- Fidelity TalentSource LLC (Jersey City, NJ)
- …business partners. The Expertise You HaveCollege Degree preferred2+ years customer service experience preferred2+ years brokerage operations or financial ... The Client Service and Support team is a part of the Client Experience Division of Fidelity Investments. Our team focuses on providing World Class service… more
- Fidelity TalentSource LLC (Westlake, TX)
- Brokerage Operations Representative Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently ... sourcing for a Brokerage Operations Representative to work at Fidelity... accounts and all related features. Responsibilities include processing client 's requests received through various channels. You will not… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …banks, regulatory agencies (required) Experience with brokerage products and services, brokerage operations , or client service operations - ... a wide array of brokerage products and services including core brokerage operations , fraud, digitization and transformation initiatives, and model risk.… more
- Fidelity TalentSource LLC (Covington, KY)
- …for this role (required) Experience with brokerage products and services, brokerage operations , or client service operations including familiarity ... Job Description:Manager, Brokerage Risk The Brokerage Risk team...credentials (preferred)5+ years of risk, compliance, legal, or audit experience at complex financial services institutions, eg, asset managers,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …from start to finish, while managing multiple work items.The Brokerage Operations Associate will interact with our client s, corporate securities' counsel, ... Job Description:The RoleThe Brokerage Operations Associate is a member...and transfer agents in order to provide a flawless client experience . The Expertise and Skills You… more
- TradeStation (Chicago, IL)
- …and relentless search for innovation. What We Are Looking For:We are seeking a Client Experience Representative who will be responsible for end-to-end client ... #WeAreTradeStationWho We Are:TradeStation is an online brokerage firm seeking to level the playing field...level of support. The position will be responsible for client education, client support, platform troubleshooting, and… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …finance or a business related major is highly preferred.3 to 5 years of experience in administrative client service is also preferred.Must have general knowledge ... and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients… more
- TradeStation (Chicago, IL)
- …for the Account Services teamThe Skills You Bring: Knowledge and understanding of client on-boarding and brokerage account operations Strong analytical and ... in fostering collaborative business relationships with other departmental managers within Operations , Compliance, AML, Trade Desk, Sales, and Client Services… more
- Fidelity TalentSource LLC (Boston, MA)
- …through outstanding customer service support and detailed processing of transaction requests.\u00A0CE ( client experience )- 3 types of teams: client facing ... Job Description: Operations Internship Program\u00A0\u00A0The Role: Seeking incredible multi-taskers with strong problem solving and excel skills. Operations … more
- Hired by Matrix (Jersey City, NJ)
- …to build your career by joining a global financial institution? If so, our client is hiring a Retirement Operations Analyst! What You'll Do: Maintains functional ... of the brokerage business with an emphasis on retirement account operations Customer Request Handling / Problem Resolution / Data Analysis - as assigned.… more
- Fidelity TalentSource LLC (Westlake, TX)
- … organization is committed to delivering innovative client experience solutions across our platforms, products and services. Brokerage (Westlake/Covington): ... crafted to prepare individuals for a career in operations . Participants are placed in a full time position...as a client advocate throughout the Fidelity organization. Client Experience (CE) (Smithfield/ Westlake): provides service… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high ... hired Fidelity Investments as the service provider to the charity. The TeamThe Advisor Experience Specialist is a part of the Premium Service team who provides an… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …readiness. The Expertise We re Looking ForBachelor s degree required 8+ years of experience in an investment operations role working with such entities as ... & Markets Information (GPMI) is part of the Fidelity Fund & Investment Operations group. Global Product & Market Information provides a few core functions: complex… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …of five (3) years' experience in trust or trust-related financial or other client focused services. Proficiency in MS Office and SEI Trust 3000 or similar trust ... and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients… more
- Fidelity TalentSource LLC (Westlake, TX)
- …related to transaction processing. The Expertise and Skills You Bring \u00A02+ years of brokerage operations experience or 5+ years related work ... the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is a… more
- Fidelity TalentSource LLC (Boston, MA)
- …& capability.The TeamThe CRM Enablement product area sits in the Fund and Brokerage Operations and Technology (FBOT) organization. The CRM Analytics Lead role ... tool and as a key driver of the associate experience for sales, relationship management, consulting & client... experience for sales, relationship management, consulting & client service teams. IWMS considers Salesforce a key strategic… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …, fixed income, and equities Within this space, you will have related experience to trade operations and post trade analysis, profit/loss analysis, customer ... every business unit within. Applications owned by this team support client onboarding and management, trade analysis, commission calculation, and financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …leadership qualities and supervisory skills coupled with a mastery of brokerage operations . * ** Client Experience :** Ensure teams you lead deliver a ... team of Associates, focusing on delivering a Service 1st client experience . Your responsibilities include supervisory skills,... experience . * Three (3) or more years' experience in financial services / operations including… more
- Amazon (Arlington, VA)
- …a Customs Brokerage Team or prior experience Managing Customs Brokerage or Import Operations . *Bachelor's Degree in related Field *Project Management ... Lead is a part of Amazon's internal Customs Brokerage Operation. The Operations Lead is a...Customs Team, it is critical this position builds strong client relationships as a proactive business partner resulting in… more
- TIAA (Frisco, TX)
- …+ 2+ years' experience in financial services industry; specifically in Brokerage operations + Bachelor's Degree + Experience processing money ... The Operations Analyst is responsible for a variety of...this job understands the regulatory/compliance policies associated with the brokerage business and understands the financial impacts associated with… more
