- Fidelity TalentSource LLC (Merrimack, NH)
- …related experience to trade operations and post trade analysis, profit/loss analysis, customer relationship management, and compliance/supervisory ... and every business unit within. Applications owned by this team support client onboarding and management, trade analysis, commission calculation, and financial… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and institutional customers worldwide.\u00A0 This includes responding to inbound calls, performing trade execution, and acting as a client advocate throughout ... provides numerous opportunities throughout the 24 month experience for networking, relationship building and accelerated learning. The program meets the learner… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …to customer interactions Ensure compliance with regulatory requirements through observing client interactions, reviewing trade logs and employee files, ... provided with various resources to maximize and ensure successful client outcomes. As a Team Leader of Financial Consultants,...to provide our clients with outstanding service, a long-term relationship , and to ensure clients have a financial plan… more
- TMC Transportation (Des Moines, IA)
- …test, cutover, and hypercare. Continue to provide technical support in post -production for enhancements and regular Workday releases.Work closely with the scrum ... with troubleshooting/resolving escalated product issues.Align business priorities and make trade -off decisions across multiple collaborator concerns.Balance priorities between strategic… more
- MUFG (Tampa, FL)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...member of our recruitment team will provide more details. Trade Services Operations Compliance Analyst position is located in… more
- CIBC (New York, NY)
- …for keeping appropriate levels of management aware of potential exposures or errors. **2. Client Post - Trade Communication:** Trade Control is responsible ... We're building a relationship -oriented bank for the modern world. We need...Where a trade is failing to settle, Trade Control team will liaise with the client… more
- MUFG (Tampa, FL)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...recruitment team will provide more details. We're seeking a Trade Services Operations Compliance Team Lead to oversee a… more
- Regions Bank (Salt Lake City, UT)
- … Manager or Assistant Division Manager for satisfactory resolution + Assists relationship managers in client conference pre-show planning and execution as ... well as post -show follow-up + Assists relationship managers in... managers with new program sponsor launches + Maintains client files on Customer Relationship Management (CRM)… more
- Charles Schwab (Phoenix, AZ)
- …support for their fixed income needs with a focus on timely resolution of complex post trade issues. Our specialists are also expected to work closely with ... supports independent Registered Investment Advisor firms that custody and trade their client assets at Schwab. We...about general bond information to supporting advisors after their trade execution. In addition, Post Execution Specialists… more
- Intact Technology (Reston, VA)
- …+ Analyze client and customer needs. + Provide a high level of client relationship management. + Maintain a consistent track record of meeting quota and ... DIRECTOR, FEDERAL CLIENT SOLUTIONS Reston, VA / Remote Intact Technology...for our employees and have been named a Washington Post Top Workplace in 2016, 2017, 2018, 2019, 2021,… more
- SMBC (New York, NY)
- …and delivery of marketing materials, pre- trade modeling -- to live trade execution and post - trade support. **Role Objectives** Responsibilities + ... Act as a marketer on live trade executions managing client and trader communications...industries for new opportunities and solutions. + Interact with relationship bankers on client calling and credit… more
- Adolfson & Peterson Construction (Austin, TX)
- …coordinate field operations, site safety, productivity, schedule, work quality, and trade contractor and supplier coordination. Project scopes are generally less ... provide information in the project start-up and close-out meetings. + Hold trade contractors accountable for meeting the schedule and performing quality work while… more
- Adolfson & Peterson Construction (Austin, TX)
- …directing field operations, site safety, productivity, schedule, work quality, and trade contractor and supplier coordination while working in conjunction with the ... project start-up and close-out meetings. + Ensure that the trade contractors meet the schedule and perform quality work...schedule and perform quality work while maintaining a positive relationship with them. + Manage, review, and control all… more
- Adolfson & Peterson Construction (Bismarck, ND)
- …leading field operations, site safety, productivity, schedule, work quality, and trade contractor and supplier coordination while working in conjunction with the ... throughout the project life cycle. + Ensure that the trade contractors meet the schedule and perform quality work...schedule and perform quality work while maintaining a positive relationship with them. + Ensure project quality based on… more
- Citigroup (New York, NY)
- …These are supported by our extensive on-the-ground local market expertise, innovative post - trade technologies, customized data solutions and a wide range of ... + Coordinate firm-wide returns initiatives for Services, such as Citi's Low-Returning- Client optimization and Citi's Relationship Capital Revenue Share… more
- Citigroup (New York, NY)
- …a key role in the overall client experience. We have a client relationship group, dedicated to overseeing the Organizational service performance and ... a range of senior Business, Technology and Operations partners. + Engaging in client discussions & relationship management activities as required to support the… more
- UIC Government Services and the Bowhead Family of Companies (Barstow, CA)
- …construction processes, including the selection, hiring, and oversight of specialty trade contractors and labor. The superintendent coordinates and supervises the ... specialized software. Project Superintendents assist with the selection and coordinate trade contractors to complete specific pieces of the project. They determine… more
- Acosta Group (Scottsdale, AZ)
- **DESCRIPTION** You will **manage client relationships** by understanding their goals, providing strategic recommendations, leading **meetings, and creating ... and maintain strong relationships with key stakeholders, including **media agencies, client teams, retailer partners, and ad technology partners** . + Collaborate… more
- Advantage Solutions (Bentonville, AR)
- …Luminate Expertise: Experience with these platforms, including Luminate report building. + Trade Funding & Promotion Management: Skilled in managing trade funds ... Launches: Experience in launching new innovations. + Category Buyer Relationship Management: Skilled in maintaining relationships with Walmart category buyers.… more
- Citigroup (Getzville, NY)
- …a key role in the overall client experience. We have a Client relationship group, dedicated to overseeing the Organizational service performance and ... a presence in over 60 Countries; covering all front post execution Operations teams including product aligned Middle Office...client base / operational offering + Engaging in client discussions & relationship management activities as… more
