- Rose International (Columbus, OH)
- …Rose International Position Number: 462564 Job Title: Bilingual (Spanish) Financial Services Representative Job Location: Columbus, OH, USA, 43215 Work Model: Onsite ... Max Hourly Rate ($): 21.00 Must Have Skills/Attributes: Call Center, Customer Service , Customer Support, Finance, Spanish - Bilingual Job Description **Only those… more
- Rose International (Columbus, OH)
- …Organization : Rose International Position Number: 462562 Job Title: Financial Services Representative Job Location: Columbus, OH, USA, 43215 Work Model: Onsite ... Rate ($): 19.00 Must Have Skills/Attributes: Call Center, Customer Service , Finance Job Description **Only those lawfully authorized to...and may be reduced or lengthened based upon a client 's business needs and requirements. ** We are looking… more
- 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
- 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
- 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
- Truliant Federal Credit Union (Greensboro, NC)
- …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
- 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
- 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
- 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
- Sun West Mortgage Company Inc. (Atlanta, GA)
- …Company, Inc. (Sun West) is an industry leader, known for its commitment to client satisfaction and delivering exceptional service . Angel Ai Technology - The ... Equity Conversion Mortgages (HECM), and residential and commercial Mortgage-Backed Securities (MBS), showcasing our expertise in financial innovation. Servicing: We… 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
- Fidelity TalentSource LLC (Westlake, TX)
- …to execute on specific product features and ensure respective products or services are available, stable, performant, and supported when required and related cost ... alignment\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice… more
- Creative Financial Staffing (West Hartford, CT)
- Director, Investment Accountant - Financial Services Our client , a prestigious area financial services related organization, is currently seeking a Director ... Manage GAAP and Statutory analysis related to debt and equity securities , alternative investments, private equity/private placements, derivatives and other financial… more
- ConsultNet (Rockville, MD)
- …We are seeking a talented and experienced Systems Administrator/Engineer III to join our client 's dynamic IT team. This is a 100% remote opportunity supporting our ... client , an organization that is a major not-for-profit entity...tandem with the federal government (specific agencies) to regulate securities , stocks, bonds and with a mission to protect… more
- Creative Financial Staffing (West Hartford, CT)
- Senior Analyst Investment Accounting Our client , a prestigious area financial services related organization, is currently seeking a Senior Financial Analyst for ... reporting of investments both GAAP and STAT. Analysis of debt and equity securities , derivatives, gains/losses, fair book value, etc. Analyze, run queries and record… more
- 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)
- …Solutions Managers are responsible for the project management of new and incremental client business to the Securities Services organization within ... responsible for the project management of new and incremental client business to the Securities Services...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
