 's business. Our team will assist with global tax… more
- ArcBest (Fort Smith, AR)
- …support our values-driven culture. Currently, we are looking for a Corporate Counsel - Securities to join the ArcBest team. The Corporate Counsel - Securities ... to, supporting the Company's reporting and disclosure obligations under applicable securities laws and regulations. This position also requires specialty legal work… more
- The Cigna Group (Philadelphia, PA)
- **Counsel, Securities and Treasury** The Counsel **, Securities and Treasury** will provide strategic legal guidance on securities law obligations, ... statements and registration statements. + Provide strategic advice on general securities matters, including Regulation FD and Regulation G, and NYSE compliance.… more
- Citigroup (Jersey City, NJ)
- …derivatives function + Propose solutions to implement settlement process improvements, client service enhancements, or overall technology enhancements. + ... KYC/Onboarding and activities. **Responsibilities:** + Develop and implement business initiatives, client solutions, or projects affiliated with securities and… more
- Thrivent Financial (Minneapolis, MN)
- …licenses + Communicator and Collaborator: Your effective communication skills make you a client service star and a dependable team player. + Detail-Oriented: You ... to meet you! What you will do: As a Securities Support Associate, you will be a vital part...collaborating with our advisors to enhance our investment advisory services and maintain an exceptional client experience.… more
- Citigroup (Getzville, NY)
- …may be assigned as required. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives Processing **Time Type:** Full ... from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to ensure the seamless… 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
- Truist (Charlotte, NC)
- …Truist Securities . 2. Maintain a working-level understanding of Truist and Truist Securities , as well as its products and services . 3. Develop strategic ... with the corporate communications team to provide communications support for Truist Securities , the corporate and investment banking arm of Truist, as well as… more