- Pride Global (Columbus, OH)
- …range of investment banking, securities , investment management and wealth management services . Job title: The Service Desk Analyst Location: Columbus, OH ... Tobin is looking to hire a Technical Support Representative based in Columbus, OH for our client who is a leading global financial services firm providing a wide… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The RoleAre you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, ... dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …support clients (brokerage firms and investment advisors) in selling restricted / control securities for their client s pursuant to SEC regulations and insider ... Job Description:The RoleAs a Director in the Restricted Stock Services (RSS) team, you will be primarily responsible for assisting with leading the RSS team members… more
- Truliant Federal Credit Union (Greenville, SC)
- …mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, ... Service , Guidance, Relationships, and Community define how we interact...objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals… more
- WSFS Bank (Wilmington, DE)
- …assignedJob Responsibilities: Responsible for supporting the Trust Relationship Officer and client interfacing personnel in providing high level service delivery ... 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… more
- WSFS Bank (Greenville, DE)
- …("BMCM")The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking productsThis role will have ... exposure to business development, client service and relationship building, working with...understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client … more
- Amerant Bank (Coral Gables, FL)
- …is primarily responsible for providing operational support and exceptional customer service to the bank's affiliated broker dealer and registered investment ... 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
- Hired by Matrix (Bowling Green, NY)
- …Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services . Support the LAL Telephone Hotline by responding ... establish and maintain effective relationships in order to deliver world class service to internal teams across multiple securities -based lending products.… more
- Fidelity TalentSource LLC (Boston, MA)
- …addition, the role calls for the following capabilities and skills: Strong orientation to client service (for internal and external clients) with an emphasis on ... trust business in connection with the development of products and services , ongoing plan administration, including operations, reporting and disclosure, document and… more
- 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 ... is responsible for supporting the Trust Officers by providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries… more
- TradeStation (Plantation, FL)
- …issues Ability to take ownership of issue reporting and resolution follow-up Deliver Client Service and Account assistance for web, mobile and platform access ... to effectively partner with other departments to insure proper service . The candidate will need to be detail oriented...skills Proficient in the areas of Technical Support and Client Services Troubleshooting skills, with the ability… 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 ... interpersonal skills and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and ability to… more
- City National Bank (Newark, DE)
- …procedures and processes to improve workflow and efficiency in regulatory, compliance, client service and operational issues. Organize and conduct training ... **OPERATIONS SERVICE PROJECT LEAD - CITY NATIONAL SECURITIES...in response to CNS management requests regarding regulatory, compliance, client service and operational issues as they… 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 ... is an important part of our culture. Executive Financial Services ("EFS") at Morgan Stanley @ Work, is the...the highest rank in the industry in quality and service . As part of the Restricted Securities … more
- Thrivent Financial (Jupiter, FL)
- …utilizing Thrivent Financial computer systems and programs in support of client relations, supporting securities related tasks, and other administrative ... financial associates to assist customer/member to purchase, sell, hold or exchange securities products + Participate and drive marketing services including… more
- Sysco (Houston, TX)
- …and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation. Ability to manage high volume of ... Company: US6469 Sysco Payroll, Division of Sysco Resources Services , LLC Zip Code: 77077 Minimum Years of Experience: 6 Years Employment Type: Full Time Travel… more
- TD Bank (New York, NY)
- …in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be ... Description:** **Preferred Qualifications;** The Sophomore Summer Intern experience at TD Securities is designed specifically for 2nd year undergraduate students to… more
- T. Rowe Price (Baltimore, MD)
- …premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The ... your career with us. The Director, Middle Office - Securities and Account Reference Data manages a team that...partnering with technology, Investments, partner support areas and external service providers. Role Summary: Serves as a subject matter… more
- ArcBest (Fort Smith, AR)
- …support our values-driven culture. Currently, we are looking for a Corporate Counsel - Securities to join the ArcBest team. The Corporate Counsel - Securities ... to, supporting the Company's reporting and disclosure obligations under applicable securities laws and regulations. This position also requires specialty legal work… more
- UMB Bank (Kansas City, MO)
- …environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associate ... The Securities Services Operations Associate is a...and issues they may face while creating an unparalleled client experience. You will analyze reports and lump sun… more
