- S&P Global (New York, NY)
- …of the trade and settlement lifecycle, while transforming the client experience. As Pre- Sales specialist , you will have responsibility for software pre- sales ... client, helping create new opportunities and business growth. Along with Pre- sales responsibilities for our enterprise securities processing and corporate… more
- Morgan Stanley (New York, NY)
- …team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private ... its workforce (M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** *Sr. UHNW Sales Specialist * **Location:** *New York-New York* **Requisition ID:**… more
- Raymond James Financial, Inc. (New York, NY)
- **Description** Job Summary Technology Sales Specialist , Senior Associate, will work closely with the Senior Sector Specialist in an effort to maintain and ... drive increased mind share with Equity Sales clients, primarily focused on the New York market....of investment concepts, practices and procedures used in the securities industry * Working knowledge of concepts, practices, and… more
- Bloomberg (New York, NY)
- Risk & Valuations Sales Specialist (BVAL), Specialist Sales - Bloomberg Financial Solutions **New York, NY** Posted Mar 15, 2024 - Requisition No. 123852 ... and employees alike. Our team comprises several key pillars: sales , service , operations, culture and brand. As...the format they prefer. Out of the millions of securities that exist, most are thinly traded and difficult… more
- Bank of America (New York, NY)
- …market, and generally educate on underlying structures and indices. Additionally, internal sales specialist will support the external specialists and their ... Market Linked Sales Desk Specialist New York, New...+ Providing Financial Advisors with a high level of service and technical expertise on Market Linked Investments (MLI)… more
- Wells Fargo (Charlotte, NC)
- …or equivalent experience + Working knowledge of Capital Markets flows (Institutional Securities sales and trading and/or investment banking) in operations, risk ... **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team as part of Corporate and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and Investment ... Banking Operations. The Wells Fargo CIB Securities Tax Operations team leads global CIB first-line customer...leads global CIB first-line customer tax activities. The lead specialist is expected to contribute to broader team focus… more
- Charles Schwab (Westlake, TX)
- …within an employer-sponsored retirement plan (401K, 403B, etc). The Participant Group Specialist will directly interact with a variety of clients including plan ... letters. This position is responsible for answering all client service and trading inquiries, as well as complex transactions...and may include a referral to any of the Sales groups. This position requires the ability to consistently… more
- CIBC (Dundas, MN)
- …relationship management, creating comprehensive financial plans and providing exceptional client service . As a Senior Financial Advisor in the Imperial Service ... market and potential client base to create a comprehensive sales plan that will convert leads into new clients....accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years… more
- Bank of America (Columbia, MD)
- GWIM Credit Product Specialist Chicago, Illinois;Columbia, Maryland; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... along with the power to make a difference. Join us! The GWIM Credit Product Specialist acts as an extension of the Credit Executives. The Specialist is… more
- Morgan Stanley (South Jordan, UT)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... industry. We are looking for a Senior Liquidity Transactions Specialist to join our Global Private Markets team and...will have the opportunity to work and collaborate with sales , technology, and product teams to build the best… more
- Morgan Stanley (South Jordan, UT)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... the incomparable leader in our industry. We are looking for a Liquidity Transactions Specialist to join our Global Private Markets team and help write the next… more
- Guardian Life (Pittsfield, MA)
- …staff members to help drive sales and service clients + Service Park Avenue Securities accounts including brokerage and advisory + Participate in Lead ... our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to...policy issues and provide problem resolution + Identify potential sales and planning opportunities + Deliver high level of… more
- Mass Markets (Dallas, TX)
- POSITION OVERVIEW MCI is seeking an experienced BPO Insurance Licensing Specialist to support Property and Casualty business process outsourcing accounts. In this ... are responsible for the following tasks: + Act as the licensing customer service contact for agents, enrollers, and processing teams by responding to questions both… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …(HNW) clients.** **Job Summary** The Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account ... process and provides exemplary service and support to our clients. This position must...clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance, Financial Advisors,… more
- Guardian Life (Bethlehem, PA)
- **Position Overview:** The Sr Learning Specialist within the Operations Learning and Development team is responsible for development and delivery of operational ... and home office in collaboration with business stakeholders. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA),… more
- JPMorgan Chase (New York, NY)
- …recommendations of appropriate investment products. Provide clients with institutional service , advice, and cross asset class execution including equities, fixed ... internal clients. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Support coordination of sales … more
- S&P Global (Dallas, TX)
- …Fixed Income Pricing Team has responsibility for providing coverage, quality, and service across several pricing products. The team provides support for pricing ... and externally) while proactively enhancing the methodology for pricing Fixed Income securities . S&P Global's services are used by institutions to help them monitor… more
- MUFG (New York, NY)
- …and Advisory. Securitized Products Primary Desk: Asset Backed Securities , Collateralized Loan Obligations, and Pass-Through Notes. **Major Responsibilities:** ... funds at no additional cost + Support entire credit sales on pricing date to ensure the accuracy and...commercial banking experience is preferable + Very strong customer service skills with exceptional written and verbal communication skills… more
- Raymond James Financial, Inc. (Newark, NJ)
- …facts and information. Day to day operations include supporting Raymond James sales and trading staff for municipal, taxable, and syndicate desks. **Essential Duties ... to trading activities. * Concepts, practices and procedures of securities trading. * Basic accounting principles and procedures. *...stressful situations and provide a high level of customer service in a calm and professional manner. * Maintain… more