- Fidelity TalentSource LLC (Jersey City, NJ)
- …regulatory agencies (required)Experience with brokerage products and services, brokerage operations, or client service operations - including familiarity ... Job Description:Sr. Manager, Brokerage Risk The Brokerage Risk team...model risk. Products include securities, fixed income, options, alternative investment funds, and digital assets. The Expectations for this… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …team-oriented service environment that focuses on enhancing relationships and building client loyalty? Are you considered a \u201Cgo-to person\u201D?\u00A0 If so, ... Client Service and Support may be right for you....HaveCollege Degree preferred2+ years customer service experience preferred2+ years brokerage operations or financial services experience preferred The Skills… more
- Fidelity TalentSource LLC (Covington, KY)
- …for this role (required)Experience with brokerage products and services, brokerage operations, or client service operations including familiarity with ... Job Description:Manager, Brokerage Risk The Brokerage Risk team...work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous… more
- Fidelity TalentSource LLC (Denver, CO)
- Job Description:For you, client interactions are more than transactions.\u00A0 They are opportunities to deepen relationships, understand the unique financial needs ... help acquire new executives.\u00A0 Developing a solid understanding of retail brokerage , workplace sponsored savings plans, and equity compensation will allow you… more
- Fidelity TalentSource LLC (Boston, MA)
- …outstanding customer service support and detailed processing of transaction requests.\u00A0CE ( client experience)- 3 types of teams: client facing associates ... predominantly on the phones bringing in clients onto brokerage platform Wealthscape; transaction processing and opening new accounts based on requests submitted by… more
- Fidelity TalentSource LLC (Westlake, TX)
- … client experience solutions across our platforms, products and services. Brokerage (Westlake/Covington): supports Fidelity s Personal Investment associates ... will require a bachelor's degreeThe ability to interpret sophisticated client requests and communicate clearlyOutstanding problem-solving ability and analytical… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …appetite and providing continuous analysis of the risks inherent in each client 's portfolio and investment strategy. Portfolios are analyzed and evaluated ... knowledge of businesses and customers related to the Fidelity brokerage platformsAct as a leader and coach helping to...deep dive analysis of the larger and more complex client portfolios. Help lead regular presentations and discussions of… more
- Fidelity TalentSource LLC (Westlake, TX)
- …listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In ... this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and...The Expertise and Skills You Bring \u00A02+ years of brokerage operations experience or 5+ years related work experience… more
- Fidelity TalentSource LLC (Chicago, IL)
- …Consultant focused on Health & Welfare Consulting, you will manage projects and client relationships spanning a variety of topics including, but not limited to plan ... employee contribution setting, health and well-being management, and retiree health care solutions. You'll lead consulting projects, mentor other associates, and… more
- Fidelity TalentSource LLC (Portland, OR)
- …in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual ... at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …landscapes by staying on top of latest trends and thrive by sharing knowledge. Care about cycle time and use CI/CD practices, tools (GitHub, Jenkins, Stash, ... EC2, S3, CloudWatch, IAM roles/polices, Datadog, etc.Experience with Financial services and Brokerage domain is a plus. The Value You DeliverSound understanding of… more
- JPMorgan Chase (New York, NY)
- Cash Prime Brokerage - Product Development - VP level Job Summary: As Cash Prime Brokerage - Product Development Vice President, within Prime Finance, you will ... Financial Services business. If you have a strong understanding of Prime Brokerage fundamentals including cash and trade processing, settlements, asset servicing and… more
- Truist (Richmond, VA)
- …marketing strategy, including face-to-face meetings with Financial Advisors. + Recommend appropriate investment options for specific client needs based on an ... to stay abreast of product innovation and industry trends. + Participate in client and prospect meetings with Financial Advisors as requested. + Develop an in-depth… more
- Vanguard (Chesterbrook, PA)
- …to changing situations and project scope. + Excellent relationship skills and client focused mindset; demonstrated influencing skills. + Track record of developing ... you invest with clarity, and when you invest with care , you can get so much more in return....fairly, and to give them the best chance for investment success. How We Work Vanguard has implemented a… more
- Fifth Third Bank, NA (Plymouth, MI)
- …of the financial industry, compliance regulations, daily operational duties and investment brokerage /banking products. Prior Brokerage experience preferred. ... banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for...the relationship and serving the best interest of the client . + Educate and coach business partners on current… more
- JPMorgan Chase (Westerville, OH)
- …this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on ... strong commitment to diversity and inclusion. As a Licensed Investment Professional in JP Morgan Wealth Management, you will...when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals… more
- JPMorgan Chase (New York, NY)
- … client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, ... of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed… more
- Fifth Third Bank, NA (Fairfield, OH)
- …FUNCTION: Uses a consultative sales process to provide brokerage and investment management products to meet client 's needs, goals, and objectives. May ... goals within assigned territory while serving the best interest of the client . Maintain presence within the bank to develop strong relationships and credibility… more
- PNC (Philadelphia, PA)
- …the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime brokerage experience, trade execution ... have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset… more
- JPMorgan Chase (Miami, FL)
- …nature of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing ... take your career to the next level. As an Investment Professional in the Latin America Private Bank, you...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
