- WSFS Bank (Greenville, DE)
- …a difference every day for the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's our mission and our purposeThe ... Fiduciary Specialist is responsible for supporting the Trust Officers by...for supporting the Trust Officers by providing high level service delivery to Delaware Advantage trust and agency clients,… more
- Amerant Bank (Coral Gables, FL)
- The Trading and Sales Middle Office Specialist is primarily responsible for providing operational support and exceptional customer service to the bank's ... of operational tasks for the AMTI TSMO area, including processing updates to client accounts and interpreting and handling exceptions as well as resolving escalated… more
- Fidelity TalentSource LLC (Bethesda, MD)
- …long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you for ... Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and… more
- ConsultNet (Rockville, MD)
- …We are seeking a talented and experienced Systems Administrator/Engineer III to join our client 's dynamic IT team. This is a 100% remote opportunity supporting our ... client , an organization that is a major not-for-profit entity...tandem with the federal government (specific agencies) to regulate securities , stocks, bonds and with a mission to protect… more
- City National Bank (Newark, DE)
- **INVST OPERATIONS SECURITIES SPECIALIST ** **WHAT IS THE OPPORTUNITY?** The Securities Specialist will support responsibilities assigned to the Wealth ... Management Operations team. **Banking and Investment Services Division** Banking and Investment Services plays an integral role in leading the strategic vision… more
- Truist (Charlotte, NC)
- …Truist Securities . 2. Maintain a working-level understanding of Truist and Truist Securities , as well as its products and services . 3. Develop strategic ... with the corporate communications team to provide communications support for Truist Securities , the corporate and investment banking arm of Truist, as well as… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Senior Trust Securities Specialist job and contemplates a wide range of factors that are ... Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private… more
- Morgan Stanley (New York, NY)
- …rank in the industry in quality and service . As part of the Restricted Securities Specialist Team you will devote your time to performing due diligence and ... financial services firm providing a wide range of investment banking, securities , investment management and wealth management services . The Firm's employees… more
- Credit Suisse (MD)
- …an inclusive culture and value diverse perspectives **Job:** **Product Specialist * **Title:** * Securities Executor (ENO-AVP) #217307* **Location:** *Greater ... include: * Initiate the set-up of a GTS Execution Services team in onshore China, having key responsibilities in...having key responsibilities in the build-out of onshore China securities execution platform for the Private Bank with products… more
- Guardian Life (Bethlehem, PA)
- …self-motivated individual to join our Client Outreach team. As a Senior Client Outreach Specialist , you will partner with Guardian General Agencies to help ... clients. You will also work to test our new client retention and lead generation efforts! **You are** +...help drive sales and service clients + Service Park Avenue Securities accounts including brokerage… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and ... Securities Based Lines of Credit. Works closely with account support specialist , and the department supervisor, to ensure the department remains fully compliant… more
- CIBC (Dundas, MN)
- …through key relationship management, creating comprehensive financial plans and providing exceptional client service . As a Senior Financial Advisor in the ... Imperial Service Team, you'll expertly deliver on CIBC's Imperial ...to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities… more
- S&P Global (New York, NY)
- …capital market segments to reduce risk, increase operational Efficiency and enhance client service quality by helping them streamline, optimize and automate ... end to end of the trade and settlement lifecycle, while transforming the client experience. As Pre-Sales specialist , you will have responsibility for software… more
- Fifth Third Bank, NA (Evansville, IN)
- … Specialist I provides office management support for registered securities representatives (eg, Investment Executives or Wealth Management Advisors). Responsible ... changes while deepening the relationship and serving the best interest of the client . + Educate and coach business partners on current market conditions, products,… more
- Fifth Third Bank, NA (OH)
- …Bancorp. Mitigate risk of loss and regulatory risk incurred by Fifth Third Securities . Responsible and accountable for risk by openly exchanging ideas and opinions, ... or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker-dealer,...suitable for, and in the best interest of, the client . + Seeks additional information and related follow-up to… more
- First Horizon Bank (Houston, TX)
- …memos, or correspondence, strong analytical skills, self-starter, excellent customer service /problem solving skills, must prioritize tasks, experience with loan ... or finance), with five (5) years of banking, financial, or securities industry supervisory experience. **Responsibilities include:** + Work with manager and… more
- BMO Financial Group (SD)
- …**Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility is ... point of client contact, the BIS Investment Service Specialist core mandate is to assist...as general navigation of Wealth websites. The BMO Investment Services , Investment Service Specialist has… more
- Morgan Stanley (New York, NY)
- Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities , Wealth ... and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …and high-net-worth (HNW) clients.** **Job Summary** The Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking ... client type. + Works closely with all members of the Private Bank Service Team in supporting client requests. + Partners and communicates effectively with… more
- Wells Fargo (Charlotte, NC)
- … sales and trading and/or investment banking) in operations, risk management, client service , or compliance/regulatory/legal capacity + Understanding of Markit ... Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team...Rates products. This individual will carry out our onboarding services which include client engagement with our… more
