- JPMorgan Chase (Plano, TX)
- …Lead global operational deliveries and controls end -to-end to ensure seamless delivery of client billing across Securities Services and Escrow Services ... **Role Description:** As the Head of Billing Operations for Securities Services you will lead a global...team members responsible for collaborating directly with sales and client services teams, the Pricing and Billing… 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
- Santander US (New York, NY)
- …degree and/or equivalent work experience Work Experience: + 3+ Years Experience in securities , financial services or client -facing or project management ... Analyst, Client Lifecycle Management New York, United States of...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 (Coeur D'Alene, ID)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Lakeview ... Group. 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
- Charles Schwab (Indianapolis, IN)
- …together. Client Reporting and Security Services (CRSS) is part of our Client Service & Support's (CS&S) Operational Support division. CRSS is a TIER 2 ... cost basis, corporate actions, securities operations, distributions, and client reporting products. Alternative Investments Custody Services is another… more
- Raymond James Financial, Inc. (Memphis, TN)
- …concepts, practices and procedures used in the securities industry. * Client relations management tools * Financial services news and data resource ... in analyzing portfolios, asset allocations and other investment holdings with client portfolios and make appropriate recommendations. Regular contact with internal… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services . The Firm's employees ... is an important part of our culture. Executive Financial Services ("EFS") at Morgan Stanley @ Work, is the...the highest rank in the industry in quality and service . As part of the Restricted Securities … more
- JPMorgan Chase (New York, NY)
- Instruction Capture is the front door to JPMorgan's Securities Services business and is responsible for capturing, validating and enriching client ... state of the art, end-to-end solution providing middle office services to Securities Services franchise...You will work with multiple stakeholders across product management, client service , operations, and technology to deliver… 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
- Truist (Houston, TX)
- …as a pipeline to our Truist full-time programs. **Corporate Overview** : Truist Securities is the full- service Corporate and Investment Banking (CIB) arm of ... and presentations, team-building projects + Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others + Community Service : Opportunities… 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
- JPMorgan Chase (Boston, MA)
- …are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work ... personal and professional development. As an Analyst in our Securities Valuation team, you will be responsible to capture...to solve problems and reduce risk + Resolve internal client queries promptly and professionally + Escalate all issues… more
- T. Rowe Price (Baltimore, MD)
- …premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The ... your career with us. The Director, Middle Office - Securities and Account Reference Data manages a team that...partnering with technology, Investments, partner support areas and external service providers. Role Summary: Serves as a subject matter… 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
- 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