- JPMorgan Chase (Plano, TX)
- …Lead global operational deliveries and controls end -to-end to ensure seamless delivery of client billing across Securities Services and Escrow Services ... **Role Description:** As the Head of Billing Operations for Securities Services you will lead a global...team members responsible for collaborating directly with sales and client services teams, the Pricing and Billing… more
- JPMorgan Chase (Brooklyn, NY)
- …President, you are responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan's ... client -facing skills + Working knowledge of multiple Securities Services products such as Custody, Fund...Prime Custody. + Contribute to strategy for delivering excellent client implementation service . + Experience working with… 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
- 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
- Santander US (New York, NY)
- …degree and/or equivalent work experience Work Experience: + 9+ Years Experience in securities , financial services or client -facing or project management ... VP, Client Lifecycle Management- Corporate & Investment Banking New...of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness… more
- Citigroup (Jersey City, NJ)
- …role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Identify project ... may be assigned as required. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives Processing **Time Type:** Full… more
- Thrivent Financial (Coeur D'Alene, ID)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Lakeview ... Group. This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their accounts and… more
- JPMorgan Chase (New York, NY)
- …program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of ... participate in three ten-month rotations, covering areas such as Client Services , Product Development and Product Management....establish a strong foundation in the key disciplines of Securities Services so that you will be… more
- Truist (Charlotte, NC)
- …of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- Charles Schwab (Indianapolis, IN)
- …together. Client Reporting and Security Services (CRSS) is part of our Client Service & Support's (CS&S) Operational Support division. CRSS is a TIER 2 ... cost basis, corporate actions, securities operations, distributions, and client reporting products. Alternative Investments Custody Services is another… more
- TIAA (Chicago, IL)
- …on industry trends identified through market and risk analysis. + Buys and sells securities in client accounts to maintain a specific investment strategy or to ... The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing… 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
- JPMorgan Chase (New York, NY)
- Instruction Capture is the front door to JPMorgan's Securities Services business and is responsible for capturing, validating and enriching client ... state of the art, end-to-end solution providing middle office services to Securities Services franchise...You will work with multiple stakeholders across product management, client service , operations, and technology to deliver… more
- General Motors (Warren, MI)
- …high-performing, collaborative team within the GM Legal Staff to work on cutting-edge securities disclosure and transactional matters for a client base that ... of Directors, including Chair and Mary Barra, Chief Executive Officer. The Counsel, Securities , is a critical member of the team providing strategic legal advice in… more
- Deloitte (Philadelphia, PA)
- …Business Tax Services group, you will provide federal tax consulting and compliance services to a clients in the securities and financial services ... Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's...provide services and solutions relevant to our client 's business. Our team will assist with global tax… more
- JPMorgan Chase (Boston, MA)
- …are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work ... personal and professional development. As an Analyst in our Securities Valuation team, you will be responsible to capture...to solve problems and reduce risk + Resolve internal client queries promptly and professionally + Escalate all issues… 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
- Citigroup (Jersey City, NJ)
- …derivatives function + Propose solutions to implement settlement process improvements, client service enhancements, or overall technology enhancements. + ... KYC/Onboarding and activities. **Responsibilities:** + Develop and implement business initiatives, client solutions, or projects affiliated with securities and… more
- Truist (New York, NY)
- …America) **Please review the following job description:** **Corporate Overview** : Truist Securities is the full- service corporate and investment banking arm of ... TFC), one of the nation's largest banking organizations. Truist Securities , together with , Commercial Real Estate (https://www.mytruist.com/sites/commercial-real-estate/SitePageModern/76350/cig-commercial-real-estate) and… more