- US Bank (Milwaukee, WI)
- …One. **Job Description** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
- Citizens (Johnston, RI)
- …responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/ mutual fund clients and assisting clients with money ... Description The role of Wealth Management - Wealth Ops Specialist provides candidates with an introduction into the world...delivery of world class customer service experience in our Contact Center. Candidates will be part of an integrated… more
- TEKsystems (Minneapolis, MN)
- …processing mutual fund income payments. Candidates may be called upon to contact mutual fund companies to resolve issues or respond to inquiries ... Now Hiring for a Securities Operations Specialist with a large and growing financial institution...Operations departments, various lines of business, Transfer Agents, and mutual fund companies. This position also provides… more
- AON (Bloomington, MN)
- …and providing participant-level services via email and phone. + Processing mutual fund transactions and contributions with the designated recordkeeper. ... Executive Benefits Specialist Are you ready to make a difference...providing participant-level services via email and phone. + Processing mutual fund transactions and contributions with the… more
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... residing in Chicago or Minnesota. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories… more
- T. Rowe Price (Colorado Springs, CO)
- … for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + Identify ... to you . Role Summary As a Senior Sales Specialist , you will play an integral role in the...will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized… more
- Manulife (Boston, MA)
- …future. As a subject matter expert in John Hancock's 401(k) and IRA products-including the JH Mutual Fund IRA and JH Managed IRA, the RSS uses good judgment and ... As a Retirement Services Specialist (RSS), you'll be part of a unique...make informed decisions about their retirement assets. You'll proactively contact existing John Hancock participants to follow up on… more
- TEKsystems (Phoenix, AZ)
- …securities, financial services, brokerage operations, brokerage banking, brokerage, annuity, securities, mutual fund , ira, money movement, excel data entry, ... with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce ( contact management and imaging workflow systems), Client Central and back office… more
- TIAA (Charlotte, NC)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... is a plus. + Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly organized and detail-oriented… more
- HCA Healthcare (Nashville, TN)
- …applications. Escalated support from tier 1 service operation teams. Including escalation contact and specialist on Critical and Major Incidents. + Leads ... short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …foundation of partnership between the client and the Bancorp that is built on mutual values, trust and goodwill. Serve as the backup to the Global Custody Services ... Global Custody Administrators, Directed Trading, Securities Lending, Foreign Exchange, Fund Accounting, ISG Plan Servicing and Information Technology). + Serve… more