- JPMorgan Chase & Co. (New York, NY)
- …a pivotal role in driving client requirements gathering and proposing target solutions in the Securities Services industry. Your expertise will ensure ... service and driving strategic improvements. Job responsibilities Drive client requirements gathering process and propose target solutions . Ensure… more
- Citigroup, Inc. (Tampa, FL)
- …duties may be assigned as required. Job Family Group: Operations - Transaction Services Job Family: Securities and Derivatives Processing Time Type: Full time ... Our Organization: This role is within Operations Solutions (OpSo), representing the evolution and transformation of both Operations and Technology in the Finance… more
- CCG Business Solutions, LLC (Washington, DC)
- …placement. The Talent Management Division is currently seeking a Fintech & Financial Services Associate - Securities Law. Job Description CCG is excited to ... Company Description CCG Talent Management is a business solutions company. We provide business consulting and talent placement services . Our team understands the… more
- Aston Carter (Columbia, MD)
- Job Title: Securities Analyst II Job Description Join our Securities Administration Services group as a Securities Analyst II, where you will be ... are proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is an equal opportunity employer and… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- … on track. Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve ... - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members' financial futures for...Consistently meet all Game Changer Commitments and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply… more
- BNY Mellon (New York, NY)
- …maintaining open communication channels *Anticipate problems and proactively develop solutions *Manage relationships with client -facing teams *Lead trainings ... Senior Vice President, Client and User Researcher At BNY, our culture...tools such as Qualtrics, Medallia, Foresee, etc. *Experience in securities or financial services industry is a… more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- JPMorgan Chase & Co. (Manhattan Beach, CA)
- …significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. ... At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining … more
- Jordan Park Group (Portsmouth, NH)
- …Francisco, CA or Portsmouth, NH office to provide leadership and oversight for our client reporting service offering to ensure the highest level of accuracy, ... an experienced leader who understands and will provide exceptional service for each of our client 's unique...and internal business partners to define and enhance automated solutions Assist in regulatory reporting requirements and audit queries… 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 ... across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading.… more
- DTCC (Jersey City, NJ)
- …industry's leading solutions for several business functions, including Securities processing, Issuer Services , Underwriting and Corporate Actions processing. ... serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure...clients and other distribution partners. In doing so, these services add to client value, reduce risk… more
- Citigroup, Inc. (Jacksonville, FL)
- …assessments. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on ... and account solutions that best meet the needs of the client , which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.… more
- Goldman Sachs, Inc. (New York, NY)
- …a passion for the financial markets, exceptional interpersonal skills and interest in client services ? We are looking for a professional with strong ... environment and successfully retain and expand existing relationships by delivering superior client service . The Client Experience Manager will support… more
- Citigroup, Inc. (Hewlett, NY)
- …business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide ... in a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial… more
- JPMorgan Chase & Co. (Plano, TX)
- …Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout ... and user insights. As a Vice President Experience Design in CIB Payments - Merchant Services , you will play a pivotal role in shaping the user experience across our… more
- Northwestern Mutual (Jamison, PA)
- …Planning Experience *Asset & Income Protection *Education Funding *Investment & Advisory Services *Trust Services *Retirement Solutions *Business Needs ... a financial advisor, you start as a financial representative focused on client -building and obtaining licenses. Our award-winning training programs equip you with… more
- BNP Paribas (Jersey City, NJ)
- …marketing & communications strategy that supports the business strategies for GMA, GBA, Securities Services and other regional initiatives oHelp drive share of ... a sustainable & socially responsible orientated global banking leader providing holistic solutions across clients' financial services needs oDevelop integrated… more
- American Century Investment Services, Inc. (Kansas City, MO)
- …a future in our industry! This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually ... to our brand by providing efficient, effective, and friendly client service Develop a keen understanding and...new value for clients by offering personalized, relevant investment solutions Embed our Service to Sales culture… more
- Innova solutions (New York, NY)
- A client of Innova Solutions is immediately hiring for a Financial Regulatory Reporting Specialist Position type: Contract Duration: 12+ Months Location: New ... Services Partner with 100+ certifications Website: https://www.innovasolutions.com/ Innova Solutions is an Equal Opportunity Employer and prohibits any kind of… more
- Blackstone (Miami, FL)
- …Legal and Compliance, and Regulatory Reporting Utilize technology and outsourced solutions to enhance efficiencies and controls Oversee service providers ... Net Asset Values and reporting for the Hedge Fund Solutions platform. Responsibilities include calculations of estimated NAVs, reconciliation...the position, you may be required to obtain certain securities licenses if you are in a client… more
