- WSFS Bank (Wilmington, 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 ... Institutional and Trust Tax Manager will manage a 3-4...such as EFTPS and FINCENPreparing, reviewing, correcting, and inputting client tax information for tax systems, registers, and tax… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …they supportGuide the team by serving as the voice of the client /partner towards high value, high quality executionClearly communicate impediments, progress and ... s degree required, MBA a plus7+ years of combined experience working with custody , inventory management or API technologies as part of or leading agile teamsJira… more
- WSFS Bank (Wilmington, DE)
- …assignedJob Responsibilities: Responsible for supporting the Trust Relationship Officer and client interfacing personnel in providing high level service delivery ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...tasks necessary for proper administration of trust, investment management, custody of IRA accounts as well as account and… more
- WSFS Bank (Berwyn, PA)
- …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 ... of moderate to high complexity, profile, and/or volume; providing high level service delivery to Pennsylvania trust and agency clients, advisors, intermediaries, and… more
- UMB Bank (Kansas City, MO)
- …Our team is growing and looking for our next teammate! The Client Service Administrator position supports all large institutional custody clients, both ... The Institutional Custody team provides custody...The Institutional Custody team provides custody services to...needs and wants of our clients and ultimately drives client strategies. The Client Service … more
- JPMorgan Chase (New York, NY)
- …will work closely with a Senior Product Manager within the team, as well as Sales, Client Service , and Operations teams to define and drive the strategy for each ... Job Responsibilities + Supporting the end-to-end ownership of Global Custody client segments from point of prospecting...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Brooklyn, NY)
- …financial industry. At JP Morgan Chase, we are committed to excellence, innovation, and client satisfaction. As a leader in global custody services, we offer ... an exciting journey in the dynamic world of Global Custody Asset Servicing? JP Morgan Chase invites passionate professionals...urgency of the event, and in accordance with prescribed service levels + Work with Product, Network Management, Sub… more
- US Bank (Cincinnati, OH)
- …in routine client onboarding calls and partner with other Global Fund Custody teams to ensure smooth client transitions from onboarding to ongoing account ... at-all from Day One. **Job Description** The Global Fund Custody Onboarding team provides dedicated support to Global Fund...completed in line with understanding of product details and client intent prior to instructing the opening and setup… more
- US Bank (St. Paul, MN)
- …at-all from Day One. **Job Description** **_Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations - Trade ... and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes...daily processing activities. Delivers a high level of customer service and is responsible for the identification of and… more
- US Bank (Milwaukee, WI)
- …at-all from Day One. **Job Description** **_Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations - Mutual ... operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients… more
- US Bank (St. Paul, MN)
- …for the operational support and processing of Wealth, Corporate, Commercial and Institutional Banking (WCIB) client accounts and products of various types ... concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department… more
- US Bank (St. Paul, MN)
- …from Day One. **Job Description** **_Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations_** Responsible ... operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients… more
- JPMorgan Chase (New York, NY)
- JP Morgan Platform Sales - Securities Services combines Custody , Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending ... Platform Sales, you will serve as a Sales & Client Executive for the Securities Services businesses focused on...+ Identifying, prospecting, leading and winning new business with institutional clients in the Endowments & Foundations, Public and… more
- Charles Schwab (Westlake, TX)
- …Trading - Trade Error desk works collaboratively with advisors, product desks, AS Service , and back office operational groups to provide a variety of post execution ... closely with both clients and business partners including Sales, Settlement Service , Operations, Equity/Options Trading, Mutual Fund Trading, Margins, TAS and… more
- PNC (Clayton, MO)
- …to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization, you will be based in St. Louis, MO. This ... identify their needs and provide solutions including PNC's OCIO, 401(k), Custody , and proprietary fixed income solutions. Prospects include nonprofits, corporations… more
- JPMorgan Chase (Boston, MA)
- …our team! We are seeking a highly motivated, solutions-oriented leader to join our ETF Client Service Team. JP Morgan is one of the largest global Exchange ... with offices, operations and clients located throughout the world. As Vice President of Client Service , you'll have the opportunity to provide excellent, best in… more
- JPMorgan Chase (Plano, TX)
- …TX and the Manila, Philippines and will report directly to the Global Head of Client Account Services within the Digital & Platform Services function. The Client ... Revenue Operations teams are responsible for managing the production of client billing, payment processing and receivables, in addition to setting-up and managing… more
- JPMorgan Chase (Brooklyn, NY)
- Custody Client Operations professional at JP Morgan Chase, are responsible for the forefront of managing and safeguarding our clients assets with precision and ... services and operational excellence. As a team member of Custody Client Operations, you will be instrumental...in various global markets. **Job Responsibilities:** + Provide excellent client service and support to internal and… more
- Mizuho Corporate Bank (New York, NY)
- Client Strategy and Relationship Management COO. Mizuho is at the forefront of the financial services industry, with a dynamic and innovative presence in the global ... of our clients through strategic investment solutions and by maintaining strong client relationships. We are currently seeking a COO focusing on Client… more
- Santander US (New York, NY)
- …complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting ... Analyst, Client Lifecycle Management New York, United States of...of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness… more
