- Morgan Stanley (Purchase, NY)
- …course of onboarding a new company, the Specialist may speak with Issuer's counsel, transfer agent , FA, client (seller) and occasionally Compliance or Legal. ... Morgan Stanley is a leading global financial services firm providing a wide range of investment...settlement of restricted trades. An important part of the service provided by EFS includes education and guidance to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …for the daily processing of shareholder and DTC presentations related to various transfer agent activities. The Associate will be responsible for reviewing all ... transaction. The Associate will be responsible for ensuring all service delivery requirements are met on a daily basis...and will lend assistance to other units within the Transfer Agent organization when required. Additionally, the… more
- CHARLESGATE (Boston, MA)
- …, and programming that empower agent growth and successful delivery of client services & results + Company Lead Management: Manage company buyer/seller lead ... ghostwrite monthly sphere list newsletter for agents + Manage agent video marketing services including agent...to marketing including headshot scheduling, bio generation, sphere list transfer , and adding new agents to our website. +… more
- Randstad US (Phoenix, AZ)
- credit card call center agent . + phoenix , arizona + posted today **job details** summary + $19.99 - $20 per hour + temp to perm + high school + category business ... and financial operations occupations + referenceAB_4612184 job details Our client in North Phoenix is looking to fill several...Phoenix is looking to fill several Banking Call Center Agent positions on their Credit/Debit Cards team. This is… more
- Randstad US (Phoenix, AZ)
- banking call center agent . + phoenix , arizona + posted 10 days ago **job details** summary + $19.99 - $20 per hour + temp to perm + high school + category business ... and financial operations occupations + referenceAB_4605957 job details Our client in North Phoenix is looking to fill several...Phoenix is looking to fill several Banking Call Center Agent positions on their Credit/Debit Cards team. This is… more
- AECOM (North Wilkesboro, NC)
- …a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and ... **AECOM's** is seeking a dynamic **Senior Right of Way Agent ** to work part time with our growing team...Microsoft Office applications, Microsoft Outlook, SAP and DOT File Transfer Program (FTS) + Ability to read and understand… more
- ManpowerGroup (Buford, GA)
- **Collections Agent - $17- $22/hour** Our client in **(Buford, GA)** is looking for hardworking, motivated talent to join their team. Don't wait apply today! ... fair and inclusive environment by offering equal opportunity to access our services . At ManpowerGroup, we are committed to providing accommodations, and will work… more
- KPMG (Seattle, WA)
- …expand our team on the west coast. Responsibilities: + Provide tax and transfer pricing controversy services to major multinational clients and collaborate ... **Business Title:** Managing Director-WNT- Transfer Pricing Dispute Resolution **Requisition Number:** 102628 - 103 **Function:** Tax Services **Area of… more
- RWJBarnabas Health (Somerset, NJ)
- …Category:Emergency Tech/EMT Status:Per Diem Shift:Night Facility:RWJBarnabas Health Corporate Services Department:MH Patient Transfer Center Location: Mobile ... and bed placement software + Able to meet the agent productivity standards as set by Transfer ...and protocols + Works directly with staff at each client facility to ensure timely access, appropriate bed assignment,… more
- RWJBarnabas Health (Somerset, NJ)
- …not limited to all Microsoft applications and hospital EMR + Able to meet the agent productivity standards as set by Transfer Center Leadership + Ability to ... PD Transfer Center DispatcherReq #:0000154858 Category:Dispatcher Status:Per Diem Shift:Day...in a healthcare office, hospital operations setting, emergency medical services and or emergency medical dispatch + Must have… more
- Neuberger Berman (New York, NY)
- …online access to information + Interact with and oversee the Fund's Transfer Agent with heavy follow through on client work items + Facilitate communication ... transaction handling to our clients. Manage daily workflow processing, provide client service , fund operations and Intermediary support. **Responsibilities:** +… more
- Wells Fargo (Charlotte, NC)
- …+ Serve as the primary relationship contact for the Borrower/ property management agent , providing customer service , first-line management and due diligence of ... Real Estate Asset Manager on the expanding GSE Select Client team. This team member will be responsible for...funding and continuing until satisfaction of the debt or transfer to a special servicer pursuant to investor guidelines.… more
- US Bank (St. Paul, MN)
- … Representative_ to join our Original Issuance Team with Wealth Operations Paying/ Transfer Agent group. The team is responsible for onboarding, maintaining, ... and terminating accounts on Stream Transfer Agent system. This role will be...contact between program administrators or relationship managers, maintains high service satisfaction by following up on client … more
- CenterWell (Princeton, WV)
- …of our caring community and help us put health first** The Patient Services Coordinator is directly responsible for scheduling visits and communicating with field ... for agents calling in sick, ensuring patients are reassigned timely. Updates agent unavailability in worker console. + Initiates infection control forms as needed,… more
- Deloitte (Boston, MA)
- …in accounting, finance, or related field. + Experience managing and developing both client service relationships and engagement teams, local and remote. + ... group, you will provide federal tax consulting and compliance services to a diverse client base in...motivation of the engagement team. + Consulting with other service lines and peers to address tax issues and… more
- Truist (Washington, DC)
- …basic computer applications such as Microsoft Office software products. + Must be transfer agent compliant in this role including fingerprinting and acceptable ... personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative… more
- US Bank (Houston, TX)
- …a full array of finance functions: fund accounting, fund administration, regulatory support, transfer agent and custody. Our solutions are available as a ... Description** **Our** **I** **nvestment** **S** **ervices** **t** **eam** Our Investment Services organization is comprised of two branches: + **U.S. Bank** **Global… more
- US Bank (Irvine, CA)
- …a full array of finance functions: fund accounting, fund administration, regulatory support, transfer agent and custody. Our solutions are available as a ... discover what you excel at-all from Day One. **Job Description** **Our Investment Services t** **eam** Our Investment Services organization provides you the… more
- Founder's CPA (Chicago, IL)
- …+ Problem-solving skills + Professionalism and commitment to exceptional communication and client service + Experience with Quickbooks Online, Sage Intacct, ... Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the...accounting and offer a modern approach that improves the client experience. This approach enables us to provide deeper… more
- Deloitte (Columbus, OH)
- …areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment ... and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and… more