- Wells Fargo (Charlotte, NC)
- …internal transfer movement requests using SAM tool + Works closely with the client onboarding team and relationship team to fund new and existing trust ... this role:** Wells Fargo is seeking a Senior Fiduciary Specialist as part of the Security Movement and Control...funding for existing trust accounts. Responsibilities include initiating the transfer , following up with the institution to make sure… more
- Wells Fargo (Charlotte, NC)
- …customer service for lifecycle support for institutional trade flow functions including client account onboarding , cash payments, customer service, funding or ... Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Asset Services team as part...to ensure timely and accurate processing of events to client accounts and to appropriately manage risk. **Job Expectations:**… more
- TD Bank (Charlotte, NC)
- …supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and ... Rate Risk measurement, balance sheet and net interest income forecasting, Funds Transfer Pricing, consolidated reporting, analytics, and peer studies, as well as… more
- TD Bank (Charlotte, NC)
- …supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and ... + Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes + Typically… more