- 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 **...years of experience with procedures, practices and regulations governing trust- securities operations **Skills and Knowledge** + Ability… more
- CalSTRS (Sacramento, CA)
- …individual to work as an Information Technology Manager I in the IT Infrastructure & Operations Division on the IT Client Services Team.** The Technology ... for CalSTRS. The IT Infrastructure and Operations Division is comprised of the following team: Client...information and use of a designated trading platform for securities transactions, as well as filing a Statement of… more
- Morgan Stanley (Boston, MA)
- …experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and ... global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more… more
- Charles Schwab (Westlake, TX)
- …including Schwab client tax reporting, cost basis, corporate actions, securities operations , distributions, and client reporting products. Alternative ... Reporting and Security Service (CRSS) is art of our Client Service & Support's (CS&S) Operational Support division...Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client … more
- Truist (Norfolk, VA)
- …Williamsburg, Norfolk, Virginia Beach Responsible for the supervision of Client Service Associates, including their sales support processes and activities. ... conjunction with Wealth Brokerage sales leaders to ensure the service provided by Client Service Associates and Branch Service Associates continue to align and serve… more
- Truist (Atlanta, GA)
- …. Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, ... This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within… more
- SMBC (New York, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Truist (Orlando, FL)
- …originated through a variety of channels including the Community Bank, Wealth Division , Premier, Team Mate Banking and Electronic Delivery Channels in a centralized ... releases, conservation and regular easements including collateral types of Securities , Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer,… more
- S&P Global (New York, NY)
- …opportunities in amongst the "target market segment" for the Post Trade Securities processing and Corporate Actions division , communicating opportunities and ... **Grade Level (for internal use):** 12 **The Team:** The Corporate actions and Securities processing segment sits within S&P Global Market Intelligence and is an… more
- SMBC (White Plains, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Morgan Stanley (Alpharetta, GA)
- …experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and ... global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more… more
- SMBC (White Plains, NY)
- …Americas Division . This role requires experience of Microsoft Azure operations /engineering. * Finding and improving operational efficiencies to best suit Cloud ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… more
- US Tech Solutions (Boston, MA)
- …The Specialist should also identify trends that will aid in the increased STP for both the Division as well as the Client , adding to the overall Client ... 3 days in office** + Candidate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. + This… more
- Morgan Stanley (Boston, MA)
- …global financial services firm providing a wide range of investment banking, securities , wealth management and investment management services. With offices in more ... Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants… more
- City National Bank (Houston, TX)
- …take across the Book and for specific clients + Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client ... approaches to achieve investment goals for clients. **Wealth Management Division : City National Rochdale** As a member of City...for trades and allocation changes for existing clients. + Client calls and inquiries: be able to discuss both… more
- Commerce Bank (Kansas City, MO)
- …wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust ... is a division of Commerce Bank. About This Job The main...Financial Institution websites to gather/collect data to post to client accounts + Ability to think strategically with a… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities , investment management and wealth management services. The Firm's employees serve ... simulation software, comprehensive risk and security systems, and robust client -relationship capabilities, plus the worldwide infrastructure that forms the backbone… more
- SMBC (New York, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and external drivers of valuation, cost of capital, business sustainability and client transferability and the respective impact on a practice's valuation. Must have ... is required. Must work closely with other stakeholders, including senior division management to communicate successes, concerns and challenges that arise with… more
- Zions Bancorporation (Charlotte, NC)
- …a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies ... Capital Markets. Zions Capital Markets Zions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across our markets… more