- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and expansion of ... Some of the key responsibilities include: + The Senior Securities Operations Specialist will own...regression testing for accuracy. + Lead, execute and Operationalize Service Chat across the ICC, both for Client and… more
- Wells Fargo (St. Louis, MO)
- …onboarding, cash payments, customer service , funding operations , custodial operations , securities settlement services , structured loan operations ... **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Trade Support Team within Wealth and Investment… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** We're looking for a ** Securities Operations Specialist III** to join our Trust & Custody PCS team in Minneapolis, MN! In this role, you'll ... High School Diploma or equivalent. + 5+ years of experience in customer service , operations , financial services or business processing. + Trust & Custody… more
- System One (Tulsa, OK)
- The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the ... 1-4 years of directly related experience in a high-volume securities operations environment or equivalent combination of...System One, and its subsidiaries including Joule, ALTA IT Services , CM Access, TPGS, and MOUNTAIN, LTD., are leaders… more
- Charles Schwab (Lone Tree, CO)
- …matters including Schwab client tax reporting, cost basis, corporate actions, securities operations , distributions, and client reporting products. Alternative ... to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client issues and problems and proactively… more
- Citigroup (Tampa, FL)
- **Job purpose:** Securities Service is a key business within the Citi Institutional Clients Group. The business covers Custody, Funds Services and Direct ... with broad end to end understanding of Global Custody and other Securities Services products including Direct Custody, Fund Accounting/Administration and Middle… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role **Job Description:** At TD Securities , the Investment Banking Credit function is an integral part of the full ... suite of services we offer under Investment Banking. Our Investment Banking...markets and banking advice and transaction executions worldwide. TD Securities offers its US based employees the advantage of… more
- TD Bank (New York, NY)
- …Location** : United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $200,000 USD TD is committed to providing fair ... with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade finance needs. The… more
- Wells Fargo (Charlotte, NC)
- …client account onboarding, cash payments, customer service , funding or custodial operations , securities settlement services , structure loan operations ... this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Wells Fargo Securities (WFS) Customer Due Diligence team… more
- Atria Wealth Solutions (San Diego, CA)
- …meaningful relationships with them. We are looking for an Operations Support Specialist with superb customer service skills to join our organization. In this ... + Thoroughly investigate reports of deficient procedures/policies. + Build knowledge of service products and services + Work independently with supervision and… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking a Senior Lead Institutional Investment Operations Specialist within our Tax Operations team as a part ... of Corporate Investment Banking Operations . Learn more about the career areas and business...asset servicing events including across equities and fixed income securities + Familiarity with options and swaps + Working… more
- MyFlorida (Tampa, FL)
- …. Requisition No: 838061 Agency: Office of Financial Regulation Working Title: FINANCIAL SPECIALIST - 43004529 Pay Plan: Career Service Position Number: 43004529 ... FINANCIAL SPECIALIST - 43004529 Date: Sep 20, 2024 The...professional examination, regulatory or compliance work experience relating to securities dealers, investment advisers, financial institutions, financial services… more
- Bank of America (Jacksonville, FL)
- Global Markets Support Specialist - Asset Services -Global Operations Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common ... This job is responsible for providing operational support for securities , loans, exchange traded derivatives and over the counter...clients with values in the trillions of dollars. Asset Services is a fast paced Operations where… more
- SMBC (White Plains, NY)
- …and buying channel strategies and operational procedures. Reporting to the Purchasing Operations Supervisor, the Purchasing Operations Specialist plays a ... and supporting purchase transactions through the Coupa system. The Purchasing Operations Specialist supports both internal stakeholders and suppliers with… more
- Bank of America (New York, NY)
- Global Operations Markets Support Specialist -Trade Control-Fixed Income New York, New York **Job Description:** At Bank of America, we are guided by a common ... Summary** The Fixed Income, Currency and Commodities (FICC) & Derivative Core Operations (FDCO) team perform end to end trade control, confirmation and settlements… more
- PNC (Pittsburgh, PA)
- …acts as an agent for affiliates of PNC and others in certain securities transactions and provides corporate finance services , including arranging loan ... to contribute to the company's success. As an Accounting Specialist Senior within PNC's Capital Markets Finance organization, you...PNC Capital Markets forward. PNCCM is registered as a securities broker and dealer, and we provide support to… more
- Deloitte (Columbus, OH)
- Operations & Technology Transformation Specialist Master, Guidewire Data Migration - ETL Developer What we do Operations and Technology Transformation ... industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver… more
- Wells Fargo (Charlotte, NC)
- …cash related transactions, customer service , project support, funding operations , settlement services , trade reconciliation, researching inquiries, reviewing ... **About this role:** Wells Fargo is seeking a **Senior Institutional Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations ** team… more
- Charles Schwab (El Paso, TX)
- …and transform the finance industry together._ Charles Schwab's Move Money Hotline Operations Specialist is responsible for risk prevention, processing of money ... interaction through clients' eyes. As a **Move Money Hotline Operations Specialist ** , you will promote client...have** **Required** : + 2+ years' experience in client service or operations with brokerage/financial industry preferred.… more
- DuPont (Newark, DE)
- …in which we work and live. _We have immediate openings for a Utilities Operations Specialist at our Newark-Bellevue site in Delaware._ **WORK SCHEDULE** There ... 12-hour Nights; 6:00 pm - 6:00 am **RESPONSIBILITIES DESCRIPTION** The **Utilities Operations Specialist ** has first line accountability to the Work Activity… more