- Merck & Co. (Rahway, NJ)
- … Services Operations, Loan Processing, Loan Underwriting, Management Process, Mutual Fund Operations, Preparation of Financial Reports, Team ... (Inactive), Business, Business Support Services , Communication, Credit Card Services , Customer Service , Facility Management, Financial Analysis, Financial… more
- Equitable (Charlotte, NC)
- …skills in large and small group settings - in person and virtually Managed account , mutual fund , and brokerage experience Financial planning experience ... of the number of FPs participating in financial planning services and the use of planning tools for advice...and diverse options for selling an organization's products and services . ABOUT EQUITABLE At Equitable, we're a team committed… more
- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- …end for qualifying clients. Mail Financial Check-up Cards to all Pershing, Direct Mutual Fund , Managed Accounts and Annuity clients. Prepare performance reports ... Executives in the operation and development of the Investment Services program in conformance with established Bank and Osaic...OFAC, BSA, etc. Scan checks and ensure accuracy of account credits. Enter and monitor mutual funds… more
- HarbourVest Partners, LLC (Boston, MA)
- …investment, solutions, accounting, treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face ... or equivalent with strong academic credentials Experience: 3-5+ years of Client Service or Operations experience Investment management, financial services , or… more
- Harrison Gray Search and Consulting LLC (Phoenix, AZ)
- …client needs Maintain and update portfolio accounting systems, including trade execution and account reconciliation Submit mutual fund and equity trades ... investment managers Handle client-initiated transactions, including wires, deposits, and account transfers Process routine service requests in coordination… more
- Lincoln Financial (Broomall, PA)
- …vendor contracts for services supporting the advisor and the mutual fund complex. *Drafting negotiating, and interpreting participation agreements, ... SEC-registered investment advisers, that are responsible for providing investment management services to proprietary mutual funds and separate accounts. You… more
- EPIC Brokers (Englewood, CO)
- …joining our amazing team! JOB OVERVIEW: The Account Administrator (a junior account manager) provide high-quality service to our Clients and Account ... work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the...the schedule of values Endorsement processing Invoicing Tracking client account balances and working with the accounting department to… more
- Deloitte (Atlanta, GA)
- …planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate ... and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Vise (New York, NY)
- …you will own Assist with general ledger activities, including journal entries, account reconciliations, and accruals Support the monthly and annual close process to ... $1 medical insurance 401k plan with generous matching and self-directed brokerage account option Access to investment management and free financial advice from one… more
- Deloitte (Atlanta, GA)
- …management industries? Do phrases like "cross border investment advisory" and " fund formation, hold, and exit reporting and consulting" peak your interest? ... Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying and analyzing complex issues? If you answered "Yes" to any… more
- Manulife and John Hancock (Boston, MA)
- …swaps and other derivatives Strong quantitative and modeling skills A strong mutual fund administration background Experience in managing initiatives or teams ... in North America, Europe and Asia. Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape… more
- Ace Hardware Corporation (Dallas, TX)
- …than just a slogan- it's at the core of everything we do . It guides the service we provide to our retailers and their communities , who are impacted daily by the ... Humanity, as well as through our employee-sponsored Ace Helpful Fund that provides emergency financial support to our own..."Faces of Ace," working independently to provide superior customer service and the Ace Helpful experience on and off… more
- Garry Campbell - State Farm Agent (Chesapeake, VA)
- …life, health and bank products Learning to market property/casualty, life, health, bank and mutual fund products Working closely with the agent to gain an ... schedule appointments, identify customer needs, and market appropriate products and services . Establish customer relationships and follow up with customers, as… more
- Ace Hardware (Conover, NC)
- …"have a job," you will be helping us to reshape the future of home services by providing reliable, best-in-class service to your neighbors in your community. ... Job Description: Who we are At Ace Hardware Home Services , we are backed by a brand that customers...attitudes, and behavior to promote a concept, product, or service ; uses logic and reason to develop rational arguments… more
- Raymond James Financial, Inc. (Memphis, TN)
- …party applications + Answer calls and questions on operational topics and account maintenance. + Contacts internal/external customers including fund companies to ... investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction,… more
- CIBC (New Brunswick, NJ)
- …technical information on Savings, Income, Growth, Index and Managed Portfolio Solutions for various Mutual Fund account types. Open new Mutual Funds ... by recognizing opportunities to promote CIBC investment products and services that help clients achieve their financial goals. You...You will be responding to client inquiries related to mutual fund and fixed term investments and… more
- Lincoln Financial (Omaha, NE)
- …desired . A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment . Mutual ... focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely...ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of… more
- Thrivent Financial (Minneapolis, MN)
- …with various project assignments. + Serve as a resource to internal stakeholders on mutual fund tax issues. + Basic knowledge of functions supported within the ... we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account ... our participants reach their long-term financial goals through exemplary service , education, and support. Join our team and you...T. Rowe Price offers unparalleled active management products and services . Come join our team and help our clients… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client ... 2nd / October 6th Role Summary Provides high-quality support to clients with standard service requests on a daily basis. Responsibilities + Serve as the first point… more
