- Beacon Hill Staffing Group, LLC (New York, NY)
- My client , a well-established subscription based startup, is seeking a Finance Operations Associate /Accountant to join the team. This is a very exciting ... Accounting Manager. In this role you will record journal entries and prepare account reconciliation for the monthly close. You will also record intercompany entries… more
- Staff Management | SMX (Geneva, IL)
- In the role of Account Manager, you will be a leader at the center of the action. Responsible for overall site operations , you will manage annual revenues ... Job Functions Manage and provide guidance to the service team's daily operations Responsible for actively building and maintaining a strong client … more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your ... with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In… more
- Hired by Matrix (New York, NY)
- …of withholding and reporting. Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and ... by joining a global financial institution? If so, our client is hiring a Tax Reporting Associate !What...documentation.What You Bring: 2+ year's professional experience preferably in operations not necessarily in tax. Tax would be a… more
- Segal (Chicago, IL)
- …Sr Associate will be primarily responsible for providing investment operations and consulting support. Responsibilities will include working with members of ... team, and coordination and implementation of firm wide best practices. The Sr. Associate will have client support responsibilities which may include more complex… more
- Fidelity TalentSource LLC (Durham, NC)
- …assets. To be effective, you will work closely with Exchange and Custody Operations , Technology Support, Client Support to ensure understanding of client ... input into, conversations with business partners including Product, Risk, Compliance, Exchange Operations , Client Support, etc. to support ongoing client … more
- Fidelity TalentSource LLC (Boston, MA)
- …Digital Asset Management (FDAM) is seeking an experienced individual to lead Investment Operations . Reporting to the Head of Investment Services of FDAM, the Vice ... President, Investment Operations will collaborate closely with the FDAM s leadership...performed with urgency and results delivered in a collaborative, client -centric manner. Drive technical and operational readiness to meet… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleIn the role of Senior Manager, Sales Enablement and Operations you will partner with key leadership teams across Fidelity Institutional ... initiatives that drive efficiency and bring scale to a client facing organization with 150+ associates! The Senior Manager...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …in Fidelity s Workplace Investing Customer Solutions Chapter Team Denali, Recordkeeping and Operations Product area, you will be a member of an Agile squad ... functional and dedicated squad members (product, technology, legal, and business operations partners) responsible for delivering specific business goals. In this… more
- Ramp Health (Deer Park, NY)
- …and other relevant information to ensure effective communication and reporting with the client and the operations or account manager. Maintain the ... chronic disease risk, and reduce healthcare costs for the client . Their role includes proactively engaging employees around their...any schedule changes to the key site contact and operations manager. Be accessible with high visibility at least… more
- Fidelity TalentSource LLC (Durham, NC)
- …Defined Benefit domain expertise with a passion for teamwork, innovation and client management. This role is primarily responsible for establishing a team ... complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions & change orders. The… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and analyze plan-specific materials to resolve creative solutions in meeting client s unique communications needs. Routinely develop custom integrated marketing ... campaigns (ie DB) to address client -specific goals. Work as a member of a team...in cross market initiatives and represent Communications, Education and Operations larger scale initiatives. The TeamThe Sr. Communications Production… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Description:The Role The Configuration Analyst is a member of the Health Care Operations Organization. This is an exciting role that offers an opportunity to blend ... responsible for providing support in an Agile environment for client advised projects to ensure that the systems are...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Percepta (Melbourne, FL)
- …of a Concierge is to enhance the customer experience and increase our client 's Brand Loyalty and Recognition by proactively promoting their luxury vehicles and ... outcomesRequired to meet specified targets related to program metrics, as set by Operations Management Participate in projects, duties, and other tasks assigned by … more
- Fidelity TalentSource LLC (Durham, NC)
- …a fast-paced environment where learning new skills and understanding Edge Security Operations quickly is a key to success.\u00A0 The job involves performing ... techno-manager role in Edge Security Operations areas including Web Application Firewall, Email Security, IDS/IPS, cloud perimeter security, Cyber Incident Response,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …within 180 days)Experience with trading securitiesGeneral understanding of New Account proceduresUnderstanding of Securities Processing operations and ... firms and investment advisors) in selling restricted / control securities for their client s pursuant to SEC regulations and insider trading rules, when applicable.… more
- Fidelity TalentSource LLC (Albuquerque, NM)
- …life event. The right candidate will work with their individual team, other Operations Functions, Client & Relationship Management, Legal, Risk & Compliance as ... the role for you! Qualification Services is an Integrated Operations team looking to add a dynamic leader who...well as the External Client and their contacts.This function spans across our DB,… more
- Fidelity TalentSource LLC (Boston, MA)
- …the development of products and services, ongoing plan administration, including operations , reporting and disclosure, document and contract support, and investment ... enterprise, including risk, compliance, government relations, relationship management, product, client experience, finance, sales, technology, and marketing. The Expertise… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …support to the growing Fidelity Institutional (FI) and Fund and Brokerage Operations Technology (FBOT) businesses, a collection of business groups that provide ... RIAs that use National Financial Services LLC (\u201CNFS\u201D) to custody their client brokerage accounts. The Expertise and Skills You BringJD and at least… more
- Fidelity TalentSource LLC (Covington, KY)
- …with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations , etc. The ... Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members… more
