- 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: + 3+ Years Experience in securities , financial services or client -facing or project management ... Analyst, Client Lifecycle Management New York, United States of...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
- TD Bank (New York, NY)
- …and Governance Solutions (ESG) provides ESG advisory and sustainable finance solutions to TD Securities ' global client base. As TD Securities ' central point ... specific details for this role. **Job Description:** Department Overview : TD Securities is recruiting undergraduate sophomores to join our 2025 Investment Banking… 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
- Truist (Winston Salem, 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
- 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
- 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
- Raymond James Financial, Inc. (Washington, DC)
- …concepts, practices and procedures used in the securities industry. * Client relations management tools * Financial services news and data resource ... in analyzing portfolios, asset allocations and other investment holdings with client portfolios and make appropriate recommendations. Regular contact with internal… 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
- 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
- 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
- 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
- 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
- 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
- City National Bank (Newark, DE)
- **INVESTMENT 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** Banking and Investment Services plays an integral role in leading the strategic vision… 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