- 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 ... + Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes + Typically… more