- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a positive client experience. * Collaborating with peers across the division , leads and oversees proactive client engagement touchpoints and outreach ... and/or training to assist with a variety of operational procedures and complex client needs. May assist with the overall management of the team, including… more
- Morgan Stanley (Boston, MA)
- …experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and ... global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more… more
- Truist (Atlanta, GA)
- …. Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, ... This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within… more
- Morgan Stanley (Alpharetta, GA)
- …global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more ... Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants… more
- Principal Financial Group (Des Moines, IA)
- …through change and be an effective change agent for our department. The Manager within Client Service will manage a division of our institutional client ... Do** We're looking for a Manager to join our Client Focused Non Qualified team. In this role, you'll...skills. + This position requires registration as a General Securities Representative (Series 7) or Investment Company and Variable… more
- SMBC (New York, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Truist (Orlando, FL)
- …originated through a variety of channels including the Community Bank, Wealth Division , Premier, Team Mate Banking and Electronic Delivery Channels in a centralized ... releases, conservation and regular easements including collateral types of Securities , Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer,… more
- SMBC (White Plains, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- S&P Global (New York, NY)
- …opportunities in amongst the "target market segment" for the Post Trade Securities processing and Corporate Actions division , communicating opportunities and ... **Grade Level (for internal use):** 12 **The Team:** The Corporate actions and Securities processing segment sits within S&P Global Market Intelligence and is an… more
- Morgan Stanley (New York, NY)
- …needs is an important part of our culture. *Department Profile* The Fixed Income Division (FID) of the Institutional Securities business unit is comprised of ... and Currency Products, Credit Products, Commodities and Distribution. Professionals in the Division assess and actively manage risk, trade securities and… more
- Morgan Stanley (Boston, MA)
- …global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more ... Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants… more
- US Tech Solutions (Boston, MA)
- …The Specialist should also identify trends that will aid in the increased STP for both the Division as well as the Client , adding to the overall Client ... 3 days in office** + Candidate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. + This… more
- Truist (Richmond, VA)
- …mentioned below. Specific activities may change from time to time. 1. Update client and account information within firm applications while maintaining a high degree ... regulators and guidelines established by Financial Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and other regulatory bodies.… more
- Commerce Bank (Kansas City, MO)
- …wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust ... is a division of Commerce Bank. About This Job The main...Financial Institution websites to gather/collect data to post to client accounts + Ability to think strategically with a… more
- City National Bank (San Francisco, CA)
- …take across the Book and for specific clients + Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client ... approaches to achieve investment goals for clients. **Wealth Management Division : City National Rochdale** As a member of City...for trades and allocation changes for existing clients. + Client calls and inquiries: be able to discuss both… more
- JPMorgan Chase (Columbus, OH)
- …Vice President serves as a regionally aligned point of contact for all securities -based lending queries from Private Client Advisors and Assistants. As part ... within 120 days from start date as a condition of employment + Experience with securities based lending in a wealth management division + Strong partnership and… more
- Morgan Stanley (New York, NY)
- The Fixed Income Division (FID) of the Institutional Securities business unit is comprised of Interest Rate and Currency Products, Credit Products, Commodities ... and Distribution. Professionals in the Division assess and actively manage risk, trade ...first line team which sits in FID but covers client trading documentation across all traded products. This is… more
- SMBC (New York, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- US Bank (New York, NY)
- … servicing products. + Help identify product development requirements based on client servicing requirement. Support the PCGAM Division Manager and product ... Fund Services and Cash Management services for funds and management company operations of global asset managers. The Account Manager role will involve significant… more
- Citigroup (New York, NY)
- …and competitive analysis as required + Align with and support our global client strategy, analytics and operations teams and relevant centers of excellence, ... Citi, the leading global bank, has approximately 200 million client accounts and does business in nearly 160 countries...brings together our Treasury & Trade Solutions with our Securities Services, providing global solutions that can help clients… more