- Rose International (Milwaukee, WI)
- …proficient, Sense of urgencyNICE TO HAVE - Experience dealing with back-office operations and exposure to market finance through schooling is a plus.Minimum ... education requirements - Bachelor's Degree or at least 2 years of Operations Experience demonstrating working with numbers and to what capacity. Finance experience… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …and building client loyalty? Are you considered a \u201Cgo-to person\u201D?\u00A0 If so, Client Service and Support may be right for you. The Team The ... Client Service and Support team is a...partners. The Expertise You HaveCollege Degree preferred2+ years customer service experience preferred2+ years brokerage operations or… 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 ... for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides...WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of assets, and account features. The Role The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity ... Brokerage Operations Representative Fidelity TalentSource is your destination for...brokerage accounts and all related features. Responsibilities include processing client 's requests received through various channels. You will not… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and acting as a client advocate throughout the Fidelity organization. Client Experience (CE) (Smithfield/ Westlake): provides service and operational support ... 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
- Creative Financial Staffing (Houston, TX)
- Our investment management client is seeking an experienced Senior Accounting Manager to assist their family office sector of the organization along with the ... CPA is preferred. Experience at a large-tier public accounting firm. Experience in investment management and/or client services. Proficient in Sage Intacct and… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …(required)Experience with brokerage products and services, brokerage operations , or client service operations - including familiarity with regulatory ... wide array of brokerage products and services including core brokerage operations , fraud, digitization and transformation initiatives, and model risk. Products… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …to support recordkeeping and payment history; and interface with Trust Operations Service Partners and other internal parties. Job Responsibilities:Knowledge ... management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment … more
- Fidelity TalentSource LLC (Merrimack, NH)
- …experience. As a part of the Asset Management Compliance, Risk and Business Operations (CRBO) Fixed Income Investment Services team, we provide high-touch ... ground-breaking business initiatives where technology is fundamental to the underlying operations , growth and client serviceStrong interpersonal skills and… more
- Fidelity TalentSource LLC (Boston, MA)
- …platforms and processes.Provide business judgement and leadership to guide service recoveries, audit action items, and other risk remediation efforts.Develop ... Skills You Bring 8+ years working experienceBachelor s degree requiredBroad-based investment industry experience and proven analytical skills; experience with … more
- Fidelity TalentSource LLC (Westlake, TX)
- …counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG ... The RoleOperations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication,… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …and support to all the Portfolio Management, Research, Trading and Investment Operations functions.\u00A0Asset Management Technology is an integral partner ... ideally with experience writing stored procs with Oracle PLSQLExperience with client side tech stack: HTML, CSS/SCSS, JavaScript, and Angular a bonusUnderstanding… more
- Fidelity TalentSource LLC (Westlake, TX)
- …located across the United States who own the contractual framework for client trust and recordkeeping service agreements with large/select plan sponsors. ... while managing a team of professionals that negotiate diverse types of service and transactional documents with our employee benefit prospects and clients. You… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …. The individual should have a general understanding of the retirement market, client service , implementation processes, and a demonstrated ability in the duties ... coordination of conversion data from prior recordkeepers. Our DCC's collaborate with the client to develop a Conversion Strategy which details how the data will be… more
- Fidelity TalentSource LLC (Westlake, TX)
- …will be responsible for developing external threat cyber security defense operations capabilities and align strategic priorities. The job involves performing ... techno-manager role in Edge Security Operations areas including Web Application Firewall, Email Security, IDS/IPS, cloud perimeter security, Cyber Incident Response,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and optimizing the client experience at Fidelity as it relates to Operations and Service to drive high satisfaction, quality, and efficiency for both ... collaborative, cross-functional team committed to improving the value of our client experience within Fidelity's Institutional Client Experience Division (FI… more
- Fidelity TalentSource LLC (Durham, NC)
- …Defined Benefit domain expertise with a passion for teamwork, innovation, and client management. This role is primarily responsible for establishing a team ... complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions & change orders. The… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and tactical execution associated with delivering on strategic priorities for our FHB operations and client servicing partners. Your work will improve the ... benefits administration, benefits outsourcing services preferredExperience working in or with operations or client servicing functionsJIRA and JIRA Align… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for ... Charitable. The Expertise You HaveBachelor s degree2-3 years Customer Service , Sales, Service Operations or...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Dunhill Professional Search (Washington, DC)
- …Engineer will be responsible for setting up ADDS (Active Directory Domain Service ) and group policies and will need to troubleshoot access issues with ... ongoing high-level support within multiple disciplines including system infrastructure operations of administration, analysis, engineering, and design.Provides high-level technical… more
