- Wilmington Savings Fund Society (Wilmington, DE)
- …individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high level ... technology to support recordkeeping and payment history (SEI SWP), and interface with Operations Service Partners (SEI and Trust OPS).Must be able to prepare… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Expertise and Skills You Bring Bachelor's degree required Previous phone or customer service and operations experience required 1-2 years of relevant experience ... at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA or...enjoy working in a dynamic, high volume and fast-paced operations environment. Working in a deadline driven compliance setting,… more
- Fidelity TalentSource LLC (Boston, MA)
- …intermediary clients.\u00A0\u00A0\u00A0 The Role\u00A0Reporting to the Head of SAI Investment Operations and Platform Services , the VP, Private Assets Investment ... team of SAI Product, Technology, Investment Professionals, and Investment Services as well as cross-company partners in Wealth and...a key point of escalation for issue resolution & service recoveries for the Private Asset offerings. You will… more
- Amerantbank (Coral Gables, FL)
- The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are ... responsible for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides support to… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The RoleThe Brokerage Operations Associate is a member of the Restricted Stock Services team. You will be primarily responsible for assisting ... start to finish, while managing multiple work items.The Brokerage Operations Associate will interact with our client...Associate will interact with our client s, corporate securities ' counsel, and transfer agents in order to provide… more
- Fidelity TalentSource LLC (Boston, MA)
- …Markets offers a suite of trading, clearing and custody, middle office operations , electronic brokerage products and execution services across multiple asset ... institutional trading arm of Fidelity Investments, providing trading, products and operations to internal business channels and external clients, including Retail… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …regulatory agencies (required)Experience with brokerage products and services , brokerage operations , or client service operations - including familiarity ... Brokerage Risk team covers a wide array of brokerage products and services including core brokerage operations , fraud, digitization and transformation… more
- Fidelity TalentSource LLC (Boston, MA)
- …leading, influencing, and motivating colleagues and senior leadersBrokerage or financial services operations experience preferred The Skills You BringInnovative, ... The Role As an initiative leader for Scaling our Services and digital capabilities, you will be responsible for...will also contribute and provide inputs to the brokerage, service and operations domain level planning efforts… more
- Fidelity TalentSource LLC (Westlake, TX)
- …community - all in support of helping you build a career in operations . Operations and Services Group (OSG) (Jersey City/ Smithfield/Westlake/Covington): ... early career program experience crafted to prepare individuals for a career in operations . Participants are placed in a full time position and assimilate into their… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Analyst to work in Westlake TX, or Boston MA. The Role The Middle Office Operations division within Fidelity Fund and Investment Operations (FFIO) is looking for ... years of proven business or systems analysis experience (within financial services industry preferred) Derivative Trade Processing and Collateral Management domain… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …highly collaborative, cross-functional team committed to improving the value of our services within Fidelity Brokerage Operations & Technology (FBOT)? The RoleAs ... dynamic team is a part of FBOT within the Operations & Services Group (OSG), Asset Servicing...s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …CloudProficiency with UNIX operating systems and shell scriptingExperience with Amazon Web Services (AWS), having managed services and applications in a large ... Digital Assets\u2120 , a Fidelity Investments Company, is developing a full- service enterprise-grade platform for storing, trading, and servicing digital assets,… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …cycle, the Crypto Tax team collaborates deeply with Fidelity Digital Assets\u2120 product, operations , sales, and service teams to ensure business readiness for ... is the first step towards a long-term vision to create a full- service enterprise-grade platform for storing, trading, and servicing eligible digital assets.This… 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. ... Representative, Alternative Investments Manager Info Session - Zoom The RoleOperations & Services Group (OSG) provides superior customer service to Fidelity's… more
- Fidelity TalentSource LLC (Boston, MA)
- …registered investment advisers, registered and private funds, and investment advisory services .\u00A0 The team manages several adviser registrations and private fund ... business partnersSupport components of the Regulatory Management program, including filings, operations , reporting, program and data management The base salary range… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The Role Are you interested in joining a collaborative, operations -focused team? Do you have strong knowledge and experience preparing or auditing ... alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential...You Bring Bachelor s degree expected3+ years of financial services experience with an asset manager, audit firm or… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …while cultivating our talent! Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. We re the largest service line within FFIO and ... Job Description:The RoleAre you interested in joining a collaborative, operations -focused team? Do you have solid understanding and experience preparing or auditing… more
- Fidelity TalentSource LLC (Westlake, TX)
- … Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment ... products. These services include calculating and distributing NAVs, distribution rates and...fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting… more
- Fidelity TalentSource LLC (Boston, MA)
- …Treasurers Office, you will be responsible for overseeing the pricing operations of the Fidelity retail and institutional funds and monitoring operational ... this role you will manage the valuation processes for private and complex securities held across the Fidelity funds and accounts. You will coordinate the activities… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …through the use of risk tools and technology, while delivering outstanding customer service in meeting our clients trading, borrowing and custody needs. You will be ... related field5\u002B years business experience within a large scale financial services environmentSeries 7 preferredShown knowledge of the brokerage business, … more
