- Office of the Illinois State Treasurer (Springfield, IL)
- …of all transactions related to security sales and dividends earned on held securities . The Senior Securities Specialist provides direct support to ... JOB OPPORTUNITY ANNOUNCEMENT Job Title: Senior Securities Specialist Division: Unclaimed Property Classification:...of this position. Duties and Responsibilities: + Provides immediate support to the Manager of Securities in… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Trade Support Team within Wealth and Investment ... functions for Fixed Income/Equity/UIT Trading Services, Regulatory Reporting, Purchase and Sales Comparisons and Trade Corrections. Operational support will be… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** Principal is seeking a ** Securities Operations Specialist I** to join our Principal Custody Solutions (PCS) team. If you enjoy working in a ... this may be the position for you! As a ** Securities Operations Specialist I** , you will...Range Information** Salary ranges below reflect targeted base salaries. Non- sales positions have the opportunity to participate in a… more
- Citigroup (Tampa, FL)
- …regular calls with clients to review operational issues log and MIS. + Support Sales /Client Executives in pre-RFP information requests and client due diligence ... **Job purpose:** Securities Service is a key business within the...Bachelor's/University degree, Master's degree preferred **Job Family Group:** Institutional Sales **Job Family:** Account Management **Time Type:** Full time… more
- Morgan Stanley (Houston, TX)
- …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:** *Texas-Houston* **Requisition ID:** *3256523*… more
- DuPont (Circleville, OH)
- …electronics, and military equipment. ICS is looking for a West (Americas and EMEA) Sales Operations Specialist who will play a pivotal role in optimizing ... planning, data analysis, process optimization, and CRM management. This role will support the West sales team by providing actionable insights, streamlining… more
- DuPont (Sunnyvale, CA)
- …and challenging opportunity for a Medical Device Manufacturer (MDM) & Pharmaceutical Sales Specialist in the North America DuPont (TM) Tyvek(R) Healthcare ... Roll Goods segment. This MDM & Pharma Specialist will maintain and expand relationships with strategic value...Healthcare Packaging market. This role is part of the Sales Organization. It is responsible for driving demand generation… more
- Bank of America (New York, NY)
- Global Operations Markets Support Specialist -Trade Control-Fixed Income New York, New York **Job Description:** At Bank of America, we are guided by a common ... role primarily consists of: assisting the business with Trade Validation/Trade Reconciliation support of securities and derivative products across multiple trade… more
- Atria Wealth Solutions (San Diego, CA)
- …Financial Group, Inc., Western International Securities , Inc., and SCF Securities , Inc. Atria's subsidiaries together support nearly 2,500 financial ... practices. We are looking for an Equity Trader / Specialist to responsible for the placing of all stock...flat. + Assist advisors with historical pricing of equity securities . + Request pricing on un-priced securities .… more
- HSBC (Miami, FL)
- …experience within Wealth Management, Private Banking, Internal Wholesaling, External Wholesaling, Securities Sales Assistant, Financial Advisor or other ... AMUS. The person in this role will facilitate and support the delivery of AMUS solutions and services to...securities industry sales or equivalent + You will need to be… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 09 **Job Title: Ratings360(R) Platform Specialist ** **Grade Level (for internal use):** 9 **Location:** New York City ... for: + Capturing the voice of the customer through product demos, attending Sales team meetings, and through feedback channels such as surveys and Salesforce call… more
- Morgan Stanley (Purchase, NY)
- …and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist " or "VPBS") to join our Sales Team in the Private Banking ... that conducts its business through three principal business segments-Institutional Securities , Global Wealth Management/Morgan Stanley Wealth Management (MSWM), and… more
- CIBC (Dundas, MN)
- …Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorite des Marches Financiers) ... 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
- JPMorgan Chase (Los Angeles, CA)
- The Life Insurance Specialist will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, ... and the retirement industry, and can effectively manage between sales and service support needs of the...entire wealth spectrum; including the Private Bank, JP Morgan Securities , and Chase Wealth Management. The Wealth Management Insurance… more
- Bank of America (Northbrook, IL)
- Wealth Management Specialist - NR Northbrook, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate... role. This position operates in a marketing and sales development role by implementing and executing the Elite… more
- JPMorgan Chase (Los Angeles, CA)
- …and retirement industry and be adept at balancing sales and service support for the product. Additionally, the specialist will work closely with Wealth ... trusts and estates, loans, mortgages, and deposits. As the Western Divisional Annuity Specialist , you will support advisors within JP Morgan's Wealth Management… more
- Guardian Life (Bethlehem, PA)
- …business and continuously raise the bar. **Reporting Relationships:** As our Customer Service Specialist , Park Avenue Securities , you will report to one of our ... join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial professionals and Clients via inbound calls to our Service… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... Corporate Insiders. These transactions include Rule 10b5-1 Trading Plans, sales under Rule 144 or pursuant to prospectus registration,...As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for… more
- DuPont (Wilmington, DE)
- …give back to communities in which we work and live. **CUSTOMER SERVICE SPECIALIST ** DuPont Electronics and Industrial (E&I) is seeking a Part-time Customer Service ... Specialist to join our team at the Chestnut Run...this may include consignment, bulk, or import/export shipments. + Support customers with their administrative and technical questions (EDI/MyDuPont),… more
- Raymond James Financial, Inc. (Memphis, TN)
- …aid the department in compliance of regulatory requirements. * Provides coaching support to supervisors to ensure associates are progressing in knowledge, skills, ... SME for both internal and external clients (including financial advisors and sales assistants) and acts as a liaison between department associates and Legal,… more