- Guardian Life (New York, NY)
- The Broker Dealer Operations Specialist will serve a subject matter expert on all aspects of our Client Onboarding, Account Maintenance, Third Party Data ... Reconciliation and Non-Purpose Lending Operations . The Broker Dealer Operations Specialist will intimately understand how our Books and Records… more
- Guardian Life (Holmdel, NJ)
- As a Wealth Management Agency Operations Specialist , you will support Guardian Agencies with submitting new business and servicing wealth management accounts. ... detail oriented and possess excellent time management skills + Must understand broker dealer systems for account opening, asset movements, and order entry + Must… more
- Guardian Life (New York, NY)
- …on department projects and ongoing recruitment strategy **You have** + 3-5 years of broker - dealer operations or service experience + Ability to create strong ... **Overview** Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of...office personnel + Field inquiries related to transition and broker dealer acclimation + Advocate for &… more
- City National Bank (Jersey City, NJ)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker / Dealer , Investment Banking activities for CNB's Capital Markets, ... Registered and Unregistered Fund Vehicles, Support Functions ( Operations , Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages… more