- Amerant Bank (Coral Gables, FL)
- …delivery/receive of securities free of payment which include DTC, Government, Mutual Fund , International transfers, DRS and/or DWAC transfers.Provide superior ... The Trading and Sales Middle Office Specialist is primarily responsible for providing operational support and exceptional customer service to the bank's affiliated… more
- US Bank (Milwaukee, WI)
- …with their experience.** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
- Morgan Stanley (Purchase, NY)
- …group is seeking a highly motivated professional to join the team as an ETF/ Mutual Fund Generalist to support the Product Development teams, perform data ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *TIPs ETF/ Mutual Product Management Specialist -AVP* **Location:** *New York-Purchase*… more
- Morgan Stanley (Boston, MA)
- …visit www.calvert.com Calvert Research and Management has approximately $36.5 billion of mutual fund and separate account assets under management as of ... to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies...PURPOSE* We are seeking a Fixed Income ESG Research Specialist who is passionate about the impact company behavior… more
- City National Bank (Los Angeles, CA)
- …Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can ... **INVESTMENT OPERATIONS SPECIALIST LEAD** **WHAT IS THE OPPORTUNITY?** The Investment...responded to. + Resolves problems and discrepancies related to mutual fund transactions, including but not limited… more
- US Tech Solutions (Jersey City, NJ)
- …3 Days Working in the office Global Support of all alternative fund transactions: Help facilitate clients wanting to buy/transfer alternative investments by ... supporting four internal client bases: Mutual Funds Trading Desks (NYC/London), Mutual Funds Transfer Desk (NJ), MF Corporate Actions (NJ), and MFS… more
- Aegon Asset Management (Cedar Rapids, IA)
- …retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment ... Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by… more
- Citizens (Johnston, RI)
- …responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/ mutual fund clients and assisting clients with money ... deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Fund , Annuity) to handle customer inquiries with increasing… more
- BlackRock (Princeton, NJ)
- …or equivalent experience required + CFP, CIMA or CFA preferred + 3+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63 & 65 in ... **About this role** **USWA Wealth Distribution Partners Specialist ** BlackRock is seeking senior, client facing sales...is seeking senior, client facing sales professionals across several Specialist Sales roles to become part of our US… more
- RELX INC (Cambridge, MA)
- …fostering a supportive environment where collaboration flourishes. About the Role The Compliance Specialist will act as a liaison between the State and NRS in ... and amendment filing activities for an assigned list of mutual funds and clients. Perform review of warning reports...supervision and direction of the Manager. + Communicating of fund changes from client and preparation and submission of… more
- Georgetown Univerisity (Washington, DC)
- …intellectual inquiry and making a difference in the world. Requirements Acquisition Specialist - Lauinger Library - Georgetown University Job Overview Under the ... general supervision of the Unit Head of Acquisitions, the Acquisitions Specialist at Lauinger Library is responsible for acquiring library resources selected by… more
- Ace Hardware (Albany, NY)
- We are looking for a Retail Execution Specialist - I that will assist in executing retail projects to help drive new business. This role will also be responsible for ... 80% travel required **Essential Functions of the Retail Execution Specialist I role:** The demands described here are representative...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... with us. ABOUT THIS POSITION As a Senior Sales Specialist , you will play an integral role in the...will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized… more
- United Rentals (Charlotte, NC)
- **_Great company. Great people. Great opportunities._** As a Credit Specialist at United Rentals, your ability to assess, negotiate and collect on open account ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- Quality Technology Services, LLC (Overland Park, KS)
- …to grow your career! (https://vimeo.com/727409140/ff26de87d4) The **Senior Billing Specialist ** is responsible for facilitating the timely preparation, processing ... invoices. One must be skilled in developing a cohesive mutual relationship with our customers and internal partners from...Gift Program + QTS Scholarship for Employee Dependents + QTS Crisis Fund + Wellness Program + Tuition Reimbursement… more
- Bank OZK (Little Rock, AR)
- …requested by the Investment, Administrative, PHI and Operations departments. + Reconciles ex-date mutual fund positions daily. + Processes and monitors ACAT and ... Trust Operations Specialist II + Job ID: 13464 + Functional Area: Trust and Wealth + Position Type: Full-Time Regular + Experience Required: 1 - 3 Years + Location:… more
- United Rentals (La Porte, TX)
- **_Great company. Great people. Great opportunities._** As an Invoicing Specialist at United Rentals, you will be responsible for customer invoicing for primarily ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- United Rentals (Richland, MS)
- …rental provider, **come build your future with United Rentals!** As a Parts Specialist -- Customer Equipment Solutions (CES) at United Rentals, you will support the ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- United Rentals (Charlotte, NC)
- …rental provider, **come build your future with United Rentals!** As a **Digital Sales Specialist ,** you'll be a crucial part of the team to help exceed the ... we also offer: + Paid Parental Leave + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture) + Employee Discount Program + Career Development &… more
- BlackRock (San Francisco, CA)
- …or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to… more
