• Raymond James Financial, Inc. (Memphis, TN)
    …the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... paperwork and documentation is accurate and correct prior to submission and processing . Follows up to ensure accurate completion. Prepares letters, forms and reports… more
    Upward (07/18/25)
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  • JPMorgan Chase & Co. (New York, NY)
    Job Description Our Leveraged Loan Credit Sales team is seeking a motivated Associate for a client-coverage role in the New York office. A successful candidate will ... banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package… more
    Upward (07/24/25)
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  • Clear Street (New York, NY)
    …and coordination with custodians, counterparties, and internal stakeholders The Role: The Associate Director will assist with the day-to-day processing of Fixed ... proactive, detail-oriented professional with a strong understanding of fixed income securities and corporate actions processing . Key Responsibilities: End-to-end… more
    Upward (07/19/25)
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  • PGIM (Newark, NJ)
    …shaping tomorrow today. At PGIM, You Can! What you will do: The associate will have daily contact with various operations groups within PGIM Quantitative Solutions ... team, client services and numerous other internal and external stakeholders. The associate will be responsible for working through exception reporting, processing more
    Upward (07/14/25)
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  • Morgan Stanley (Tampa, FL)
    …Virtual Client Solutions team is seeking a fully licensed Registered Client Service Associate in our Tampa, FL office to help effectively educate, service and lead ... their assets. Position Overview: As a fully licensed Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional… more
    Upward (07/01/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …writing/communication skills, as well as modelling, forecasting, and valuation experience. As an Associate in CPG, your primary role is to support the management of ... banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package… more
    Upward (07/02/25)
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  • DTCC (Coppell, TX)
    …or employee). The Impact you will have in this role : The ServiceNow Associate Director Application Support Engineering will be part of the Engineering & Ops team ... DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing… more
    Upward (07/07/25)
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  • JPMorgan Chase & Co. (Jersey City, NJ)
    …one of the world's most innovative financial organizations. As a Senior Product Associate in Liquidity and Account Solutions- Escrow, you contribute to the team by ... banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package… more
    Upward (07/16/25)
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  • JPMorgan Chase & Co. (Plano, TX)
    …products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you contribute significantly to a team that innovates ... banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package… more
    Upward (07/01/25)
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  • eTeam, Inc. (Jersey City, NJ)
    …partners. Role Description - Day to day accurate and efficient check and securities processing - Working collaboratively with other cross groups on projects ... Job Title : Deposit Operations Associate Location : Jersey City NJ (Onsite) Duration...will have a targeted Client in the check and securities products that support the bank & retail brokerage… more
    Upward (07/27/25)
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  • S&P Global, Inc. (New York, NY)
    …the Role: Grade Level (for internal use): 11 About the Role: We are seeking a Lead/ Associate Director of ML & MLOps Engineering - GenAI to join our ML team within ... operationalizing data-driven pipelines for large scale batch and stream processing analytics solutions Experience with contributing to open-source initiatives or… more
    Upward (07/03/25)
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  • Moelis & Company (New York, NY)
    …corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial ... facets of the business, including marketing, transaction evaluation and transaction processing REQUIRED SKILLS & EXPERIENCE Ability to apply fundamentals of economic… more
    Upward (07/19/25)
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  • Client Service Associate Senior - City…

    City National Bank (New York, NY)
    …activities for retirement and non-retirement accounts including establishing new accounts, processing account transfers, securities execution and processing , ... *CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve...OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, option, fixed income, and mutual… more
    City National Bank (07/19/25)
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  • Securities & Derivatives Intermediate…

    Citigroup (Getzville, NY)
    …reporting used to present information to management + Support implementation of securities processing improvements + Assist with identifying policy gaps and ... Provide informal guidance or on the job training to lower level/new securities processing team members when required + Appropriately assess risk when business… more
    Citigroup (07/12/25)
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  • Securities & Derivatives Associate

    Citigroup (Getzville, NY)
    The Securities & Derivatives Associate Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and ... **Responsibilities:** + Individual mapped to this job description is responsible for securities transaction processing execution + Typically related to … more
    Citigroup (07/24/25)
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  • Securities Services - Client Solutions…

    JPMorgan Chase (New York, NY)
    …Manage the implementation of new and incremental client business into the Securities Services organization within JP Morgan's Corporate Investment Bank. Your role ... and Insurance Companies. Solutions and Implementation activity encompasses all Securities Services products including Custody, Fund Accounting & Administration,… more
    JPMorgan Chase (07/25/25)
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  • Securities Services - Client Solutions…

    JPMorgan Chase (New York, NY)
    …driving client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure seamless project execution and ... **Required qualifications, capabilities, and skills** + Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin,… more
    JPMorgan Chase (06/06/25)
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  • PricingDirect - Securities Valuation…

    JPMorgan Chase (New York, NY)
    As a PricingDirect Securities Valuation Associate , you will gain access to trading, research, analytics, and technology resources of JPMC. You will be given the ... large volumes of data to develop accurate pricing models and processes. As an Associate , you will leverage your product and market knowledge to identify growth areas… more
    JPMorgan Chase (07/20/25)
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  • Quantitative Research - Securities Services…

    JPMorgan Chase (New York, NY)
    …cutting-edge AI/ML techniques to fundamentally transform the way we do business. As an Associate in the QR Securities Services team, you will support the Custody ... and the Chief Data and Analytics Office (CDAO) to drive the Securities Services data strategy forward **Required qualifications, capabilities, and skills** +… more
    JPMorgan Chase (07/25/25)
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  • Securities Services Pricing Analysis,…

    JPMorgan Chase (New York, NY)
    Join the Finance team that works with stakeholders across Securities Services in order to guide commercial decisions. As an Associate on the Pricing team, you ... in Business, Finance, Economics, or other related area + Prior experience in Securities Services or Business Management role + 2+ years of experience, proven… more
    JPMorgan Chase (05/04/25)
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