- Ally (Lansing, MI)
- …FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer ... of applications to improve accuracy and efficiency in the trading service environment. * Understand, comply, maintain...the phone and in-person. * Minimum 2-3 years in client related support in the financial services … more
- Truist (New York, NY)
- …platform to clients driving client connectivity 5. Manage electronic trading vendors 6. Business services institutional and corporate clients. Level-specific ... of America) **Please review the following job description:** Deliver an equity electronic trading platform to the firm's institutional equity sales and trading … more
- Enverus (Houston, TX)
- …production and investment strategies, enable best practices for energy and commodity trading and risk management, and reduce costs through automated processes across ... the management team when individuals have not delivered expected service levels. Knowing how and who to engage to...is required. Primary Responsibilities + Experience selling in the Trading and Risk market a plus but can be… more
- Bank of America (Lincoln, RI)
- …is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... Life Services Financial Services Representative ...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Morgan Stanley (NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Fund Services * **Title:** *Fund Services -Investor Services Representative Associate* **Location:** *New ... *Fund Services * This wholly owned subsidiary of Morgan Stanley...above should be carried out in compliance with the Service Level Agreements agreed with each client … more
- Bank of America (Chandler, AZ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At Bank ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Charles Schwab (Phoenix, AZ)
- …accommodate 24/7 contact center needs **Preferred Qualifications** + Previous customer service experience + Previous client relationship experience + Bachelor's ... helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients… more
- Principal Financial Group (Grand Rapids, MI)
- **What You'll Do** We are looking for a Sales Representative in our Group Benefits area to cover our Grand Rapids territory. In this role, you'll partner closely ... disability, vision, critical illness). We also have an outstanding service team to partner with you and prioritize your...to partner with you and prioritize your brokers' and client 's needs! Here are a few examples of the… more
- Truist (Coral Gables, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Fort Myers, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …Group (https://www.principal.com/) is a Fortune 500 global leader in financial services focused in insurance, retirement, and asset management. We have 18,000 ... Build relationships with brokers + Enhance your understanding of client care + Grow skills in marketing + Gain...to personal and business conduct as well as personal trading activities for you and members of your household.… more
- Truist (Charlotte, NC)
- …applications supporting Equities, Fixed Income, Derivatives, Foreign Exchange, Loan Trading and Syndication, Investment Banking, Credit, Risk, and integration tools ... responsibilities. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Atlanta, GA)
- …role is responsible for processing transactions that supports Derivative Trading , Securities Trading , Loan Trading or Agency Services Lines of Business ... Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, … more
- Santander US (Los Angeles, CA)
- …President - Investment Banking - Los Angeles Generalist (Financial Sponsors, Industrial Services , Gaming, Lodging, and Leisure) Los Angeles, United States of America ... Statements: + Provides support to senior bankers. + Develop client presentation materials, including all background research, analysis and drafting.… more
- Truist (Mclean, VA)
- …the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The ... typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 -… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …it. **Industry Trends & Market Intelligence** + Maintain knowledge of trends and key client initiatives in the refining and lube base oil industries and apply that ... market intelligence to evolve the benchmarking and consulting services Solomon offers. + Conceptualize, define, and implement changes to CPA study scope, metrics,… more
- Raymond James Financial, Inc. (Colorado Springs, CO)
- …about new products and RJA managed underwritings. * Participates in community affairs as a representative of the firm. * May service clients in his/her own book ... a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential...firm and regulatory policies and procedures. * Supervises daily trading and other office activities. * Documents and resolves… more
- Raymond James Financial, Inc. (Beachwood, OH)
- …trains, and retains Financial Advisors (FAs) and support staff. Supervises daily trading and other office activities. Resolves client complaints. Performs ... that are combined to form a functional group. May service clients in his/her own book of business. **Essential...of business. * Participates in community affairs as a representative of the firm. * Performs other duties and… more
- LogixHealth (Bedford, MA)
- …our fast-paced, collaborative environment working across multiple teams and with Trading Partners. Key Responsibilities: + Manage, oversee and monitor all functions ... of the EDI team operations + Initialize new client EDI set up process + Assist with new Trading Partner implementations + Ensure proper training of staff and new… more
- Mizuho Corporate Bank (New York, NY)
- …the department; and provides a high level of customer relations and service . The Loan Administration Unit (Agency/Bilateral Loan Administration) AVP help assist in ... complex transactions (ie Project Finance, Securitization, etc.).LAU AVP will close and service Left Lead Institutional Term Loan B deals with frequent and multiple… more